与「TSLA」相关的搜索结果

史上最大的合并要来了？ 上个月老马 @elonmusk 刚说@Tesla 和SpaceX @SpaceX 合并是个好主意，这才几周，彭博就说 SpaceX $SPCX 和特斯拉 $TSLA 已经谈到换股条款，最早 12 月官宣。 SpaceX 约 $1.9万亿，特斯拉约 $1.55万亿，如果合并，有机会冲击市值第一。 马斯克再趁这个时候，把黄仁勋邀请来SpaceX的话，岂不是无敌？ 嗯，大家被套在 $200+ 的 $SPCX 有救了！

划重点：整个 SpaceX 还不到 2 万亿，Starlink 可能值 15 万亿 延伸：EBITDA 可以简单想成「本业赚的钱」，还没扣利息、税和设备折旧 15 万亿美元大约台币 450 万亿以上 这是 Baron 的估算，他是 SpaceX 的投资人，不是公司公布的数字 $TSLA $SPCX

马斯克最近爆种了，昨天就发了56条推特。推特bio也改了。 近期讲了 很多 $SPCX 和 $tsla 新估值的叙事 1.最近跟Walter Isaacson做播客时说得很直白：DOGE跑完一圈下来，并不是人事关系然他放弃了，是他确认省钱解决不了美债，美债每年的利息比全年军费开支还要多，省是省不出来的。唯一出路是AI和机器人把生产力拉上去。这里马斯克断言，通货膨胀是因为产能不够，而不是产能过剩。他认为只要生产速度大于货币增发速度，就会通缩。物价就会降下来。 对赌那块他没拿到顶薪，特斯拉那个万亿激励计划里程碑目前一个都没触发。SpaceX和特斯拉已经在谈合并了。 2.这几天他把推特bio改成了space和特斯拉的最新业务Terafab。Terafab的叙事是他要自己把逻辑、存储、封装尽量垂直整合的芯片厂，和intel合作目标把AI算力产能直接拉到太瓦级别。用来服务特斯拉汽车和机器人。 芯片如果真能从一年迭代压到一个月，后面所有应用的成本结构都会变。 3. Starmind和Terafab是同一件事的上下游。Terafab负责把芯片做出来，Starmind负责通过把一系列的算力卫星把扔到晨昏太阳同步轨道上跑——对着太阳发电，背对着太阳散热。用激光相连，形成一个太空超级算力中心，全太阳能发电，把算力能源成本降到0 前几天荷兰乌特勒支大学的Jan Broersen教授发帖说真空是最好的隔热体，根本散不了热 马斯克直接回怼，官网发了算力卫星的设计图，展示他用的太空热辐射散热方案 （我也是第一次知道因为太空没有空气和水，热量无法对流和传导，只能热辐射） 马斯克的太空算力中心方案从火星到月球，到现在的环地球轨道方案，越来越靠谱了。 Terafab、Starmind、机器人和星链放进同一个叙事里，估值锚点从汽车和火箭切到超级智能基础设施上。

老黄对英伟达的管理权 确实是非常危险 苹果那个时期被证明了 非乔布斯不可 但老黄现在已经完成0-1 说实话现在的英伟达 老黄没有乔布斯对苹果那么重要 甚至也没有musk对tsla和spcx重要 川普接下来可能被弹劾 老黄也可能被董事会剥夺ceo职位 本质上还是芯片太重要了 相当于新时代的核武和导弹 不管是民主党还是共和党 都需要听话的人 引用：

I believe in $TSLA’s mission. That doesn’t mean the stock is cheap. FY’26 P/E 234x vs +45% EPS growth (5.2x PEG) is rich. 5-yr: TSLA +43%, NDX +111%. Loving a company ≠ loving the stock. Valuation matters. #TSLA#

I literally hooked up ALL my finance accounts to Grok Bot. I really mean all of them: 1/ Chase 2/ Charles Schwab 3/ E*TRADE 4/ Fidelity 5/ Robinhood 6/ Wealthfront 7/ Apple Card 8/ 𝕏 Money FYI, this is a total of 30 accounts... Chase alone is 13 accounts between checking, savings, brokerage, credit cards, a 401(k), trusts, a stock plan, and 529s for the kids. I was already honestly the best with my $ money and I’ve NEVER made a late payment in my life. But before Grok Bot, I was wasting so much time bc every answer lived in different apps. Like my cash was in one place, cards in another, brokerage accounts somewhere else, and had to compile everything in a spreadsheet, if I even got around to putting it together. Now I just text my Grok Bot CFO. I can ask, “What’s my cash right now?” and it pulls everything together and separates personal from business. I can ask which credit cards are coming due and whether I have enough cash to pay them all in full. Green means I’m covered, red means I’m short, and it tells me exactly how much I need. I actually tested this... going red on purpose. Like I moved $ money around so I would come up short on one of the upcoming bills, and Grok caught it. I can even ask, “Where did my $ money go?” and instead of opening a bunch of apps, downloading transactions, cleaning up a spreadsheet, and making a chart myself, it pulls everything together and gives me the breakdown. Today, I also asked it for a pie chart of all my stock investments with the amounts and percentages. 1/ TSLA is 84.9% 2/ SPCX is 10.4% 3/ NVDA is 4.7% That’s across $ money sitting in different brokerage accounts, and it's awesome that I didn’t have to think about where any of it was. I literally just asked it one question... you can see for yourself. If you’re serious about your finances, you already ask the same questions all the time. • Like, can I cover everything that’s due? • Where did my $ money go? • How much $ cash do I really have? • What investments do I actually own? But honestly, the annoying part is that your financial life is usually scattered across 10+ different apps/platforms and a bunch of accounts, so getting a real answer takes a lot of work and your time. And honestly, most people probably don’t even look until something feels off or if they get a notification that a payment was missed or something. Now, with all my finance accounts linked, I just ask a normal question, Grok Bot checks everything it has connected, and gives me the answer. Then I can ask the same thing tomorrow, and again whenever, and get the updated version without rebuilding anything. The fact that you are able to talk to your entire financial life like you’re texting someone who already knows where everything is... this is a total game changer in the world of finance imo. If you really care about your $ money, hook yours up to Grok Bot. It's so worth it.

有很多人觉得crcl分给渠道的太多了 自己拿的太少了 我反而觉得crcl现在应该亏钱发展 把美债收益全部返回给渠道 最大化拓展usdc的市占率 一个利润全部返回给渠道的稳定币 1、渠道没有自己做稳定币的动机了 渠道推的多赚的都是自己的 只会更卖力推 2、其他竞争对手敢不敢跟？ crcl是上市公司 可以通过增发股票不停融资 打赢这场战其他竞争对手有机会吗 3、crcl一直不赚钱不等于未来不赚钱 usdc做到几万亿美金发行量的时候 今天这一年几十亿美金的渠道费用还在意吗 合同到时候可以调整 其他收益到时候也不小 甚至渠道一直这样给crcl也有很多地方赚钱 4、亏钱发展不好吗 亚马逊亏了十几年 一直是抢占市场现在看策略完胜 tsla、spacex也都亏了很久 市占率才是王道 5、什么时候可以缓缓 好好给股东赚点钱 发行量超过了usdt的时候 usdc成为最普及的稳定币的时候

Most people borrow on a feeling. $PLEDGE turns it into a dial you can read. CA:0xbCeFDAB9Ea24a16ca6F993A36f74Da17c63B8C3A Turn it and the desk recomputes live from Aave V4 on Base, before you borrow anything: • Borrow limit: your stock token balance, converted to underlying shares by the on-chain multiplier, then multiplied by the collateral factor (NVDAc is at 70%) • Monthly cost: the live USDC borrow rate (0.96% right now) applied to the amount you pick • Sell point: the price where Aave can start selling your tokens, so you see the edge before you walk up to it One dial, three numbers, zero guessing. Seven Coinbase stock tokens are supported: AAPLc, AMZNc, GOOGLc, METAc, MSFTc, NVDAc and TSLAc. The desk only reads data and never moves funds. The Borrow button opens the official Aave app. If their value falls too far, Aave can sell your tokens. The loan still needs to be repaid. Built on Aave V4 data. $PLEDGE Trade only the contract posted from this account. @aave @PledgeDesk @ponsdotfamily

How Verdex works, 3 of 10: Robinhood Chain. Chain 4663, a tenth of a second per block, USDG as the dollar, and the tokenized stocks: NVDA, TSLA, SPY, AAPL, GOOGL and more. VERDEX, Verdex Pools, Asset Yield, Orders and the Launchpad all run here.