Ivan Chan (@Tslaivan) header
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We, Robot 9/3, 2026 TSLA to the SPCX

Joined September 2011
Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)Photo by Ivan Chan (@Tslaivan)
他们曾说,starlink激光链路技术不行🙂‍↔️ Falcon的重复发射不行。 对于特斯拉呢,现在尴尬的是,FSD V15肯定能行,那么Cybercab unboxed是否会不行? cabs即将倾巢而出,还在怀疑这一切的真无知!至于赚多少钱,那是市场的事儿,就好比说TSLA涨多少倍,作为优雅的股东,需要操心吗?
什么样的认知,会认为cybercab达不到100万辆运营? 这能有多难?对于特斯拉来说,就是不停地生产,就好比starlink不断地发射。 2027年,关注就不止是Robotaxi了,它会变得很normal! 这点短见,应该是要有的吧!
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我喜欢界个!骚
Elon and Jensen dancing to “Trouble Maker” as if these two haven’t caused my wallet enough trouble already. 😂😭
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什么样的认知,会认为cybercab达不到100万辆运营? 这能有多难?对于特斯拉来说,就是不停地生产,就好比starlink不断地发射。 2027年,关注就不止是Robotaxi了,它会变得很normal! 这点短见,应该是要有的吧!
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哈哈哈🤣! trolling又咋了,SPCX投资再多美金,还是掩盖不了搞丢那么多用户资产。
so you are basically saying(if not threatening) to Elon that if he doesn't stop trolling, you gonna have to sell all your SPCX to make up that gap?
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Ivan Chan retweeted
Replying to @Rustallintsla
谁能阻止一下吗?都这么大了😁还跟几年前一样,一惊一乍地,都一万五千多亿美金市值了,还一天天5% 6%地涨,能不能稳重一点,还是当年那个千八百亿美金的毛头小汽车公司吗? 现在已然是SI具身前沿大集团公司了,怎么还干那些初创启动startup的活儿呢!
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我不行了✋
该来的还是来了,东北铁岭皇后乐队,东北铁岭狂想曲给各位奉上。
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这不比什么荐股师、美股频道简单明了多了!😁😁😂 你们都别在意,我知道你们分析得头头是道比SI/AI都好! 只是我不爱看而已!
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绝对是coincidence
I swear it’s just a coincidence 😂
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我的娘
记住我说的吗?2027是cybercab年 此情此景,我颤抖了
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Ivan Chan retweeted
Houston, we have liftoff Bigger service area now live
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🚨✍️ Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX. The shareholder letter is live. Read it and sign if you agree. Share it with friends & family. Thank you to @Amy787 for drafting this so well. surveymonkey.com/r/mergealre… We want the combined company focused on building, not bureaucracy.
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投票表决肯定是会到来的,但也许不通过。okay,接下来就是各找各妈。 但,CEO只有一个人呀!🤣 🙃 Kàn lín-niâ
Tesla has officially confirmed today that the Tesla board of directors has “formed a special committee to explore deepening Tesla’s relationship with @SpaceX, which could be through certain arrangements including without limitation a business combination.” This is via Tesla’s new 10-Q filing with the SEC.
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V15之后接下来一个问题是,为什么不订阅FSD呢?什么人不订阅FSD呢? 选择买辆特斯拉自我标榜anti- FSD?
2026 FSD年: 75%已经提前完成任务,这个订阅率会复制到其他各国 2027 Cybercab年:V15后狠狠的部署 Optimus明年都不用看 但是记住,特斯拉是唯一赢家 有人说,宇树,波士顿动力,硬件齐全,就剩大脑 大错特错! 软硬件设计必须也只能协同 不了解AI算法的瓶颈,又怎么知道硬件已经齐全? Optimus正在经历软硬件共同迭代的过程
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总体上来讲,手里拿着Tesla很多股票,同时没有持股SPCX的散户,比如我,就非常希望合并。 因为SPCX是大哥,它有钱,它又牛逼轰轰,华尔街又调高了目标价,它又太空又火星的,它还有starlink和grokbot现金奶牛,大大的奶子还是! TSLA吃不了亏上不了当,现在这种地步,已经离不开SPCX了,不管谁更值钱,现在看的是这一切有没有未来,美国有没有未来,超级智能有没有未来,而不是上海特斯拉有没有未来! 我怎么这么看不起卖车的呢😁😁
I believe $SPCX will outperform $TSLA by MORE than 30% (or whatever the merger premium is) BEFORE the merger announcement comes (at the earliest Summer 2027). Furthermore, if a merger happened today, the ratio might be 3 shares of SpaceX per Tesla share. But after this revaluation, I suspect it would only be 2 shares needed to get the deal done. Why? The reason for owning any company is the profits. SpaceX profits will make any meager Tesla profits look pitiful and we are just getting started. If Elon is right about SpaceX Q1’27, the delta between Tesla and SpaceX is going to look crazy. imo, they cannot stay in similar market cap ranges. The valuation of Tesla does not make sense when compared to SpaceX.
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Ivan Chan retweeted
这次财报基本是Ashok唱独角戏 为了回馈网友 美国中部时间本周五8:30pm 邀请前同事Kerry Liu 直播解读
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