Cern🧪 & IA⚡: Debunking The Tesla Bear Panic 🐻📉

👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: https://investanswers.io/indicators 🏖️ IA RETIRE ON: http://www.investanswers.io/product/retireon 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 0:00 Giga Berlin with André Thierig – Setting the Stage 2:45 Elon’s Message to Investors (Feb 26, 2026) – “Hold Your Tesla Stock” 5:10 Tesla’s 14 Lines of Business – Why It’s Hard to Value 8:20 Electric Vehicles, Energy & Charging Infrastructure 11:15 FSD, Robotaxi (Cybercab) & AI in the Car 14:20 Optimus, Custom Silicon (AI5–8, Dojo3) & AI Compute 17:10 Insurance, Software, Megapack, Solar & Tesla Semi 20:00 CTO Larsson’s “Terrifying” Model Explained 23:30 Revised Model – What the Market Is Missing 26:00 The 400x PE Myth Debunked 28:40 Why Forward PE (~170x) Changes the Narrative 31:00 Nvidia Case Study – Hypergrowth Mispricing Example 33:30 Resilient Free Cash Flow in 2025 35:40 $20B+ CapEx in 2026 – Strategic AI & Robotics Expansion 38:00 The Flawed Auto-Centric Bear Thesis 40:10 Unlocking the $1T+ Autonomous Transport TAM 42:30 Robotaxi Ramp – TX, FL, AZ, NV, CA Expansion 44:30 Robotaxi Financial Model (Super Sandbag Scenario) 46:30 Optimus & the $50T Human Labor Market 49:00 Optimus Production Ramp – Fremont & Austin Targets 51:00 The AI Data Moat – Why Hardware Clones Don’t Matter 53:00 Why Tesla Is Different 54:00 Exponentiality & Final Valuation Implications