#2404 - Elon Musk

Bullish:

• $AI - AI is essential for preventing economic collapse and solving the debt crisis. AI will completely transform technology within 5-6 years, replacing traditional operating systems and apps.

  • “We're going bankrupt without AI and robotics. Even with a bunch of savings... it cannot ultimately solve financial debt.”

    Elon·2:32:10

  • “In five or six years, maybe sooner than that, will be just AI generated content... There won't be operating systems. There won't be apps.”

    Elon·1:09:00
• $ROBOTICS - Robotics, along with AI, is the only solution to prevent America from going bankrupt and solve the debt crisis.

  • “The only way to get us out of the debt crisis and to prevent America from going bankrupt is AI and robotics.”

    Elon·2:31:38
• $SPACEX - SpaceX dominates the global launch market, delivering 90% of all Earth mass to orbit, demonstrating overwhelming market leadership.

  • “SpaceX this year will deliver roughly 90% of all Earth mass to orbit. And then of the remaining 10%, most of that is done by China, and then the remaining kind of roughly 4% is everyone else in the world, including our domestic competitors.”

    Elon·28:17
• $SPACE - The Starship program represents revolutionary capabilities far exceeding the Apollo program, enabling commercial space opportunities.

  • “The Starship program is vastly vastly more capable than the entire Apollo moon moon program. Vastly more capable.”

    Elon·2:59:33
• $TSLA - Tesla is focused on building futuristic autonomous cars to make the future look like the future.

  • “Tesla's focus is autonomous cars. You know, building kind of futuristic autonomous cars... we want the future to look like the future.”

    Elon·31:59

Bearish:

• $APPS - Apps will become obsolete like Blockbuster video as AI replaces traditional software interfaces.

  • “There won't be operating systems. There won't be apps in the future... apps are like blockbuster video.”

    Elon·1:08:28
• $CA - California would be bankrupt without federal payments and faces serious fiscal challenges due to fraud and mismanagement.

  • “California and New York would be bankrupt without without the massive fraudulent federal payments that go to those states to pay for illegals to to to create a massive financial incentive for for illegals.”

    Elon·1:45:18
• $GOOGL - Google's AI development is compromised by ideological programming that runs deep in the company culture, creating competitive disadvantages.

  • “Google's been marinating the woke mind virus for a long time. Like, it's it's down in the marrow type of thing, you know, so how to get it out.”

    Elon·1:19:04
• $EDU - Educational results have declined since the Department of Education was created under Jimmy Carter.

  • “The Department of Education, which was created recently, like, under Jimmy Carter, the our educational results have gone downhill ever since it was created.”

    Elon·2:23:46