🌊 Oceans First: Playing the Golden Age of AGI, Sep Dip, Tolls vs NVDA ⚡ | Q&A

👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: https://investanswers.io/indicators 🏖️ IA RETIREMENT TOOLS: https://investanswers.io/retirement-tools 🧠 FREE INVESTOR 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. 00:00 Introduction 02:11 Do You Expect a September Dip, and How Should We Position for It? 02:57 Why September Gets A Bad Reputation 03:54 Sep 15–18 Expect Volatility 05:36 Buy The Dip With A Process 06:57 How Can Tesla Reach $8,000 Without Becoming 25% of World GDP? 08:23 $8,000 TSLA ≠ 25% Of World GDP 09:42 G20 Presentation 10:32 Cybercab Robotaxi $10 Trillion Oppty 11:04 Tesla Optimus $30 Trillion Oppty 11:23 This is the Week that AGI Hit 12:07 Tesla Targeting these TAMs 12:39 Path To $8k = Earnings Explosion 13:23 Compression = Feature, Not A Bug 14:45 What Percentage of Your Portfolio Would You Allocate to TSLA and SpaceX? 15:18 I am a TAM Hunter First, Then TAM Winner 2nd 16:07 Combined TESLA and SPACEX TAM 17:21 Core Holding Vs Concentration Risk 19:11 Muskonomy Merger - Plan For It! 21:09 Will Tesla Sell Cybercabs to Individuals, and Can Kids Ride Alone? 21:53 Timeline for Cybercab Purchase - before Y/E 22:41 Network First. Grandma's Fleet Later. 23:27 Notes on Retail Owning Cybercabs 24:58 FSD Frequently See Kids in Waymo Alone (even as young as 12) 25:58 Tesla Rules w Kids Alone 26:59 What AI Infrastructure Bottlenecks Could Become the Next 10x Opportunities? 27:56 The Bottleneck Map (Single-Source) and Tollbooth Vs NVDA / TSM / HBM 29:05 NVDA 65% Net Income 29:19 Ajinomoto 8.5% 29:29 ETN 9.6% Net Income 29:51 Barbell, Don’t Abandon The Pickaxe 31:04 Do 24-Hour Trading Sessions Improve or Worsen IA Signals? 31:44 24h Sessions: Perfect For Crypto 24h Usually Worsens Equity Signals 33:22 What I Use 33:59 Helping Animals