Comments by "Joe Qi" (@i6power30) on "The REAL reason Tesla stock skyrocketed 47% in the last 25 days" video.

Tesla has no moat around its battery business, as Chinese CATL and BYD etc, will gradually eat away their margin as they become more well known. For now, Tesla relies on its name brand. Software argument is laughable, a 13 year old can write an if statement - if grid rate is high use battery, If grid rate is low charge the battery lol. I've been in software consulting business most of my life, I know how ignorant top management is and willing to shell out big money for something new and shiny, even if it's dead simple. Energy storage business is new and mysterious to most. Therefore, you can upsell a lot by making it sound mysterious and complicated. In early days of iPhone and Android (2011, 12) I've sold several very simple mobile apps for tens of thousands dollars of what took me a a couple of days to make. Many of them amounts to just less than a hundred lines of code.
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@GenRicOpekc of course I'm oversimplifying the software argument. But grid integration logic is no where near as complicated as AI or FSD. It doesn't need a super computer to train a neuronet lol. Any competent small software team can do just as good job as Teslas. Any more that is an overkill. To that end Tesla does not have a unique software edge over competitors.
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@Dave-cf4vd I'm an investor not a worker. Especially not going into an overcrowded field with so many competitors, margins will get squeezed as time goes no. Not interested in short lifespan business, and low profitability.
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@oggyoggy1299 I already took profit from 2017 to 2021 bull run. That was 20x gain. At this point, the risk / reward is not good. Since then I rotated into bitcoin, much safer bet from here on. Furthermore i work in the AI industry, I know for fact that AGI / FSD is not even close being realized, anyone claims so (including Elon Musk) are shilling vaporware. Bitcoin is already a mature technology and just waiting for mass adoption, it's a sure thing, no if's or but's.
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Shorts are stupud. Unlimited loss risk. Just buy puts if you think TSLA has topped and about to roll over.
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