Samlunch
05-07
$Tesla Motors(TSLA)$  


5 $TSLA Bombshells: Tom Zhu, DOJO, Tesla Bot, Giga Argentina, Morgan Stanley

• Tom Zhu, Tesla's Senior Vice President of Automotive, is returning to head Tesla China. This could be linked to the rumored Model Y refresh or a Robotaxi rollout.

• Rumors indicate that Tesla has purchased 100,000 H200 chips, and its Dojo training processor combines 25 chips into one for high-performance AI training.

• The Dojo system is now being produced and will be deployed soon, with an innovative design aimed at efficient AI training and improved data collection

• Tesla released a new demo of its Tesla Bot, showcasing 12 Gen 2s in the lab, and revealed that two of them are currently being tested in the factory

• There's speculations about a potential Gigafactory in Argentina, with Elon Musk visiting the country to explore the idea.

• Morgan Stanley's Adam Jonas recently tested Tesla's FSD and shared positive feedback, noting improvements in pedestrian detection and overall performance.


👀⚡️Should Buffett buy Tesla stock?
An investor Gali mentioned on X platform that: "$TSLA is getting re-rated as an AI company, Tesla's new FSD v12 rewrite was gamechanging, the world‘s smartest independent thinkers in are articulating the narrative that Tesla will solve FSD & is an AI winner." Elon Musk replied to Gali:"He should take a position in Tesla. It’s an obvious move." ---------------------- Do you think Buffett should buy Tesla stock? Do you think Tesla fits Buffett's philosophy of value investing ? Why?
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