Why Tesla SLIDES, Claude SUX and NVDA WINS Today

追加: 2026-06-03

[00:00:01]first day of June. A very important month in my opinion as you all know because I think it will be a month that is potentially transformative for Tesla.

[00:00:13]But if it's so transformative, what the hell is Tesla doing today? It doesn't disappoint in disappointing everyone. So Tesla is sliding off course. Uh it shouldn't be too easy for us to capture that amazing upside that I think is coming today. We're down uh 3.9%. Wow, it's sliding down. I did a little tweet before market open and say we should all be mentally prepared for this thing playing with us again sliding down before the big inflection point because between now and cyber cap potentially launching at first mini scale multiple dozens of cyber caps that's what I'm predicting I'm predicting that we see in June multiple dozens of cyber caps unsupervised because we see all these indications what is happening right now you see that line. I don't want to be too much of a stock astrologer here, but a little technical analysis goes a long way. As you can see, uh we hit this bottom on April 8th at 343 and since then are on a strong uptrend. And in these uptrends, there are always pullbacks. And so if you connect the bottoms here, you know, 345, then you had a bottom here, 372, then you had a bottom here, 404. And if you just continue this line, you see that 420 is actually the right number for this to bounce and then keep moving higher. And you know that's just very basic technical analysis. Uh if we are on a trend line and following this trend, let's see if this works or not. I think it probably will. We probably end up above 420 today. Well, that's what I think. Uh don't count on it. Not advice here tactically, but that's what's going to happen. I think there is a lot of tremendous tremendous catalyst coming.

[00:02:04]Look at throughx. Watch Herbert. Watch my videos. Watch everyone. Everyone is saying the same. And I think this time the Tesla influencers are actually right. There is just too much going on.

[00:02:17]Too many cyber caps deployed in too many cities. Plus, we are hitting that critical mass of 1,000 cyber caps produced and deployed in June. That is a critical mass where you can't keep doing this without actually taking action. You also see the hiring all over the place where Tesla hires all these people that are robo taxi operators and remote operators and people who do operational maintenance and all kinds of stuff all over the place. Plus, we have the World Cup, the soccer world cup coming up. If you're American, you probably don't know what I'm talking about, but this soccer world cup is actually in America and will be kicked off in Dallas of all places in Dallas, Texas on June 14th. I think that's a beautiful opportunity for Tesla to launch these things and they're ready and we have spotted dozens of these things in Dallas. So, are these all coincidences? We also know, I reported on that that in Q4 the earnings report, the official deck of the earnings report that Tesla said they will have all these cities unlocked before the second half of 2026, which means they only have 30 days left to do that. Now, they said this six months ago. No, actually only five months ago.

[00:03:39]Do they want to embarrass themselves?

[00:03:40]Probably not. And maybe you say Elon's always late, but it wasn't Elon who was saying this. There was the entire company, the CFO, everyone.

[00:03:50]I would say buckle up. I think something is coming. I'm loaded up pretty much completely. I have a little dry powder left for this tactical trade besides my core position. So, I don't like sliding down. It's definitely very expensive for me on paper, of course, only, but I was prepared for it. If it doesn't get much worse, absolutely no problem. If it goes to 400, it will be painful. I don't know what to do then. I probably have to take some uh off the table if that happens, but I don't think it will happen. Let's see. Uh you also see the markets doing pretty well. There's some Iran discussions as always, but I wouldn't take them too seriously. I think that was over.

[00:04:30]Okay, so that was a quick take just on Tesla sliding. No reason to get nervous at this point. fully expected even from a technical perspective absolutely logical what's happening as long as it doesn't go much more down and I would expect this to continue up to all-time highs in June if we see these catalysts coming obviously we have the SpaceX IPO in between that will be a critical question what does that actually mean I think if SpaceX goes very well on June 12th coinciding with the World Cup and potential cyber cap launch So this is all very very dramatic mid of June. Let's see what happens. But I would say the level of attention we get here for the Elon universe, the Musk universe is just enormous.

[00:05:19]Now we have three topics in this video. I make it very quick because I don't have much time.

[00:05:27]The second topic has nothing to do with Tesla. It has to do with Claude with Claude 4.8. And I will just vent my frustration here. I'm shocked. I'm literally shocked how bad Claude is because I was a big Claude fan. I always told everyone, I'm only using Claude.

[00:05:47]Forget Chip. Forget Grock. Even uh I am all for for Claude because Claude literally changed my life in terms of writing complicated things for Pioneer Lands. We are preparing all these complex essays.

[00:06:02]uh we are we are preparing complex research.

[00:06:06]We also using claw design very intensely and uh I was using this the whole time and since two days I'm absolutely shocked this is like a complete implosion that I've never experienced before. A complete explo implosion of capabilities. It's like as if someone amputated the brain, lobotomized that thing. This thing is not functional anymore. It just can't even speak. It can't even say a straight English sentence anymore. It's horrific. So, I'm shocked by what's going on with Claude. I think this sucks. This is more than just bad. This is not a chat GPT. What was that 5.4 moment where everyone says it sucks?

[00:06:53]This is way worse than that. I'm very shocked by it. And of course, all these benchmarks came out saying how amazing it is. But when you type in, you know, claude 4.8 sucks. That's what I did because I was wondering, am I the only one? You see endless amounts of stuff where people say, yeah, to be honest, Ted struggles to hold focus with the latest model. Yes, absolute disaster. Then lately, ESPN release 418 cla has been making tons of mistakes and does doesn't seem reliable and accurate anymore. So uh and it goes on and on like endless amounts endless amounts of criticism is so negative and nitpicky holy cow because it's claw some manages to make even this endearing.

[00:07:36]Well not for me it's a total and complete disaster here that is Joe Bakti important voice on X he says claude 4.8 8 is officially a disaster. It went from the best model to unusable. CHGBT3 level. Exactly. I can't even read that English anymore. It's like what is this thing talking about? It's completely confused. Today after realizing over two days, the last two days that claude has lost all English writing and language capabilities. I also realized that clot design is now screwed. Claw design was so important for us at Pioneer Lens.

[00:08:13]designed this beautiful uh the beautiful uh beautiful um knowledge graph. I can show you even the examples.

[00:08:25]It it built a beautiful knowledge graph for us that I'm I used and it was a total game changer here. I can show you this. Look how beautiful this thing is.

[00:08:35]It created basically this knowledge graph for me where we are basically outlining all the great stuff that's happening here. Look at this. And then it designed all these things was looking very good.

[00:08:48]Oops.

[00:08:50]It's gone. Uh, it designed all these things. Looking very good. See, you can click on AGI and then it has all the Can you click on it? Is it broken?

[00:09:04]Hm. This is broken. It's breaking down.

[00:09:07]Uh or is it actually here? Anyway, it did all these amazing things and then it totally screwed it up today when I said improve this. It turned into this ugly thing. Maybe you can't tell the difference too much, but I was completely disturbed by what's going on.

[00:09:26]So, I'm losing faith. What does it all mean? I don't want to just rant about it. I want to tell you what I think that means strategically. What is stunning to me is that you have a model like that that is used by I mean millions, tens of millions, hundreds of millions of people, but also by giant enterprises.

[00:09:44]In case you didn't hear Allin podcast, they had an enterprise guy telling them they spent $500 million in one month on tokens, one company. So this is completely crazy. When you spend $500 million on tokens on Enthropic, that means you're running a lot of things on this. How is it even possible that that there's such a level of implosion in capabilities on a single model that the entire or half of the world runs on now?

[00:10:12]So, I find that a little concerning. I'm an anthropic fan. I like that they're moving so fast, but these huge huge setbacks, we are just little pioneer lands here. Imagine you're a giant rocket company running all your models on this thing and suddenly it implodes like that. I think that is not good.

[00:10:30]That will hurt them. And I think the whole the whole uh size of this disaster will just become clear over the next few days. I think I I definitely see that on X blowing up now more and more. And I can't believe the level of disaster. So we are switching to CHBT now. Even though I hate OpenAI, they're just so much better right now. Now it's just the only escape. It's very sad that we lost claw design. I can't walk with this thing anymore. It messes up everything suddenly. And I just pray to whatever the new overlord uh that they fix this thing quickly. I'm all for them winning here. Look at this. Cancer claw. Go back to chat. It cracked. Exactly.

[00:11:17]uh conversation style is That's the right word or lobomized maybe. So this OPUS 4.8 is very very smart and capable of doing a lot more than previous models. Yeah, but nothing I need. It can't talk English. It can't think straight. It can't make logical arguments anymore and it can definitely not design anymore which was like the main thing. This person says its conversation style is and has actually gotten worse compared to previous one. worse. It's like a lobotomy and just spits out stuff, unnecessary stuff and real information which should have been highlighted as very deep down. Yeah, completely ridiculous.

[00:11:56]That was number two news.

[00:12:00]And then we do it very quick. Today's a very quick show. The next thing we need to talk about, Tesla slides, claude sucks, and Nvidia wins.

[00:12:16]By the way, one last check for Tesla. I I think 420 is the is the number. I think it's bouncing off 420. That would be completely in line with technicals.

[00:12:26]That would be a buying moment, but I'm not buying yet. I'm too overinvested right now. Let's see what happens. Uh, but when I looked at my portfolio today, when I looked at the Pioneer Alpha portfolio, I was expecting something extremely bad because I'm extremely loaded up on Tesla. And I looked at it, it was bad. Yeah, it was bad. It was definitely, you know, we're down like 6% or something, but I was expecting much worse than 6% because I was really loaded up. We down 5% or something. It's like, why am I not down more? And the reason is of course Yensen to the rescue because you know what I also loaded up what I also loaded up here beyond my way beyond my core position. I'm like 4x leveraged or something on Nvidia. By the way, the way I talk about leverage, I compartmentalize my core positions and basically the core position is what I always hold. That's a little underinvested the core position and then I think in how much over the core position am I leveraged Tesla I don't don't even want to tell you guys how much I'm leveraged but on Nvidia I'm leverage probably 4x over the core position so I'm strongly leveraged because Nvidia should be much higher when you look at the price earnings ratio this is ridiculous for a company that grows like insane 70% earnings growth or something year-over-year that has an outlook like Nvidia Obviously the market doesn't understand that. Some of the market doesn't understand it but the institutional investors do not understand that this is not a you know DRAM cycle or something like this. We are in the singularity.

[00:14:06]Nvidia will never stop growing ever again as long as Yensen keeps nailing this stuff. So Nvidia is absolutely undervalued and different from Tesla.

[00:14:17]Does not require any belief. This is just the biggest cash flood that ever happened in the history of humanity into that company. So there's absolutely no way this is not going up more. And then of course we had this amazing amazing event. That is what happened over the weekend. Normally these are sell the news events, not this one. So what Yensen did here again >> everything we've learned over 33 years still >> switch this off.

[00:14:46]They basically combined the RTX Spark Blackwill RTX GPU with 6,144 CUDA cores.

[00:14:53]Can you imagine that? And they built this thing into laptops. Can you believe that? Inclusing including NVLink and the whole crazy thing. This is crazy. So they are basically launching now with Microsoft new laptops that will change everything because these laptops are designed for the age of agents. Going to tone down these uh captions. So the age of agents has now started.

[00:15:27]And look at these things. That is what Nvidia launched in Taiwan. I think there was the uh what is it called? this this this this conference and or uh where everyone goes to look at the stuff and uh it's pretty huge. So he presented of course the Reuben Vera Reuben system which is like the new AI factory but I think the most important thing is they're launching now consumer PCs or PCs laptops with Microsoft that allow to run your agents locally and run your LLMs locally. And when you look at the specs of RTX of this new RTX situation it's just mindboggling. And when you then multiply the number of people who need laptops, you will understand what's going on here. It's also a huge blow against Apple in my opinion because Microsoft is now seizing the moment. I don't know if Apple is doing anything on that side and partnering up with Nvidia.

[00:16:26]Maybe, probably, but here are the laptops and it's just absolutely mind-boggling when you think about it.

[00:16:33]And these laptops will be very expensive. They will cost 2,000 3,000 bucks and everyone is going to buy them.

[00:16:40]Let's see how Microsoft keeps up and actually integrating this will probably suck. It's always uh here. Look at this.

[00:16:48]They're so beautiful.

[00:16:49]>> Is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey. This is the beginning of a new line. And so we have a roadmap for this. This is a brand new product family for us. every single generation of architecture, we will have a desktop, a laptop, a workstation, and then a desktop, a laptop and workstation. And the thing that I am just incredibly pleased, incredibly honored is that 100% of the world's PC industry has joined us to reinvent the PC, a new line. There is no question this reinvention of the computer is as big of a deal as the reinvention.

[00:17:35]>> So now it's looped. But this is exactly why this is a big deal. We always thought of Nvidia of course as the AI factory maker and of course GPU graphic cards for gaming which are now totally marginal. But this is an important moment in time because now Nvidia is branching out to capture the second piece of the market, edge computing for every human being. So it's putting these amazing black well systems into laptops and into desktops and it's going to do the same thing for Reuben and it's going to do the same thing for Fineman. Why is Yensen emphasizing that? Because he says this is not a one-off. This is a strategic move for the company to capture the entire device market of on earth and beyond maybe if Elon gets his Starship going. So this is very important because this is actually relevant despite the insane amounts of spend on data centers. This is still significant because the increase you have to understand if the average sales price for a laptop was 900 bucks before and the future average will be 2,000 which it will or 2 and a half thousand they will ramp up prices like crazy. Who captures this differential? Who captures the differential? It goes probably 90% to Nvidia because these chips are very expensive. So, I think what they just did is they doubled the TAM for personal computing because now everyone is going to pay twice as much for the computer and people will pay twice as much.

[00:19:15]Hello. Am I going to pay 1,000 bucks more for my laptop? Of course, I'm spending 1,000 bucks on stupid clot.

[00:19:20]Well, not anymore. On CHBT, probably uh in a day if I do something. So, do I want that on my laptop and not pay for it? Of course. There's like a huge case here. But they doubled the TAM for personal computers, hardware and the doubling 50% of this new TAM goes straight to Nvidia. So that is why the stock is up. That is why my portfolio is not down too much because that is driving up Nvidia a lot. Very foreseeable. I sold a lot of ATM and in the money puts expiring mid of June uh at 217.5.

[00:20:00]That is my main target. And I did this roughly here around 215 212 here down here. That's where I sold all that stuff because I said this is ridiculous. After it fell, right? Nvidia fell, had earnings, the best earnings ever, and then crashed because the world is stupid. And that's always the same story, right? Nvidia is performing perfectly. Perfection is priced in. Then they beat perfection and earnings and then it drops because people are morons and then it slides a little bit and then something happens again and then it goes on a run to 300 probably and that's exactly where we are at. So Nvidia very easy game now. I think this is the time where the uptrend starts and Nvidia is my absolute second favorite holding after Tesla and much easier to handle. I mean, this is just easy money printing all day long. I'm getting more and more friendly with Nvidia compared to Tesla because Tesla is just obnoxious and exhausting.

[00:21:01]But once we have the great repricing, there is just no way to make money, more money than with Tesla. That's why I can't drop Tesla. But Nvidia is just smooth sailing, so predictable, so easy, can't really fall because it's completely undervalued. It's growing like crazy. Uh it's the suspense of belief that is required because no one can believe that this thing just keeps growing to 10 trillion in no time. But if you have any math abilities and look at the earnings, look at the macro situation. Go on pineerlands.org see what the AGI trajectory does is like dudes what do you think Nvidia is going to do? Go up. Also they are like the best team in the world. It's not as complicated as Micron where you have to deal with DM cycles. Now, Micron completely exploded, but what is what is it going to do next? Even though I'm bullish on Micron, but Nvidia is just an easier play. We don't know if Micron crashes 50% before it goes up another 200%.

[00:22:02]Why not just bet on Nvidia and leverage the hell out of this thing? That is what I'm thinking.

[00:22:08]Plus, of course, Tesla main position because we love the game, we love the madness, we love the annoying movements of Tesla. Uh, so we are definitely going to do that.

[00:22:19]But I love to have Nvidia and be a little hedged here. Micro Strategy, by the way, totally murdering me right now.

[00:22:25]I don't know what's going on with Bitcoin, but that's like a minute or minor position compared to Tesla and Nvidia, so it's not impacting my portfolio too much. Number four is Robin Hood. That thing went crazy up, of course, but also small position. So, not the biggest impact. Nvidia is my big counterbalancing force to Tesla, and I love these two. They are the kings of AI. That's how I see it. Okay, now we have to wrap it up. But before we do, we go to you guys and listen to the chat.

[00:22:58]See what everyone is saying. Oh god, we have 45 chats. I can't even go through everyone.

[00:23:05]Uh let's scroll to the beginning and see what's happening. Andy, hello Andy. Hi Joe. When do you think Tesla 500 plus uh could happen? June could easily happen in June. Uh if if we see good cyber cap action, we can go to 500, but we go to 490. I have some Tesla. Should I wait and buy SpaceX or just stack more Tesla?

[00:23:27]Well, I'm not giving investment advice, but I am not buying SpaceX in any significant amounts and I'm totally stacking Tesla. I think Tesla is a better bet.

[00:23:36]B weak force. Hi Joe. One main reason is OpenAI's humanoid robot announcements.

[00:23:41]Tesla needs to stop hiding.

[00:23:44]I think that's not the reason to be honest that it slides. It doesn't need a reason to slide. It just slides. Uh and I don't think they need to stop hiding to be totally honest. I think it's good to hide. It's important that they, you know, get Optimus done. That's more important than talking about it. Elon doesn't care if he's late at this point.

[00:24:05]That's true. He's just winning anyway.

[00:24:07]Maybe selling for SpaceX IPO. No, this is just a normal slide, guys. We don't need reasons to slide here. We need reasons to not slide. CL Claude is the best. Not anymore, Cyber Hornet. Claude absolutely sucks. I went from the biggest Claude fan on Friday to the biggest Claude hater on Monday. That's how bad it is. Enjoy these live videos.

[00:24:28]Andy Andy Shady too. Uh, so I post an X that the reason Robotex is slow at roll out is due to needing to refactor AFSD for cyber cap form factor. That's for sure a reason.

[00:24:43]Uh but they have probably a thousand cyber caps at this point. People forgot like to count. It's probably a thousand.

[00:24:54]World Cup would be the worst time to kick off Robbo taxi. Too much chaos and edge cases. Only upside is marketing.

[00:25:01]Well, it's a big upside. And I don't it's America. There's not too much chaos. These are very big cities.

[00:25:06]Dallas, you know, America. I don't think there will be much chaos.

[00:25:11]It's definitely not going to be the chaos of Paris. If you behave like in Paris, in Dallas, good luck. You better wear a bulletproof vest because Texas police is not going to mess around. So, I don't think there will be riots. There will be also no chaos. It's going to be well organized.

[00:25:30]Uh, World Cup here. Not a single unsupervised edit since May 9th. I agree. That's why we are sliding a little bit. But I have adjusted, you know, when you connect the dots, you know how it is. Surprise is coming.

[00:25:47]In my opinion, that's how Tesla does it.

[00:25:49]That's why everyone hates it. It slides, it kills you, and then when no one expects, it goes up 20% for seemingly no reason. It's going to be wild. And I think in June, we have a lot of action.

[00:26:01]That's what I think.

[00:26:06]Boom, boom, boom. Today's discussion is like middle school lunchroom. Remove the topic and see if anyone can guess it after listening.

[00:26:14]Today is uh are you over forex leverage on Tesla? Yes.

[00:26:21]Yes. I'm placing a major bet on June. Of course, I'm like very I'm pulling the trigger very quickly. If something goes wrong, I'm out. But I think it's time to make a major bet here. Uh of course, in a way that you don't get squeezed to death. I have a lot of buffer built in.

[00:26:37]So, I'm good all the way down to 415.

[00:26:40]I'm actually break even because I'm doing short puts, but it's a major I mean, I'm heavily leveraged on my core position. Uh, but you would see see I told you 420 is probably bouncing time.

[00:26:54]Let's see. Let's see what happens.

[00:26:58]Uh, value based on FSD progress. What statistics do you use as an analog for your conviction?

[00:27:08]What do you mean? I don't understand. I got autonomy by number of 10 million rider only miles per market.

[00:27:18]I don't understand. I'm too slow today.

[00:27:22]Uh we'll be okay. FSD unique. China is far behind. FD coming to Europe. Yes.

[00:27:29]Uh the best part of this will push here Michael L says the best part of this it will push Apple to increase locali and release cadence for M6 and beyond. Apple is totally screwed. If Apple doesn't strike a deal with Nvidia they are just screw they have zero chance of survival. I think Apple has to has to jump on the Nvidia train. Apple cannot not do that because they would need a custom. There's just no chance.

[00:28:01]Uh I never thought about this until uh Michael Latter said it. So thanks Michael for that comment. It's an interesting discussion. I would say just uh shooting from the hip here. Apple has no choice but to do the same. Apple is late again. Apple has to implement that chip into their computers.

[00:28:25]Yes, I'm betting on it. If they don't do it, they're dead. People can die, even Apple, quickly in these times. These are transformative times. And I do think if I had to place a bet, Apple is going to announce something with Nvidia, but they have to hurry up. There's just no way around them doing that. Valuing the labs comes down to cost of 1 million tokens comparison. At least to me they still I mean no the harness is very important. The the scaffolding around these models the harness is very important and anthropic completely messed this up. Now can they afford messing it up? Yes, if they fix it by end of the week but if they don't fix it by end of the week there will be massive costs to this.

[00:29:13]Like this is not a small mess up. This is a total disaster with Claude. It took me a while. It took me until probably four hours before I'm I'm going live here. Four hours before now. But I'm saying I'm telling you guys this is a major disaster. I mean, what's going on?

[00:29:28]It's like literally dropping your IQ points 60 points and your design capabilities from the best designer in the world to like a fouryear-old. And people who pay millions and hundreds of millions of dollars do not appreciate four year olds running their design departments.

[00:29:46]Uh FSD usage issues up 30% since April. H interesting. I follow autonomy breakout.

[00:29:54]I use car accounts concurrent, active, and fleet. Tesla can break out. They have not yet. Patience. Yes. Doesn't Apple make great custom silicon and have their supply chain? You can't make custom silicon like Nvidia does. You there's absolutely no chance. There are universes between Nvidia and anyone else. If you want to compete with Nvidia, you need to be on top of your game, vertically integrated with a narrow use case like TensorFlow, like Amazon, like Tesla.

[00:30:25]They can do that. But what Nvidia is doing now with laptops, no one can do.

[00:30:30]You have to understand what that means.

[00:30:32]This is a universal agent compute chip on laptops. Apple has zero chance of doing that. They need Nvidia.

[00:30:44]Do you think we get robo taxi orders of magnitude soon? I don't think we get orders. I think we get deployment. It's not about orders. It's about deployment.

[00:30:55]Okay guys, I have to go. I'm actually recording something with Py now. Uh, okay. Last comment here. Miss Mark JMSLN.

[00:31:06]My take is they launched with eight concurrent 24 by7 cars in June 2nd and now are closer to 13 to 15. Extremely slow indeed.

[00:31:16]Oh, did they launch with eight concurrent 24 by7 cars in June? Where do you get this from?

[00:31:25]Did they you mean cyber caps?

[00:31:29]Oh, June 20. Ah, okay. I thought they launched just today. Cyber caps. Okay, guys. I have to run. I hope that was a little informative. This was like a new news uh headline uh format where we had three rapid headlines just because they happened so I had to report on it. And uh I hope to see you tomorrow. Until then, bye-bye.