Crossroads
Bootleg Weekly: Tesla Master Plan Part 4, Bitcoin, Seasonality
9/3/2025, 10:57:37 AM
Economic Summary
- Electricity prices rising sharply, especially in Northeast US.
- Energy constraints could limit AI expansion.
- Institutions restricted from direct crypto investments.
- Prediction markets expect Tesla record deliveries in Q3.
Bullish
- Tesla FSD take rate increasing on premium models.
- RoboTaxi expansion could boost FSD adoption.
- BMNR trades below NAV, offering leveraged ETH exposure.
- Energy demand surge makes solar compelling near-term solution.
Bearish
- Tesla lacks concrete steps in Master Plan Part 4.
- Tesla faces lull in catalysts until Optimus production.
- Energy infrastructure lag may constrain AI and economic growth.
- High geopolitical risk in Brazil for Nubank operations.
Bullish tickers
TSLABMNRNU
Bearish tickers
TSLAENPHNU
People mentioned
TevisBenAlex KarpElon MuskLarsJay LenoMark RoberMattChrisTom LeeBrockTannerJeremyBilly JackBarryNick