In the spirit of transparency, I’m only suggesting that $TSLA management share with investors the actual FSD attachment rate 3-6 months out rather than trumpet a clearly inflated 75% attachment rate that comes right after the free trial period. Despite clearly technically superior products, $TSLA stock has not moved in 5 years due to lack of credibility resulting from overpromise and hyped-up expectations. I’ve said for years that TSLA’s Achilles’ heel is poor communications. $AAPL does not have a credibility problem.

Elon Musk says “robot RAM needs will exceed everything else on Earth” and believes superintelligence will eventually drive even more demand through deep space compute. To put that into perspective $TSLA producing 10M Optimus robots a year would require ~720 petabytes of memory at 72GB per robot. Pretty wild for $MU and $SKHY as AI expands beyond data centers although robots use LPDDR rather than HBM so this could become a much bigger volume story.