Cern Basher
@CernBasher
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Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice
Sarasota, FL
Joined March 2011
For those that may have missed my earlier posts on humanoid bots, here's a compendium of some relevant posts... a 23 part thread... 1) A deflation machine 2) An economic reboot 3) Humanoid bot motto 4) Bot napkin math at massive scale 5) Bot market vs EV market 6) Humanoid bots
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Hey Delaware, the Tesla shareholders have spoken (again, and yet again).
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Introducing Large Visual Memory Model (LVMM) 2.0, in partnership with @Qualcomm Advanced visual AI is now on your phone, and in your home cameras. AI that understands your photos and videos, runs 100% privately and securely. ALL on-device. The beginning of on-device
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We’ve seen the future… one with billions of robots and abundance for all.
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Public relations taught me to spin the truth. Law taught me to hide the truth. Only creative writing allowed me to tell the truth.
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Elon: “We’re gonna have to build a gigantic chip fab. A TerraFab.”
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Elon: “FSD v14.3 - you pretty much will be able to fall asleep and wake up at your destination.”
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Elon - “in the next month or two we will allow people to text and drive.”
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Tesla will build a 10 million Optimus production line at Giga Texas - that’s over 27,000 robots per day!
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We are heading towards an age of abundance - with low cost intelligent labor.
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GigaTexas!
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...a big announcement at 4pm today?!
Throwback Thursday. Me, with my first @Tesla that @elonmusk bought for me many years ago. He paid full price. My nephew asked if he can get a family discount. Elon said, every owner is family, so… no. I can’t believe how many Tesla owners are in Austin today. They are having so
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Cash Furnaces - all EV makers (except for Tesla) are cash furnaces - racking up over $90 billion in losses. By the way, there are no limits to how much cash a company can burn - provided their investors don’t value their capital!
Chart updated for Lucid: as of September 2025, Lucid ranks #3 most cash burning EV maker globally with total reported cash burn of $14.4B behind Rivian $23.2 billion and Ford's EV segment $15.5 billion. These 'top 3' have lost a combined $53.1 billion since inception. All
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My wife just did her first gig in Austin… And yes, we’re moving here because apparently when she says “I need space,” she means “four states away.” She also deleted every social app except YouTube because, in her words: “I don’t have the maturity for social media.” She’s
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Analysts keep raising $TSLA price targets, some calling for $500–$600 a share, but @CernBasher says that’s still way too low! His model puts fair value between $660 and $1,200 today… and over $2,000 if you factor in Optimus! 🤯 Is Wall Street still missing the real @Tesla
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