Everything Money

"He looked at seven stocks he thinks have the potential to outperform the Mag 7 including Tesla over the next decade."

"Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

"Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

"And the major tech companies, don't think that they're just going to be left out. Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

"I think Google, parent company Alphabet, would disagree. The competition so far is coming heavily from Waymo, which I know for a fact Paul has actually used and had experience with."

"Well, then you're left holding a car company at a high-growth software company valuation. And I need to be honest with you, that will be an extremely painful place for you to be."

"For example, from BYD in China, who overtook them as the largest EV producer in the world, and also from a few other companies in the US, from a growing number of EV makers globally who are trying to close this technology gap that Tesla has had for years."

"Tesla is facing real competition at this point. For example, from BYD in China, who overtook them as the largest EV producer in the world, and also from a few other companies in the US, from a growing number of EV makers globally who are trying to close this technology gap that Tesla has had for years."

"So the CapEx from this week's earnings call, the Tesla CFO said 2026 CapEx will be over 25 billion dollars. Guys, 25 billion dollars. That level of spending will result in massive negative free cash flow for the rest of the year, basically guaranteed."

"Tesla has not filed for all the permits it needs in California to operate a commercial robo-taxi service."

"First, in 2016, Elon said that all Tesla vehicles being produced had the hardware to be completely self-driving. In 2019, he said Tesla would have 1 million robo-taxis on the road by the end of 2020."

"Adjusted EPS of 40 cents or so versus 35 cents, which was expected, and gross margins came in at a whopping 21.7% versus the 17% Wall Street was previously modeling. That is a significant beat. The car business is performing better than people actually expected."

"And guys, here's what really excites me as an investment analyst, the Q1 numbers themselves from Tesla were far stronger than anybody expected. Revenue of $22.4 billion, up 16% year over year, crushing estimates."

"Cybercab, the dedicated robotaxi vehicle, is on the schedule for production, according to Elon. And Tesla revealed it's designing its own AI chip called AI5, completing the final stage of the chip design process very shortly."

"On robotaxi, Tesla is moving even faster. As of right now, the company has expanded unsupervised robot robotaxi services to parts of Dallas, Houston, even in Austin, Texas."

"Musk said during the Q1 call, "I think Optimus will be our biggest product, not just Tesla's biggest product, but probably the biggest product ever created.""

"He said, and I am quoting him directly when I say this, "I think it's time to bring the Model S and X to an end with an honorable discharge because we're moving into a future that is based fully on autonomy.""

"He announced that Tesla is converting part of its Fremont, California factory, the one that currently builds Model S and X vehicles, into an Optimus robot factory."

"Tesla is no longer being talked about as a car company. Investors, analysts, and Elon Musk himself are framing this as an AI and robotics story."

"Now guys, our third stock today is Builders First Source. The ticker is BLDR."

"I bought Sprouts when it was trading in the low to mid-30s. The stock ran all the way to 170. Now, I had a I did a thing called covered calls. I had shares taken away from me at 165. At the time, I was like, "Oh, crap. Why?" Cuz it drove even higher. It went to as high as 182. And I thought, "Oh my gosh, did I miss out?" But, I'm like, "No, the stock is not worth anywhere close to that." And guys, I got lucky. Since then, the stock has pulled back significantly, but the business has not fallen a"

"Stock number two, Sprouts Farmers Market. Guys, this is a grocery store chain, but not your typical one. They focus entirely on natural, organic, and health-focused food."

"Okay, so Adobe is now a $104 billion market cap business. That's the actual price of the company, not the share price. This is if you bought every share outstanding. Now, enterprise value is 115 billion. So, this $11 billion difference between market cap and enterprise value is essentially their debt. Okay? Guys, it did 10.3 billion in free cash flow last year."

"Companies like Microsoft and Google are like eight to 10 times sales."

"Companies like Microsoft and Google are like eight to 10 times sales. Now, again, what's the story behind Adobe right now? Well, the business is bad. AI's going to replace it. Maybe. But I look at this going, "Damn, you know, it reminds me a lot of Microsoft back in In when people were telling me it was a dead company.""

"First up, Adobe. Guys, if you've ever edited a photo, signed a PDF on your computer, or watched a professionally edited video, there's a very high chance that Adobe software was involved."

"Now guys, our third stock today is Builders [899s] First Source. The ticker is BLDR."

"And here's the key [544s] difference from a regular grocery store [545s] like Kroger or Albertsons or Publix."

"Stock number two, Sprouts Farmers [524s] Market. Guys, this is a grocery store [526s] chain, but not your typical one. They [528s] focus entirely on natural, organic, and [531s] health-focused food."

"Companies like Microsoft and Google are like eight to [218s] 10 times sales."