Called $BTC bullish on Jan 15, 2023: $BTC rose 46% in 6 months.
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@Robostrategy Not investment advice
Cite asCryptoQuant has tracked the directional calls on TSLA by @Rewkang on X since Jan 2021: not yet scored on TSLA (as of Nov 11, 2026).
Other assets covered (11)
Relative view by default: fewer than 30 TSLA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Rewkang to submit corrections.
Called $BTC bullish on Jan 15, 2023: $BTC rose 46% in 6 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
We probably have the top humanoid companies reaching 1 million annual production rate in 2029-2030 But robots even at smaller scale have an incredible economic impact. The largest robotics company in the world, Intuitive Surgical (~$150b), sells ~2,000 robot systems per year. Unitree sold ~5,500 humanoids last year. Symbotic sells 5,000-10,000 SymBots per year. Take an example of Tesla and Figure scaling production at their current rate and hypothetically each achieving 50,000 robots / year next year. A robot in the US working 2-3 shifts would produce >$100,000 of economic value compared to fully loaded labor equivalent. That would be >$500k of economic value over a 5 year useful life. Annually, that would be >$25 billion of future economic value created at that 50k robot / year scale. This value will be split between customer and robot OEMs, but I expect the value realization split to shift from customers to OEMs. Hardware will be a bottleneck and machines will be increasingly leased, not sold. This has been evidenced by the large RaaS contracts we have seen in the industry this year. Hardware will not be a commodity.
View original →Herbert has been a key media figure in the Tesla & Robotics community His channel is a go to for expert commentary and education for many Space, AI and Robotics investors. I first came across Herbert and @GoingBallistic5 through his channel years ago during my initial humanoid research journey and learned a lot from them. These guys are going to run a killer robotics podcast for @RoboStrategy
View original →Spent the last 2 years obsessively trying to understand where the robotics space is going. US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc Continuing to share more. Requests welcome. https://t.co/2Jhnsso9BJ
View original →Tesla is already starting construction of a plant that will produce 10 million humanoids a year https://t.co/pxTFSEKpGx
View original →Robot models don't have the benefit of internet scale data that LLMs do Tesla, Google, Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io
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