The author expresses bullish confidence in Elon Musk's execution capabilities and defends Tesla's unconventional valuation, while showing less trust in Intel's foundry ambitions.

AI Summary

The author expresses bullish confidence in Elon Musk's execution capabilities and defends Tesla's unconventional valuation, while showing less trust in Intel's foundry ambitions.

Honestly... I have more trust in Elon with building a foundry like Terafab. Then I do with $INTC with their merchant one? The guy literally made reusable rockets like Starship, the size of small mountains, go vroom vroom into Space. Yes, $TSLA looks overvalued by every conventional metric. But Tesla is not a conventional company and should not be valued as such. The guy knows how to get stuff done (with some delays), it’s more of a matter of time with humanoids or FSD. Need more out-of-the box thinkers like him both in running companies and sharing thoughts on X.