Tesla Q3 2025 Earnings & Conference Call Analysis 📊📞
The results are in! Tesla has released it's Q3 2025 financials results and shareholder letter. It was a record quarter with $28B in revenue, $5B in gross profit and $1.6B in operating income. Additionally, Tesla pumped out $4B in free cash flow ($6B+ from operations). Now all eyes are on the future. It was a FASCINATING conference all as Elon dove deep into Cybercab launch plans, Robotaxi network expansion and the V3 Optimus rollout. 0:00 Intro0:24 Tesla Q3 2025 Financial Results3:00 Conference Call Opening Remarks from Elon6:50 CFO Talks Tesla Financials 8:43 SAY Retail Investor Q&A9:03 Being Paranoid About Robotaxi/FSD Safety10:30 Robotaxi Update / Expansion Plans11:28 Optimus V3 Launch & Ramp12:57 Elon Musk On His Own Compensation/Ownership Package 14:15 AI5 Chip Progress & Potential (built by TSMC and Samsung)16:10 Self-Driving Tesla Semi Trucks Coming16:30 Cybercab Launch & Production Plans In Q2 202619:15 Optimus Is Tesla’s Newest Startup21:01 Tesla and XAI Partnership, Different AIs21:53 Robotaxi Safety Drivers22:20 Tesla FSD Software Releases, Safety & Comfort22:49 1M Optimus Production Line .. Ramping in 2026!?24:03 VOTE VOTE VOTE Before Tesla’s 11/6 Shareholder MeetingMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and am not a financial advisor. This show is not financial advice.
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G 2 a Milly #13 🐢 Bought Lemonade, Want Tesla
The 13th installment of G 2 a Milly! Where I open-source building my investment portfolio. In this episode I recap my purchase of more Lemonade stock, and how despite seeing the potential there, I can't help but keep thinking all of my money should be in Tesla .. my #1 best idea. What are your thoughts? Can you relate? Leave questions in the comments for me to answer next episode!My X: / gfilche HyperChange Patreon :) / hyperchange 0:00 Portfolio Update1:48 Tesla & Bitcoin Have 10X Potential2:09 Bought A Little More Lemonade4:08 Tesla FOMO Is Strong8:30 Schemin on Zcash (ZEC)10:15 Schemin on Worldcoin (WLD)11:38 Secretly Trying To Buy As Much TSLA As Possible12:28 Lemonade’s About To Go Profitable13:10 FSD/Robotaxi Is Going To Be HUGE14:41 I Love Stocks With Big Visions17:15 Viewer Q&ADisclaimer: This show is not financial advice and the portfolio could change at any time.
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Today, I Got Space-Pilled 🚀👨🚀
After touring the startup Starcloud today in Redmond, WA (video coming!!) I couldn't help but take a step back to think about the Space Economy .... SpaceX's Starship is on the cusp of radically decreasing the cost and capacity of launching things into space. This will unlock an entire ecosystem of new companies and economies. Starship is the railroads for space, and Starlink is the connectivity. With these puzzle pieces in place, we are about to enter a golden age of space exploration and expansion!!My X: / gfilche HyperChange Patreon :) / hyperchange
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Tea & Tesla #3 ⚡🍵 New 'Standard' Model 3 & Y!!
Tesla has launched the all-new Standard Model Y and 3. While this may seem trivial at first, it has huge implications for sales and EV adoption. The average new car sale in the US is for $49,000. Tesla is now ~20% or more below that with the new Standard Model 3 & Y. With FSD you can get the Standard Model 3 for under $45K ... WITH FSD for UNDER $45,000!!! This is an incredible deal that I don't see lasting as FSD becomes unsupervised. What were your thoughts on the launch will you be ordering a Tesla? If you do use my referral code!!Gali's Tesla referral code: https://www.tesla.com/referral/galile...0:00 Hype before the announcement1:23 Tesla Unveils Cheaper Model 3 & Y3:47 Shoutout to may favorite tea4:20 Standard Model Y Specs6:44 Standard Model 3 Specs7:24 Implications for Tesla Stock8:57 Savings for a Tesla vs ICE vehicle 9:53 FSD For Only $8,000!!10:56 I’d Rather Have a Model Y than a Ferrari12:57 New Model 3 & Y Will Move The Needle For Tesla13:40 Once You Go FSD, You Can’t Go BackMy X: https://x.com/gfilcheHyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock. This show is not financial advice.
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Can Lemonade Stock 10X? 🍋 w/ Paper Bag Investor
My interview with the Paper Bag Investor on Lemonade stock ($LMND). Huge shoutout to him for coming on the show!! I will keep you all posted on if he's convinced me to buy more shares... let me know what you think in the comments! Are you long Lemonade stock? Why? Why not?Paper Bag Investor YT Channel: https://www.youtube.com@PaperBagInvest Paper Bag Investor X: https://x.com/PaperBagInvestLemonade Q2 2025 Shareholder Letter: https://www.lemonade.com/investor-rel...0:00 Intro: Paper Bag Investor0:44 Lemonade Bull Thesis: Disrupting Insurance6:58 The Owner/Operator/Founder behind Lemonade: Daniel Schreiber & Shai Wininger9:17 What insurance does Lemonade sell? Renters, Pet, Car, Home …13:30 How To Understand Lemonade’s Financials18:30 Lemonade’s Fair Value is $100-$200 per share22:46 Lemonade’s Gross Profit is BOOMING25:28 Lemonade Is About To Get Very Profitable26:22 Why Lemonade is Misunderstood30:51 Lemonade’s Growth Rate, Accelerating or Nah?32:05 Reinsurance Change, From 55% to 20%33:40 Lemonade Car Insurance Potential34:10 How Does Tesla Robotaxi Impact Lemonades Car Insurance Business40:27 Lemonade Is Constantly Evolving, In Many Businesses 41:00 Getting Inspired About Lemonade Building A Brighter Future46:08 Viewer Questions from X50:03 Lemonade FOMO Ramping My X: https://x.com/gfilcheHyperChange Patreon :) / hyperchange Disclaimer: I'm long Lemonade (LMND) stock. This show is not financial advice.
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