Notas del episodio

Everyone thinks Elon Musk is safe from the AI bubble because Tesla has real profits. This analysis argues that's dangerously wrong. 🤯 We're revealing how his entire empire is a financial house of cards, and the AI bubble burst is the wind that could topple it all.

We’ll talk about:

  • A deep analysis of why Musk's empire (Tesla, xAI, SpaceX) is a "house of cards" leaning on the AI bubble.
  • The "Hidden Killer": how Musk's ~$94 BILLION in personal loans, collateralized by his Tesla stock, could trigger a "margin call apocalypse" in a crash.
  • Why Tesla isn't a safe car company but a high-risk "AI mirage." We'll do the math on its 90%+ stock crash when its "AI premium" evaporates.
  • How a capital market freeze (the bubble's aftermat ... 
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Palabras clave
AI FinancialxAIElon MuskAI bubbleAI Investing