Episode notes
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 ...
Keywords
AI FinancialxAIElon MuskAI bubbleAI Investing