저자: 미상 · 외국인
요약 보기
ARK의 캐시 우드 견해를 바탕으로 SpaceX의 우주 데이터센터 사업과 테슬라의 로보택시(반복 매출) 전환을 설명. ARK는 2030년 SpaceX 기본 시나리오 가치를 2.5조 달러, 낙관 시나리오 3.1조 달러로 제시하고 테슬라 목표주가를 2,600달러(시총 약 8.19조 달러)로 언급. 최근 ARK의 테슬라 매도는 포트폴리오 리밸런싱이라고 설명. 자막 기준 발언자 특정이 어려움.
다듬은 글
Hello everyone, welcome to Invest.invest Invest. Today we will be... Let's talk about something that might sound like it came out of nowhere. It's like something from a sci-fi movie, but it's a true story. A trillion-dollar gamble that might... It could change our world forever, we're going to... A deep dive into Ky Wud's groundbreaking vision for the future of SpaceX and TLA.
Wow, that's amazing! Yes, it's really exciting to hear. This is such a great dance! I'd like to invite everyone to close their eyes. Now, let's imagine a data center, that giant data center that drives... This is how we're moving our entire digital world. No longer on the surface of the earth, but floating in...
What would happen in space instead? This is the starting point of the bigger picture that Ky Wood envisions for SpaceX. That's right, from Ky Wood's perspective at Arc Invest, SpaceX doesn't see it that way. It's just another ordinary rocket delivery company again. But she sees a hidden weapon: Data Centers in Space, which she believes is the real game changer.
That's groundbreaking! So, what makes this idea so cool? How is it better than the rest of the world? First of all... Regarding energy, just imagine a data center on Earth! Wow, it consumes electricity like a monster! As soon as we move it into space, the problem starts. That's it, because it can receive energy from...
The sun provides free energy 24 hours a day; there is no day or night, and it's clean energy. Wow, just think how much it will reduce costs! The potential for growth is immense, and that's not all there is to it. Another big problem for data centers around the world is heat. It gets so hot that it has to...
Spending a huge amount of money on cooling systems means... That's a giant air conditioner, but in space, that's a different problem. It disappeared right before my eyes because of the cold. The freezing temperature of space is actually a cooling system. It's the best natural heat source in the universe.
It's like getting free air conditioning for life! So economical. There's so much more to it, and one last, very important point. So, it's all about the area, I've heard. Is the news about protesters opposing the construction of the power plant? Is this problem caused by a factory near your house? What is it called?
" Nimbie" or "not in my backyard" means " not in my backyard," but because it's located inside... Space is vast and boundless; nobody comes here. Absolutely, we're going to protest. We want to make it as big as we want. It's going to be incredibly fast, like there's no limit. Okay, K, that's the spectacular vision of the future for SpaceX.
And what about another subsidiary of Case's, Wood's company, TLAS? Will they play a role? What does the baht mean in this bigger picture, because I see her? I've also placed a huge bet on TSLA. As for the game that Kywood is looking at, it is... It goes far beyond just selling electric cars. Yes, she's looking towards a complete overhaul of the business model.
It all leads to something called Robotaxy. Think about it: originally, we sold cars. One person gets a lump sum of money and that's it, it's over. It became a cash-generating machine. Gradually, every day and every month, from providing car services. Driverless taxis, also known as recurring revenue vehicles, are more profitable than selling conventional cars.
Originally, it was a completely different story. But now... There are some points that might confuse many people because... When the vision seems so grand, why...? Suddenly, news comes out that her ARK fund has been gradually selling off tens of millions of dollars worth of Tesla shares? That seems contradictory.
Isn't that strange? Judging from this slide... You can clearly see the period on the left side. A long-term vision that believes in the future. The extreme, but the opposite is a short-term action. That means they sold off their shares throughout December. Then recently there was more news...hmm, what is it?
What exactly happened? The answer is... What I'm doing is called portfolio rebalancing; it's not a sell-off because... It means they've lost faith or think the company is bad. No, it's not. It's an investment strategy. One thing that needs to be done to manage the proportions is... Don't let the stocks in your portfolio become too large.
This is a case of locking in some profits after... The share price has already gone up very high. This is very common in fund management. Wow, that's a big one! Oh, I understand now. It's clear. That's enough questioning; we've reached the climax. Let's talk about the best part of this story, and that is...
That is the target price or valuation of the company at Ark. It's set up for these companies, to put it mildly. I'll say it straight: the numbers are just too ambitious. It's almost unbelievable! Let's start with SpaceX. AK estimates its target value for 2030 under the normal scenario, or base case scenario (CAS), at $2.5 trillion USD.
You heard that right, trillions! To give you an idea, this is the value. More than some of the world's largest companies. The company's current value, at just 2.5 trillion, is already considered amazing, but wait, there's more! If everything goes perfectly well... What's being called a "boom" is that SpaceX's value in 2030 could skyrocket to a staggering $3.1 trillion!
Wow, that's a huge number! It transformed the entire space industry. Okay, that's not all, it's not over yet. Get ready to meet... These numbers are likely to leave many people speechless. As for KTY, they have set a target share price of $2,600 per share for 2030, which... That would send the market value of TSL soaring to $ 8.19 trillion USD.
The bet is that Tesla will become a company with... The most valuable in history. Humanity itself, indeed. Yes. And the question is... Why set such enormous goals, from SpaceX's space data center to TSLA's robot taxis and all that cash? What exactly are they going to do with such a massive amount of money?
The answer is that it's the ultimate goal of this game. That's either being a news chat or a money-making machine. Live stream to raise funds for a great mission at... The ultimate goal of Eonmasuk was to create colonies on... Mars, and even ARK believes in it. That we might see the first asset of...
Humans on Mars by 2020? Wow, that's a truly magnificent image. Okay, then let's summarize the key points for you. Again, a quick recap: SpaceX is looking far ahead to becoming a data center company in space of the future. As for TLA's future... The Robox network and the bigger picture of both companies is that they are machines that do the work.
Funds for expenses And finally, Ark's strategy was to look at the big picture. In the long term, there will be portfolio adjustments in the short term. Disciplined, yes, that's right, and finally... Now we come to the important question we want to leave you with. I want everyone to think about this.
That trillion-dollar vision... All of this is the vision of a genius. Is it a clear vision of the future, or just a dream? Is this just a beautiful, empty facade? This is a vision of the future that we absolutely must grasp. They were staring intently, without blinking. Thank you very much for joining us today.
Explore cutting-edge visions with us, if you're interested. An in- depth look at a monumental investment opportunity. And since it's so easy to understand, don't forget to subscribe! Please subscribe to our investment channel, .invest Invest. Goodbye for today.
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