G 2 a Milly #9 ❄️ Tempted to go all in Tesla

G 2 a Milly hit the 1 year mark! Woo!! In this video series I'm documenting building a stock portfolio, open-sourced. Now we are 366 days in, and the portfolio is worth $38,673, with 64% in Tesla, 26% in Airbnb and 10% in Coinbase. 2025 is bringing a ton of interesting dynamics to markets, we discuss the post-election Trump Bump, Tesla's robotaxi ambitions, what Airbnb will do next ... and most of all is it worth owning anything besides Tesla stock??? You tell me in the comments below!!

0:00 Portfolio Stats
2:48 Post-Election Trump Bump
4:04 Tesla Stock
7:48 Airbnb Stock
11:00 Coinbase Stock
11:46 Tesla FOMO is Strong
14:24 Thoughts on Palantir & Nvidia

Disclaimer: I'm long Airbnb, Coinbase and Tesla and this show is not financial advice.

[SuccumbedRum]

Love this! Gali and Rob Mauer turned me onto the Tesla growth story in 2019, when I went all-in. 🙏 Forever grateful for that. Every time I do an analysis on other businesses I can't ever find a better return that Tesla. So hard to diversify lol!

[danb]

Only own TSLA. I’d love nothing more than to diversify. However, I can’t unlearn the clear advantage Tesla has in multiple industries. Their path is clear. They will be the largest MC within the next 3-5 years.

[iCozzh]

Airbnb & Booking Holdings are great buys. ASML is undervalued, Google & Amazon are great buys at today’s prices also.

[nikolajnielsen]

I was well diversified when I started investing in stocks but after 1 year i invested everything into tesla

[cryptocoinkiwi]

I too am considering going all in on Tesla.

The stars seem to be aligning.
I also think Waymo will not have long to live after Cybercabs take off. The $/mile will be much cheaper in a cybercabs and they will be able to go anywhere (although they will be geo-fenced initially to places in California and Texas)

The further down the line Optimus is going to make all other Tesla business look like minute ants.
2029+, That is what is taking Tesla to a $10 Trillion marketcap.

[davidgarfitt]

Gali...look at EOSE it's energy storage stock..up over 376% in 2024.

It finished third best stock in the stock market in 2024.

EOSE is also forecast to do the same in 2025. Jeff Lutz as well as many other smart investors are in this stock.

$5 and change now stock.
This still has many catalysts coming in 2025 bear case is $18 and a bull case $30.

[sphire]

nice portfolio keep tsla on a market dip change coin for pltr and anb for nvidia.

[LIamaLlama]

Brother! Have you looked at JOBY at all? I'm bullish AF and think they're going to solve the air taxi. Super interesting company. High risk high reward. I think they're doing it though.

[Dominic_]

Congrats on your year, S&P was up 25% last year though not 11%

[Hoianboy-hmbo]

ROMA FC! cool jersey bro, miss the mourinho era

[SwingingInTheHood]

Just found your channel. Love your philosophy: You buy what you know. That is one of Warren Buffet's top recommendations as well. I think you are right to be skeptical of Nvidia's future earnings potential. I don't believe their moat is as big as everyone thinks it is today. There are tons of competitors on the horizon. As for Palantir, I work with AI today and see their business model as the best use of AI for general business profitability being implemented today. And, they happen have the perfect tool for helping the government achieve maximum efficiency. With the advent of DOGE, Palantir happens to be the right company in the right place (pals with Musk) at the right time (Trump administration).

[DCGreenZone]

People are going to buy robots to walk their dog, serve them drinks. 😂

[tkbuz]

I’m very bullish on TSLA and COIN, but don’t see the same potential with ABNB. I just don’t see the moat or same growth potential from here. Their fees have also gotten crazy high causing me to look for other options when I travel.

[janfm]

Maybe Airbnb should just buy robotaxis and let customers book travel and stay over their platform. Making it a roundtrip platform where no plane is necessary. On the other hand über tries to expand from rides to delivery to holiday with their latest acquisition of Expedia? What's your take ?

[jeoboden]

Gali can you speculate on which used models will be able to join the robotaxi fleet and in what order or anything like that? Or point me to people who have discussed it?

[lucs]

Gali to answer your AI question, i doubt a good enough model could ever solve the computation requirements of a chip. The thing an AI does is compute numbers over and over in order to get the correct weight distribution to solve a problem, the more numbers that can be computed the faster it happens. So NVDIA isn't going away anytime soon

[mvrz]

Please make an in-depth Apple stock video, admire your research.

[ThysRoes]

Check out NVidia's software and AI hosting. They're becoming the AWS of AI. It has been ramping for two Q's or so.

[YR]

You want to take risks when Young, like buying TSLA, PLTR. When you're about to retire you can diversify into ETFs.

[WishfulWanderers]

How come you're only ~100% up on Tesla? Is this a separate account to your initial Tesla investing account?