LikeFolio Weekly Roundup: Tesla’s $5K Cybertruck Bet

$5,000. $692 billion. 2 million GPUs.

Those are three numbers worth knowing this week.

Tesla is testing how much more Cybertruck buyers will pay. Alphabet has watched nearly $700 billion in market value disappear. And Amazon is preparing for an enormous wave of AI computing demand.

Each story gives us something new to measure against what consumers are actually doing.

And in a couple of cases, the gap is getting hard to ignore.

We’ve also got a reader question on GoPro (GPRO), where a potential sale, a looming Nasdaq deadline, and a fresh product launch have investors wondering whether there’s still some life left in this moonshot.

Let’s dig in.

Infinite Hold Updates

Tesla (TSLA): A $5,000 Vote of Confidence

Tesla just raised the price of the Cybertruck by $5,000.

The base Dual-Motor All-Wheel Drive model now starts at $77,235, up from $72,235. The Premium All-Wheel Drive jumped by the same amount to $87,235.

Tesla made the move without adding new features or equipment.

A price hike like this can tell us something. Companies have more room to charge customers when demand can support it.

And our consumer data points in the same direction. Tesla consumer demand has been climbing back since hitting a low last November.

The rebound looks even more interesting with Tesla shares still down about 20% this year.

Consumers are coming back faster than the stock.

We pay close attention to gaps like this, especially as Tesla builds businesses that could become far bigger than vehicle sales alone.

ARK Invest estimates autonomous taxis could eventually carry passengers for around $0.25 per mile, versus roughly $2.80 per mile for a human-driven ride-hail trip today.

Tesla is also preparing to spend $10.1 billion on a massive solar manufacturing facility near Houston. Meanwhile, its energy storage business just posted a record 13.5 gigawatt-hours of deployments in the second quarter.

The stock might be down, but consumer demand is heading the other way.

Stay bullish.

Google (GOOGL): $692 Billion Says a Lot

Investors have erased $692 billion from Alphabet’s market value since May.

That’s what happens when Wall Street starts questioning one of its favorite AI stocks.

Alphabet shares have fallen 15% from their all-time high as investors worry Google could lose ground in AI. Delays around its next Gemini model have added fuel to those fears.

We’re watching something different.

Are consumers still choosing Google?

Google already owns one of the most valuable starting points on the internet. Billions of people turn to its products every day to search for an answer, watch a video or get something done.

Now Google gets to layer AI directly into those habits.

We’re already seeing signs of traction. Google says Gemini 3.7 Flash has become its fastest-growing model yet, while its Gemma models have topped 1 billion downloads.

That gives Alphabet something most AI challengers would love to have – a massive audience already showing up.

Wall Street just knocked nearly $700 billion off Alphabet’s value because investors fear Google is losing its AI edge.

If consumers keep choosing Google anyway, that selloff starts to look a lot more interesting.

Amazon (AMZN): 2 Million More GPUs Are Coming

Amazon just ordered a lot more horsepower for the AI boom.

AWS and Nvidia (NVDA) announced plans this week to deploy 2 million additional Nvidia GPUs across Amazon’s global cloud infrastructure in 2027 and 2028.

The key word there is additional.

Back in March, AWS planned to add more than 1 million Nvidia chips starting this year. Customer demand has already blown past those expectations.

Now Amazon is preparing for another 2 million.

That capacity will support everything from AI agents to robotics. AWS and NVIDIA also plan to build secure AI infrastructure for the U.S. government, including 100,000 GPUs dedicated to federal and national-security workloads.

This gives us another look at just how fast AI demand is moving from experimentation into real spending.

We saw it in Amazon’s latest results. AWS revenue jumped 36.7% year over year to $42.2 billion, while its backlog reached $496 billion.

Amazon needs a lot more computing power to serve that demand. And it’s spending now to make sure AWS has it.

For us, 2 million more GPUs sends a clear message: Amazon sees much more AI growth ahead – and it’s building the capacity to capture it.

Member Q&A: GoPro (GPRO)

“I’m holding a little GoPro, bought at $0.60, the 52-week low. The asset page is pretty glum. I hear it has until early 2027 to trade above $1 or be delisted, and that the company is looking at being bought out or merged. Is there any good buzz on this company?”

Joe, your facts are right on both counts. Nasdaq gave GoPro until mid-January 2027 to hold above $1.00 for 10 consecutive trading days or face delisting.

The company is actively pursuing a sale, and CEO Nick Woodman said on the August earnings call that the process has reached its later stages with interest from defense, consumer, and financial buyers. He controls 63% of the vote and supports a deal.

Regarding buzz: demand remains higher than it was a year ago but has cooled some from summer levels. GPRO web visits ran negative for most of the past two years, turned positive this spring, peaked near +40% year over year, and sit at +5% today.

The stock is down 64% over the same period.

We're currently tracking a new product drop. GoPro ships the Mission 1 PRO ILS next week, adding a Micro Four Thirds interchangeable-lens model (8K, $699) to the Mission 1 compact cinema line that launched in May.

A fresh product cycle and continued sale-process headlines could spark another demand move like the one we saw this summer. We will monitor.

Bottom line: For us, GPRO remains a moonshot.