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Motley Fool Hidden Gems Investing

The Newest Big Idea from Elon Musk: Terafab

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 23 March 2026

⏱️ 19 minutes

🧾️ Download transcript

Summary

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson & Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Elon Musk just pitched his next big idea. This is Motley Fool Money.

0:10.0

Welcome to Motley Fool Money with the Hidden Gems team. I'm John Quas, joined today by

0:25.8

Matt Frankel and Rachel Warren. Today we're talking about Elon Musk's big idea, as well as some

0:32.0

other big ideas that we really like. But first, I kind of wanted to avoid it, but we have to talk

0:36.6

about it. Early this morning, before the market opened, U.S. President Trump announced that they'd

0:42.0

had productive talks with Iran over the weekend. Of course, we all know that the operations

0:49.0

happening in Iran have had a huge impact on oil prices. It's been a roller coaster ride, and I'm positive.

0:59.0

We have not reached the final chapter of this ride yet. But with the market up so sharply

1:03.9

today, I felt like we needed to talk about it, acknowledge it. Rachel and Matt, the market

1:08.6

was down last week, up sharply this morning. Was the announcement

1:12.4

from the president that good? Was the news that good? Well, yes, and no. So for one thing,

1:17.7

I mean, you said we try to avoid talking about the war, but it's nice to talk about it on a somewhat

1:21.8

positive note for a change. For one thing, take this news with a big grain of salt. As you said,

1:27.1

we're probably not close to the final chapter yet. The president decided to delay certain strikes specifically

1:31.9

on Iran's energy resources after productive talks. And right after he said that, Iran quickly

1:38.2

denied that any talks had actually taken place. So Iran at the beginning of the war, if you remember,

1:42.9

they said that they're, I think it was their prime minister, is that what it's called, was alive and well after he had been killed in air strikes. So, you know, who's to say what did or did not happen? And if talks happened, how productive they actually were. Of course, this is two different sides telling two kind of very biased sides of the story, I guess I would say. But on the other hand, the market

2:01.6

was clearly ready for any signs of de-escalation in the conflict, and we finally got one. For the past

2:07.5

few weeks, I don't know about you guys, it seemed like the situation was gradually getting worse

2:11.6

and more uncertain on a daily basis. It's a nice change of pace. So just to be clear, the war is still going on. I want to get

2:19.5

that right out there. So we're not likely to see a broad, sustained rebound in the market in

2:24.8

unless further developments happen. Even after today's move, my portfolio is still very much down.

...

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