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I have never been more bullish about $TSLA
104,927 Aufrufe • vor 1 Jahr •via X (Twitter)
11 Kommentare

Calling Dan Ives one of the greatest bulls in history is a bit of a stretch. He has made a lot of full 180s on the stock every time Elon voices his opinion on something, which is always.

Two years without impact from FSD on earnings is an absolute worst-case scenario. I think this is unrealistic. You will see many cities with Robotaxis deployed this year already, and, as you know, any standard Tesla can become a Robotaxi at any time, so the number of Robotaxis will explode quickly. A napkin analysis shows 2000 robotaxis would already contribute to 5% of cash flow, and 2000 is nothing. Now imagine the impact of 50,000 Robotaxis! This will not take two years to reach that number. The launch in Austin is smoothless, and the area is already expanding this week end. I understand your constant position, "be patient, don't buy now, buy later, wait for the dip...". It is generally a good idea, but I think this time has passed for Tesla. The probability of seeing again $150 per share, as you imply, is close to zero. Anyway, that's my take! Else, good video!

I’m good on the direction Tesla is heading.

November shareholder meet will include Elon new comp plan plus XAI stake vote that gives Elon 25% ownership. Longer $tsla is suppressed the better for the comp plan and XAI share exchange.

Bullish Case for 2030 ($1,500–$2,600) • Autonomous Driving Success: If Tesla achieves Level 4 FSD and scales its robotaxi network, it’s a 1 trillion+ market opportunity, justifying prices above $2,000.

I love your new setup Tom!

Some Chinese automotive companies are playing dirty, following the path of Evergrande.

Back above $1T again! 💪🚀🚀

Try it. You'll never look back.

I’m with you!!

Yes, sir. I wish more people would understand Tesla stock as well as you do.
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