I really do think that Tesla is on the verge of its next leg higher.
We are seeing increased production and manufacturing across-the-board globally for all their operations.
From megapacks to EV‘s, AI, FSD, semi’s to superchargers and all the other products Tesla is offering, they’re all growing.
Over the next 1 to 4 years, we are going to see this stock explode higher.
Whether or not they merge with SpaceX is irrelevant imo, we will still see the stock grow quite handsomely from $400 to over $2600 over the coming years..
There is increased margin, expansion, profitability, and manufacturing capacity happening at record levels.
This doesn’t even include the Optimus robot, which should be launching in the next 1 to 3 years at scale.
Giga Texas is actively building the Optimus factory and the data center that will be the brains behind it.
Tesla is actively investing in capex and it will exceed $25 billion this year. That’s not including any acquisitions or adjacent investments they decide to make on top of that.
The Terafab in partnership with $SPCX will also be a huge boost to the long term thesis around Tesla. It will increase domestic supply of AI chips.
$TSLA is undervalued here just based off their growth that’s coming.
Buying under $400 is ideal.
$HOOD Robinhood just announced a 10% cut to their workforce.
3 things:
1️⃣ First, my heart always goes to the employees who were let go. I've had the opportunity to meet many Robinhood employees, and I probably know some of the effected. No matter the severance package, it's a painful thing to have happened.
2️⃣ This is how you avoid going the route of $PYPL and $XYZ, who dramatically over hired, were grossly inefficient, and then fired large numbers of employees during times of weakness.
There's a $20m restructuring charge and $8m of SBC landing in Q2 from this, per the SEC filing. There's no notes on the savings for the business, but it sounds like the severance package is quite generous.
3️⃣ There were no mentions of AI in the letter from @vladtenev. Disingenuous CEOs AI-wash layoff notices, typically blaming the technology or macro. Not here.
Instead, this was framed as a proactive measure by a strong company to help maximize talent density.
$TSLA 🇹🇼
BREAKING : Tesla announced on June 15 that it had submitted application documents for FSD(Supervised) to the Taiwan Vehicle Safety Certification Centre (VSCC).
This is very big news! Following this fact, Tesla will stop selling FSD One-time after June 30.
Congratulations to your Taiwanese friends waiting for Tesla's FSD!
If $SPCX were in the S&P 500, it would command 4.3% of the entire index or $2.9 trillion worth from recent $220/share price.
The total index at its peak was valued at around $68 trillion.
These numbers are getting silly.