Panic over Nvda - excess inventory and increasing days of sales outstanding?
Don't worry.
@BoonTeeEng covers those points perfectly. Thanks bro.
https://t.co/ZbSATaSXsX
FSD 13.2.6 in China smoothly navigates a construction dirt road, with near perfect timing and execution.
@MarkRober take notes for you next self driving benchmark
@randomvik@MrTeslaX Definitely will increase probability after personal experience. Question is how much significance. Same concept as Tesla is, imo, one of the best cars i’ve driven (miles ahead on tech and safety), but deliveries are declining yoy
Bought some $TSLA this week. 10 thoughts about Tesla to close the my year 2023 with:
1. Recent purchase will be a short term position, intend to hold these purchase for about 1 year till Dec 24.
2. Felt optimistic about the progress of Teslabot, think the TAM is huge.
3. Don't feel optimistic about FSD anymore, don't think level 5 FSD will be available till 2025 and beyond.
4. Don't think Tesla will be $800 by 2025.
5. Which is also as good as saying I don't think Tesla will be $69 by 2025.
6. Love the company, love the technology and it's vision for the world. Moving to the use of substainable energy, having a Cybertruck that feels like the future and building of the Teslabot. It felt like Apple but on a innovative high, building crazy shit which is forward looking.
7. Half way though reading @elonmusk biography, think he is brilliant and at the same time lucky for most of his decision made. Sometimes you just need to take that leap of faith. Quote not from him but from Chicken Run the movie.
8. Think Model 2 will be the real game changer.
9. Cybertruck is cool but probably will end up like a Delorean. Much better in terms of sales but due to it's size and build (sharp edge), probably might be hard to sell this to the rest of the market. Still very glad that Elon push through for this truck to be mass produced.
10. Most "investor" are just looking for quick bucks investing in Tesla. Don't think you will ever get the gains you will be satisfied with if you are invested in the short term. Look else where, investing is not for the short sighted people. Stop complaining that you bought at the top and losing your shit over it. No one dictates your life and your actions. If you regret just move on, sell your stocks and buy something else. Buy BTC, you probably do better.
Thank you for reading till your end of this long post. Let's all have a good 2024 ahead.
P.S. Health is wealth, I am long in health. This is a financial advice.
It does not matter how many views Cybertruck reviews get. It does not matter how great Cybertruck is. How many Cybertrucks can Tesla make is all that matters. How fast can they scale is all that matters. Tesla already has lots of fans and excitement. They need to execute. This is all that matters. $TSLA