Emmanuel Merali

Proudly and deeply Jewish. Unrelenting supporter of Israel as a Jewish country.

[Emmanuel Merali @ifullgaz]

$TSLA down today, not a surprise.
P/E will make circles around 75, going down to 65 up to 85 for a while - probably until the end of the year.
Could get to $300+ after CT starts being delivered in Q3.
75 P/E is fair for @Tesla this year. 2023 is a particularly hard year economically speaking (macro, interest rates, inflation and maybe a second wave next year).
My PT for 23Q4 is $330.
2024, Tesla will have to prove that they can achieve their 40-50% volume increase per year and still sell every single vehicle they make. Model 3 Highland and CT may help, through indirect advertisement (word of mouth, wow factor...). If they do, average P/E for Tesla will probably go up to 80, especially if most macro headwinds start fading away.
My PT for 24Q4 is $490.
2025 is the year when $TSLA explodes. With CT ramped up and Model 2 ramping, Tesla will most probably beat 50% increase volume and delivery. By then, Model 2 will see the most demand any car has ever seen and FSD 12+ could already be approved (or being evaluated for approval) in several US counties of even states. Average P/E of 85 to 90 is reasonable.
My 25Q4 PT is $850.
Then we get to 2026...
That's when it gets crazy. Tesla beat their own estimated 50% production YoY increase and Model 2 is on the way to be the best selling vehicle in history. Not yet, ramping is still in progress, but they can't seem to make enough of them. 2 or more automakers announce that they will license FSD and purchase FSD hardware from Tesla. xAI work with Tesla on Optimus, of which 12s already work in Giga factories. Wall Street wake up to the fact that software and energy become a major source of income with massive margins for Tesla. They recognize that Tesla will keep their lead on the rest of the industry for the next 10 years or more. P/E goes to the roof, 150 to 180 is almost certain, 200+ possible.
My PT for 26Q4 is $2550.
If that happens, Tesla will be worth $8T.
Am I being too optimistic?

@CuriousPejjy @stevenmarkryan @farzyness

[Emmanuel Merali @ifullgaz]

@naftalibennett We should do exactly what the goyim are accusing us of doing instead of playing this stupid game of how many Jews we can sacrifice on the altar of your pseudo moral high grounds. Ben Gvir is a real man, you are a traitor, a fool and a wimp.

[Emmanuel Merali @ifullgaz]

@BrandonShwaub @asafhadar2 @piersmorgan Yeah, a real Jew and proud of it.
But a victim? Never, we’re not whining Arab losers 🤡

[Emmanuel Merali @ifullgaz]

Why are dead women and children so important to Muslims suddenly? Is that because you can’t rape dead kids? Or stone dead women? You never cared before, I mean unless they’re Jewish and you massacre them yourselves, right?
Trash like you will be taken out every other day of the week.

[Emmanuel Merali @ifullgaz]

@KaijaMansfield @asafhadar2 @piersmorgan Amen! I hope of libtards like him go away soon so that we have our hands free at last!

[Emmanuel Merali @ifullgaz]

@ParPariAgha @__a__n__o__n___ @asafhadar2 @piersmorgan You could t be more right! Arabs invaders stole our land, but we’re taking it back! Thanks for your support!

[Emmanuel Merali @ifullgaz]

@__a__n__o__n___ @asafhadar2 @piersmorgan Not true, a lot of us think even Ben Gvir is too soft. I for one would gladly open the doors of hell for every single one of them.

[Emmanuel Merali @ifullgaz]

@asafhadar2 @piersmorgan You’re a useful idiot and we would prefer you to leave pronto.

[Emmanuel Merali @ifullgaz]

Oh come on. Even if that was true, wouldn’t the world be a better place without all these animals going medieval on Jewish civilians? And if not, give just one good reason! Same for Gaza, Judea and Samaria. A good cleanup would go a long way towards peace in the region, that’s for sure.

[Emmanuel Merali @ifullgaz]

@AynReagan I can’t agree with you on this. Thanks to Musk, people like us have their voice back. The best weapons against antisemitism are healthy discussions, vigorous insults and devastating wars. It’s our own Jews that stop us from the latter.

[Emmanuel Merali @ifullgaz]

@iamtomnash 👍🏻

[Emmanuel Merali @ifullgaz]

@iamtomnash Thanks Tom. I would be happy to have your view on what’s going on with $PLTR though, because they’ve been boned lately… Will we see an uptick again soon, in your opinion?

[Emmanuel Merali @ifullgaz]

@rustyrockets I’ll tell you what’s happening: Islam is God’s punishment for the people who have cursed - and abused - Israel throughout history. Your society bleeds for the sins committed against us for 2000 years. Israel, our land, thrives with the return of his chosen people. Can’t you see?

[Emmanuel Merali @ifullgaz]

@iamtomnash Yeah, what happened to $PLTR?
In your opinion, when will it start to recover?

[Emmanuel Merali @ifullgaz]

This is quite the opposite. The relation with the US, as good as it may have been at times, is akin to an abusive relationship.
Bibi has set the goal to step back from the position of dependence years of pressure has put us in and rightly so.
If anything, the US need Israel more than Israel need the US.
You know that and it makes you mad.

[Emmanuel Merali @ifullgaz]

@NickJFreitas @PattyMurray @SenWarren Boom

[Emmanuel Merali @ifullgaz]

@Osint613 I’m sure she begs, sometimes…

[Emmanuel Merali @ifullgaz]

@EliAfriatISR Moshe Rabenu

[Emmanuel Merali @ifullgaz]

@LangmanVince Regardless of which side you support, this is the right way to wage a war: destroy infrastructure and displace/terrorize population. If either Israel or the US had been willing to do that, there would be no more wars.

[Emmanuel Merali @ifullgaz]

@uricohenisrael @MikeNew19512115 Yes