Alex $TSLA Bull 10T

Tesla will be $500 in 2025 $TSLA will be $10T valuation by 2030!

[Alex $TSLA Bull 10T @TeslaBull10T]

@Teslaconomics Wrong mentality, margins MUST stabilize no one is giving value to anything else , that’s why stock is a dog in a great market , improve margins ,ramp 4680, ramp CT, introduce model 2, improve FSD, do these things $TSLA will be ATH @TSLAFanMtl @MartinViecha @elonmusk @garyblack00

[Teslaconomics @Teslaconomics]

I've been getting so many questions about what I think will happen on SpaceX IPO day. Let me tell you the truth... no one knows. But I bet it's going to be super exciting.

What often happens with highly anticipated IPOs is that excitement drives the stock up quickly in the beginning. Everyone wants in, headlines are everywhere, and FOMO takes over. Expectations get stretched, and the stock can often end up running ahead of the actual business.

Then, the hard part comes.

The same people who were excited at the top start questioning everything during the first big pullback. Some sell out of frustration, others lose patience, and sentiment swings from extreme optimism to extreme pessimism.

Meanwhile, the SpaceX team keeps executing.

Historically, many great companies spend years in a quiet accumulation phase after its IPO. The stock goes nowhere, interest fades, and most people stop paying attention. That's often when smart long-term investors quietly build positions while the fundamentals continue to improve.

Eventually, if the business delivers, institutions step in. Pension funds, mutual funds, endowments, and large investors begin allocating serious capital. That's when a new phase starts, and the stock gets re-rated based on what the company has actually become rather than what people hoped it would become.

But the question I'm asking myself is will SpaceX follow this exact path?

Nobody knows. It could even rocket to $3-4T on day 1 and never look back as well...

But if history is any guide, I wouldn't be surprised to see early hype, a painful shakeout, a long period of boredom, and then a much bigger move years later as Starlink, launch services, AI infrastructure, and Mars-related missions become a reality.

Always remember, the biggest gains are often made by the people who can stay focused on the business while everyone else is focused on the stock price. The stock and the business are two different animals, and if you can stay laser focused on the long-term and ignore the noise, I believe the ones that hold long-term will be rewarded tremendously.

[Alex $TSLA Bull 10T @TeslaBull10T]

@TheProfInvestor Did u just say PE? lol come on! $NVDA PE is half its growth and no one cares

[Alex $TSLA Bull 10T @TeslaBull10T]

@MarketPalmer_ Preferably both but pay off mortgage first it’s life changing

[Alex $TSLA Bull 10T @TeslaBull10T]

@blondebroker1 U nailed it last week when u said space x will be the bottom for market

[Alex $TSLA Bull 10T @TeslaBull10T]

@RedDogT3 Semi equipment is up 15% this week ATH $AMAT $KLAC and $SNDK $MRVL $AMD are fine

[Alex $TSLA Bull 10T @TeslaBull10T]

@RedDogT3 Wow $210!! Inject couple days takes out $232 it’s game over for bears $SOXL

[Alex $TSLA Bull 10T @TeslaBull10T]

@TheProfInvestor Not necessarily! The biggest winners are actually holding the best! Sndk Amat lrcx KLAC ATH

[Investing.com @Investingcom]

* NVIDIA'S $NVDA HUANG CALLS CHIP SELL-OFF A BUYING OPPORTUNITY

[Stock Viking, Ph.D. @StockViking]

Even if $NVDA were trading at a $10 trillion market cap right now, the stock would still be undervalued.

A $10T market cap would be $400/share and a 40x Fwd p/e.

[Sawyer Merritt @SawyerMerritt]

Cathie Wood taking her first Unsupervised @Tesla Robotaxi ride in Austin, Texas.

"The fact that I was talking to you the whole time and didn't pay any attention to the ride itself means that I think it's completely safe; I'm excited for Tesla. I'm excited for Tesla shareholders. I do think now, this slowly, slowly, slowly is moving into all at once."

Full video: https://t.co/deqpHRMJpm

[Wall St Engine @wallstengine]

JPMorgan Upgrades $TSLA to Neutral, Raises PT to $475 from $145

Analyst comments: "Following our recent assumption of coverage, we move to Neutral from Underweight on TSLA shares and establish a December 2027 price target of $475. TSLA is at the forefront of physical AI, entering uncharted TAMs, and its ability to execute will be key to accelerating adoption and increasing the size of these TAMs themselves, the Jevons paradox. The unique advantage TSLA has, unmatched at an industrial-level scale, is the degree of vertical integration, which is increasing further over time, across all the hardware and software products it builds, combined with the efficacy and speed of technology development. We believe this aspect, while largely known at a high level, is still somewhat underappreciated and misunderstood for the sheer starting-point advantage it brings.

Using cell and vehicle production factories as a test bed for Optimus/humanoids should not only lower COGS for the base automotive business, but more importantly, help validate the product at an industrial scale, and also drive down its cost, for enterprise and commercial adoption, with a U.S./global TAM of ~5 million/~30 million humanoids by 2040E. This is a classic flywheel effect, somewhat analogous to AWS and Kiva at Amazon. Same with robotaxi: while data is already present, with ~10 billion miles recorded and personal fleet scale of ~9 million on the road today, rolling out autonomous vehicles to more regions and cities, capturing more edge cases, and improving the efficacy of camera-only vision should help generate significant network effects across both robotaxi adoption/pricing and personal FSD adoption, with ~35 million personal TSLA fleet and ~40 million TSLA robotaxis by 2040E. The ensuing returns on R&D and increased manufacturing efficiency, with potential for ~5% reduction in COGS from Optimus, could then allow for significant pricing competitiveness in the base automotive business, providing optionality to reaccelerate EV adoption and Supercharger utilization, with feedback loops into FSD and robotaxi adoption."

Analyst: Rajat Gupta

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: JPMORGAN INCREASES $TSLA PRICE TARGET TO $475 (FROM $145) 👀

Massive upgrade !

[Alex $TSLA Bull 10T @TeslaBull10T]

@StockOptionCole Who won ?

[*Walter Bloomberg @DeItaone]

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

[Jo Bhakdi @JOBhakdi]

To understand why $TSLA is massively undervalued right now requires an unusual amount of insight into the future.

To understand why $NVDA is significantly undervalued right here requires….. kindergarten-level P&L reading skills.

That’s why $TSLA is my #1 holding and $NVDA my number two.

One is the best bet in the future you can make ; the other is a value-investing hedge.

It’s easier for me to understand why people get $TSLA wrong than understanding who could possibly not see that $NVDA is ridiculously cheap.

[Elon Musk @elonmusk]

Tesla IPO market cap was 0.1% of its current value

[Teslaconomics @Teslaconomics]

My entire net worth is betting on $TSLA one day becoming the largest company in the world

[Alex $TSLA Bull 10T @TeslaBull10T]

@blondebroker1 @MoeAbdelAziz U see ATH soon? Or 250+?

[Prof @TheProfInvestor]

Microsoft recovery from this correction will be an example people will use.

March 30: $355
May 30: $459

All time highs in less than 6 months.

$MSFT