An extraordinary experience and an immense privilege for the TOCF to have been able to visit the GigaFactory in Berlin in detail. Thank you @tesla and @tesla_europe for the welcome! @elonmusk the teams in the factory are doing a great job… 🚀⚡️
As we expected @elonmusk sold 22M $TSLA shares (0.8% float) for $3.58B between Mon-Wed, at an avg price of $162.81. During the 3-day period, TSLA fell -12.4% vs NDX +1.5%. Since the TWTR deal closed 10/28, TSLA -29% vs NDX +4%. Elon’s avg price received was $163/share.
$TSLA catalysts - 12/12
1/ TWTR overhang lifts Dec
2/ China production clarity Dec
3/ FSD V11 beta wide release Dec
4/ New gigas (UK, East NA) 1Q
5/ $7,500 EV credit into effect 1Q
6/ TSLA $10B buyback 1Q
7/ Cytruck launch mid-FY’23
8/ $30K EV Launch mid-FY’24
$550 PT 6-12 mo
Good conversation. Among other things, we resolved the misunderstanding about Twitter potentially being removed from the App Store. Tim was clear that Apple never considered doing so.