Teslas now drive themselves from their birthplace at the factory to their designated loading dock lanes without human intervention
One step closer to large-scale unsupervised FSD
@tesla saves lives!
This man walked out alive, read what he has to say:
I wanted to let you know that if you own a Tesla, you own possibly the safest car in the world. This happened to me last Monday. I hydroplaned going 60 miles an hour, slammed into a guard rail on the driver side, and then flipped down an embankment. I got out of that vehicle pretty much without a scratch. Teslas are not only beautiful, but they are incredibly safe. Be blessed
@cb_doge@elonmusk@Teslasaveslives
🤖⚡️ Ready to join the future? Tesla's Optimus project opens 61 new jobs in Palo Alto, California #TeslaOptimus 🚀🔧
https://t.co/35gAQelWgY by @Writer_01001101
Cathie Wood „Our target price, published target price which is going to change is roughly $2,000. The stock is slightly below $200. So we are talking about 10X in our base case and thats no even our bull case."
Why the Tesla Stock will 5 – 10X
There is a lot of uncertainty in the market about Tesla and to understand the company and its stock price its helpful to take a sober and thorough look at the past to determine where we the stock is today and what we can expect to happen in the future.
Since its IPO, Tesla has developed its technology, business and share price in phases that follow a fixed pattern. They are triggered by technological leaps and the introduction of mass production combined with continuous price reductions, rising profits and an incredible pace of innovation. Elon Musk has managed to dominate every industry he has entered by developing better technology, lowering prices more than anyone else and producing products and services in large quantities that no one expected. In the past, Elon Musk has always achieved what he promised, and that's true, even if he was overly optimistic with the timeline of FSD.
It all starts with a first principle approach, pace of innovation and big technological improvements, but because these never come in seamless succession and mass manufacturing is hard, we have seen periods of growth and periods where growth and profits stalled or declined, and each time that happened, the company and thus its share price moved to a new, unexpectedly higher level. I believe we are in such a phase right now, and this article will illustrate why I am confident that Tesla shares can easily double or triple over the next years.
Tesla introduced the Model X in 2012 and delivered it in 2015 with major delays that caused the company many problems. Elon called it the "Faberge egg" of the automotive industry because of its superior technology, but later admitted that they had gone too far. The technical challenges and delays put the company in a dangerous situation for a premium SUV with a small customer base. It took many years for the general public to understand that the technology was superior to anything that had come before, and to this day no other car manufacturer has dared to develop an electric model that is anywhere near as good.
Despite all the uncertainty in the market about the future of Tesla, whose Model S was only delivered in small numbers and whose Model X was delayed and had many production problems, Tesla's share price rose 500% in 2013 and 2014. There was no evidence of revenue, margins or profits when the stock saw its first massive rise to levels no one expected at the time. Naturally, it was considered as overvalued and not justified but the stock remained at these levels for years to come.
When Tesla announced the Model 3 in 2015 and unveiled it in 2016, there was exactly the same disbelief as in 2012. People didn't believe in the technology, the price or the expected demand, and although a huge wave of pre-orders came in, they didn't believe Tesla would be able to mass produce the car. The doubters were right in the sense that Tesla had not yet produced hundreds of thousands of vehicles per year at that time and the technical problems and challenges were also underestimated by Elon, who later admitted that the "production hell" almost brought the company to the brink of bankruptcy.
Although Tesla delivered the Model 3 in ever-increasing numbers in 2017, the share price did not move at all for a total of six years between 2014 and 2020. That was a long time even for long-term investors, a time full of uncertainty and doubt, but all those who stuck it out were later rewarded.
Tesla introduced the Model Y in 2019 and began deliveries in 2020. At this point, the delivery of the Model 3 and tough cost-cutting measures led to an initial profit. The stock market was surprised by a success story it had not expected, and the share price rose by 700% within 18 months, despite all the uncertainty as to whether Tesla would ever make enough profit to justify the high valuation at that time.
Lastly for more than three years, between 2021 and 2024, and despite a recession in many countries and a rapid rise in interest rates unprecedented in history, Tesla was able to increase its market share by lowering vehicle prices and achieved record cash flow and 1.8 million vehicles sold in 2023. Yet despite all this success, the stock fell by as much as 80%, and while the tech sector reached an all-time high, Tesla stock today is still 50% below its last all-time high of 2020. This happened despite record vehicle growth, outstanding improvements in FSD, and an exciting new humanoid robot development, each offering a 10x market and profit opportunity and scheduled for delivery next year.
You can almost say that everything Tesla has achieved in the last three years has been ignored just as it was in 2012 or 2019. Tesla was not seen as being on the road to success, and that's a pattern we've seen twice before and we're seeing again today. The phase of denial of Tesla by the broader investment community may continue for several more years, but no one knows and it may also end in a few months or this year. Looking back, we have seen 2 phases where Tesla developed incredible technology that later resulted in massive stock appreciation, and we are now in a third that is positioned to be the largest of all. The largest because the expected value created by autonomous vehicles and humanoid robots is incredibly high and make the auto and energy business look small. Once its realized that FSD and Optimus will happen the stock has a good change to grow another 500% to 1000%.
Huge rallies that we've seen to the Tesla stock happen in the past interrupted by side and down movements for years was triggered by not seen before technological improvements and fast pace of innovation, and the same thing is about to happen again.
Not only is Tesla expanding its global dominance with BEVs, but autonomous vehicles and humanoid robots, both controlled by FSD software, are opening a new chapter in Tesla's story. Considering the current market valuation, Tesla is incredibly undervalued and considering the technological development, there will be a new and fast stock rally as we have seen in similar constellations in the past.
Having watched the Tesla stock more than a decade and knowing very well how unexpected rallies start but how visible its technology improvements has been before, I recommend to be patient and if you are be assured that you will be rewarded.
FSD Beta 12 is incredibly impresssive. This is a breakthrough.
Just drove 90 minutes / 28 miles through LA traffic with 0 interventions & recorded it