Tedsla @tslatedd - Twitter Profile

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about 1 year ago

Ok. I'm whipping our charts because apparently that validates ones opinion. The "logical" $TSLAQ arguments are predicated on the fact that there are perceived demand issues. Been there, done that. Don't give me the "the competition is better." I look at the chinese auto market specifically in EV's (it's more mature than America and has better offerings) and Tesla is doing extremely well there and the product is competitive-- pre-FSD. Post FSD every single one will sell like hot cakes. The Chinese OEM's are also not profitable on their own (yes BYD is but not if you strip out their hybrid/gas units as well as govt subsidies). I've said it time and time again-- the global auto market is big enough to fulfill the full installed capacity of Tesla. The difference is what TAM Tesla playing in. We think of passenger autos with the current fleet. Robotaxi unlocks a new TAM, Tesla semi unlocks a new TAM. This is just enlarging the pie that Tesla plays in. To the point about the 50% growth forecasts- I genuinely don't know how people miss this, but it's CAGR. Since inception $TSLA is sitting at ~74% (a little higher but I'm sandbagging). The guidance given didn't specify a particular year but many can assume 2030 with the aspiration of ~10M units of autos being sold. This only addresses your view of Tesla as an auto company. I don't care about the autos. The big money is in grid scale utilities, AI, and robotics. Since the early days @elonmusk has said Tesla is a software company, but they've hit the upper bounds of what hardware can do. Nobody is moving at the pace they want and Tesla does what it takes to move faster-- make the hardware, reinvent the process, and move down the supply chain if needed (lithium refining this year). It's extremely rare for a company to both increase its industry spread AND verticals. Fundamentals aren't deteriorating. People's vision is just too small and ignoring the foundation being laid for the next stage of growth. Also, we're being pepper sprayed by the media with all the DOGE work Elon is doing but totally ignoring the 130K+ people at Tesla hell bent on changing the world for the better. OH and also, Tesla is arguably the most geographically de-risked company from supply to finished goods. A large end to end factory on every continent/geographical alliance. Does it suck that the stock is down from ATH's? Absolutely-- but my car drives me to and from work. My house generates energy/makes me money, my truck can do the hard work and backup my house, my kids love it, it keeps everybody safe, and the cars are hella fun to drive (when I want to). I'll be waiting for the next leg up on the stock, I just hope it comes before the Roadster 2.0 @TeslaBoomerMama @SawyerMerritt @Micro2Macr0

tslatedd's tweet photo. Ok. I'm whipping our charts because apparently that validates ones opinion.

The "logical" $TSLAQ arguments are predicated on the fact that there are perceived demand issues. Been there, done that.

Don't give me the "the competition is better." I look at the chinese auto market specifically in EV's (it's more mature than America and has better offerings) and Tesla is doing extremely well there and the product is competitive-- pre-FSD. Post FSD every single one will sell like hot cakes. The Chinese OEM's are also not profitable on their own (yes BYD is but not if you strip out their hybrid/gas units as well as govt subsidies).

I've said it time and time again-- the global auto market is big enough to fulfill the full installed capacity of Tesla. The difference is what TAM Tesla playing in. We think of passenger autos with the current fleet. Robotaxi unlocks a new TAM, Tesla semi unlocks a new TAM. This is just enlarging the pie that Tesla plays in.

To the point about the 50% growth forecasts- I genuinely don't know how people miss this, but it's CAGR. Since inception $TSLA is sitting at ~74% (a little higher but I'm sandbagging). The guidance given didn't specify a particular year but many can assume 2030 with the aspiration of ~10M units of autos being sold.

This only addresses your view of Tesla as an auto company. I don't care about the autos. The big money is in grid scale utilities, AI, and robotics. Since the early days @elonmusk has said Tesla is a software company, but they've hit the upper bounds of what hardware can do. Nobody is moving at the pace they want and Tesla does what it takes to move faster-- make the hardware, reinvent the process, and move down the supply chain if needed (lithium refining this year). It's extremely rare for a company to both increase its industry spread AND verticals.

Fundamentals aren't deteriorating. People's vision is just too small and ignoring the foundation being laid for the next stage of growth. Also, we're being pepper sprayed by the media with all the DOGE work Elon is doing but totally ignoring the 130K+ people at Tesla hell bent on changing the world for the better.

OH and also, Tesla is arguably the most geographically de-risked company from supply to finished goods. A large end to end factory on every continent/geographical alliance.

Does it suck that the stock is down from ATH's? Absolutely-- but my car drives me to and from work. My house generates energy/makes me money, my truck can do the hard work and backup my house, my kids love it, it keeps everybody safe, and the cars are hella fun to drive (when I want to). I'll be waiting for the next leg up on the stock, I just hope it comes before the Roadster 2.0

@TeslaBoomerMama @SawyerMerritt @Micro2Macr0

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