To The Moon

If you follow me, you know I'm not a Tesla fanboy. But let's face facts, Tesla has basically unlimited capital until it doesn't. But let's look at the broader picture of the Elon musk empire.

Beginning with spacex, well it's the undisputed leader in launch, falcon nine is a machine on steroids, but $Rocket Lab USA, Inc.(RKLB)$ new neutron could eventually be a better option. In like five years. And while starship is very impressive, well it just keeps blowing up, while blue origin, granted smaller rocket, but its now had one success after one failure. For me though there is plenty of room for all three, given the potential market for launch going forward. But it will be heavily influenced by action over hype. I'm not convinced that a strategy of blowing stuff up to learn beats a strategy of getting it right early on. 

Moving on to Starlink, yes I use it, and it's fabulous. But I have no choice right now because where I live there is no cell coverage or brodand options other than starlink. But $AST SpaceMobile, Inc.(ASTS)$ direct to cell broadband will likely change that. 

Then there's teslas battery division, himmm, lithium. Kinda good in a car, high power output over short duration. But the shortfalls well there's the degradation over time and the fire risk, hence the need for temperature regulation. So not really suitable for eg power storage of say solar power, zinc batteries seem way cheaper and just better. So maybe a company like $Eos Energy Enterprises Inc.(EOSE)$ is a better idea. Not to mention that lithium batteries are sourced from china, while zinc batteries are made in the USA. Um I'll just conclude with the word tariff here.

Moving right along, the Tesla cars, cyber trucks and semi's, and the whole self driving stuff using cameras. BYD in particular seems like a safer and cheaper alternative. 

Then there is the Tesla robot, it's doing some cool stuff, but not as cool as the Boston dynamics robot. 

To be clear, I'm no expert on anything I've mentioned here. I'm just a humble investor trying to learn as much as I can to make the best investment decisions for me going forward. I do strongly believe in AI and therefore power to support AI and data centers to support Ai and chip manufacturers Too. I don't support the notion we are in an AI bubble. Sure chip manufacturers, data center companies, and power infrastructure companies behind them are getting expensive. As are companies like $Palantir Technologies Inc.(PLTR)$. 

But, will they be expensive in hindsight? Very nice pullback particularly last week, in stocks but not so much in calls, particularly the ones I prefer, that are a minimum of one year out. 

We have had very big gains some months of this year, followed by big corrections. So I'm hesitant to buy calls ATM. Mainly because the calls are expensive in comparison to just buying the stock. Last year for me saw massive gains in both the stocks and calls I brought. 

But to answer the question, where is Tesla going? Well I think my thesis is clear. It has the first mover advantage, and seemingly limitless capital. But have provided a few examples of other companies that could disrupt Tesla going forward. For me Tesla lacks the execution of their smaller disrupters. 

So I'm not investing in Tesla directly, obviously I do invest indirectly through my index funds. So I guess I have a bet each way. But as a growth investor I'm betting on the disrupters. I think the potential gains are more significant, I will get it wrong on some for sure. however, Tesla to me is a slow moving whale, vs a few fast moving sharks. Most sharks will probably fail, but if a couple get through they will outperform the whale and the sharks that die in the process. 

@MojoStellar @TigerWire @TigerTrade @Sheepysheep