$TSLA has 3 massive businesses cooking right now that will accelerate top-line growth in the coming quarters 🧠 FSD Subscriptions. Already at 1.28M, up 180K last quarter alone ($200M+ in high margin ARR added and accelerating each Q) 🚖 @robotaxi. 1M paid miles in Q1. Equivalent to ~$2-3M revenue, per quarter. Ramping exponentially. 🚛 Tesla Semi Truck. Just started production. Factory capacity of 50,000 per year. $10B+ in revenue potential. Exciting times to be a @Tesla bull!! ⚡️🐂
$TSLA has 3 massive businesses cooking right now that will accelerate top-line growth in the coming quarters 🧠 FSD Subscriptions. Already at 1.28M, up 180K last quarter alone ($200M+ in high margin ARR added and accelerating each Q) 🚖 @robotaxi. 1M paid miles in Q1. Equivalent to ~$2-3M revenue, per quarter. Ramping exponentially. 🚛 Tesla Semi Truck. Just started production. Factory capacity of 50,000 per year. $10B+ in revenue potential. Exciting times to be a @Tesla bull!! ⚡️🐂
$AMZN up 15 of the last 18 years. $AAPL up 15 of the last 18 years. $GOOGL up 14 of the last 18 years. $MSFT up 14 of the last 18 years. $NVDA up 13 of the last 18 years. $TSLA up 14 of the last 17 years. $META up 12 of the last 15 years.
$AMZN up 15 of the last 18 years. $AAPL up 15 of the last 18 years. $GOOGL up 14 of the last 18 years. $MSFT up 14 of the last 18 years. $NVDA up 13 of the last 18 years. $TSLA up 14 of the last 17 years. $META up 12 of the last 15 years.
$TSLA If Tesla continues to steadily scale unsupervised robotaxi as they have this past week, it will be very difficult to keep the stock down. If they can scale to 32, they can scale to 320 If they can scale to 320, they can scale to 3,200 If they can scale to 3,200, they can scale to 32,000+ At that point, they've won. Company will be re-rated when this is understood.
$TSLA If Tesla continues to steadily scale unsupervised robotaxi as they have this past week, it will be very difficult to keep the stock down. If they can scale to 32, they can scale to 320 If they can scale to 320, they can scale to 3,200 If they can scale to 3,200, they can scale to 32,000+ At that point, they've won. Company will be re-rated when this is understood.
Market topping signals Today, US2Y spiked + Yen spiked Government intervened BUT NOBODY TALKING ABOUT THIS. WE MOON FOREVER. UP ONLY. Higher yields = bad for growth stocks due to discount rate Yen spike = Carry Trade Unwind Catalyst Combination of these two is a liquidity squeeze. Don’t be that monkey.
Market topping signals Today, US2Y spiked + Yen spiked Government intervened BUT NOBODY TALKING ABOUT THIS. WE MOON FOREVER. UP ONLY. Higher yields = bad for growth stocks due to discount rate Yen spike = Carry Trade Unwind Catalyst Combination of these two is a liquidity squeeze. Don’t be that monkey.
Remember when $GOOG was just a search engine? Remember when $NVDA was just a graphics card maker? Remember when $AMZN was just an online book store? Remember when $AAPL was just a personal computers company? Remember when $META was just a single social media platform company? Remember when $TSLA only had one car? Remember when $MSFT was just an operating systems company? Evolve or die.
Remember when $GOOG was just a search engine? Remember when $NVDA was just a graphics card maker? Remember when $AMZN was just an online book store? Remember when $AAPL was just a personal computers company? Remember when $META was just a single social media platform company? Remember when $TSLA only had one car? Remember when $MSFT was just an operating systems company? Evolve or die.