From the latest earnings report. It is clear that $Tesla Motors(TSLA)$is dead focus in getting FSD up and running.
This is a big thing as it is key to Tesla attaining AGI. And thus their next focus on the product of the future, Optimus humanoid robot.
With FSD around the corner we can also start to expect robotaxi revenue and FSD revenue to become more predominat in 2023.
It is the correct decision by $Tesla Motors(TSLA)$to jot launch any new models as the demand for Model 3 and Model Y is still through the roof and bringing in new models in 2022 will increase costs and reduce pptimisation of its operating expenses.
It is wise for Tesla to focus on ramping up all its current and 2 new giga factories and following through on it 4680 cells which will further reduce production costs and improve margins.
Together with these elements and looking at high possibilities of ramping production to 1.7million to 2 million units we can expect a crazy year ahead and further compression of PE from current levels at 180x
Supply chain issues are only temporary and thus Tesla choice to focus on current production lines and Models and not introduce new production like the Cyber truck.
We can all look forward to a great year ahead but ultimately 2022 will be similar 2015 and will be a really bumpy ride.
We should focus on your high conviction stocks and ride this one out. As for me I know I will put all my spare cashflow into DCA of Tesla Shares with long options.
All the best to $Tesla Motors(TSLA)$investors out there. Focus on the horizon and not the turbulence in front of us.
Comments
2. FSD with Robotaxi
3. AI
Which Trillion Company can be as disruptive as Tesla ?
Guys this is no brainer
Just keep accumulating π