Tesla now it’s worth almost 1 Trillion dollars.
$Tesla Motors(TSLA)$ is turning transportation into a networking problem and in doing so, will create trillions of $ of value.
Tesla vehicle deliveries in second quarter: Source @JonErlichman
Q2 2023: 466,140
Q2 2022: 254,695
Q2 2021: 201,250
Q2 2020: 90,891
Q2 2019: 95,356
Q2 2018: 40,740
Q2 2017: 22,000
Q2 2016: 14,370
Q2 2015: 11,532
Q2 2014: 7,579
Q2 2013: 5,150
Q2 2012: 12
Q2 2011: 0
Let me explain.
As it refers to cars, I believe that the next inevitable (and underpriced) evolution is connectivity.
Cars are increasingly becoming smartphones with wheels and anyway, all we do to drive them is process visual stimuli and take appropriate decisions to steer, accelerate or hit the brakes.
The point is, when humans drive a car, transportation is an analogue problem that befalls on individual judgement. But when cars are connected, it becomes a networking problem.
How exactly, you may be wondering? See the brief example below.
Say you have 1M connected cars, that are picking up data (sound, video, other sensor even) as they drive. The data gets sent back to a centralized server, where it is processed and turned into insights.
The insights then get sent back each car, which get an updated knowledge set on how to best drive.
The network gets more intelligent per every additional mile driven.
Eventually, the fleet knows how to drive even better than humans and from then on, transportation is primarily a function of sending information back and forth a.k.a networking.
Additionally, a car operating within a fully fledged and intelligent network that is also connected to the internet is effectively a robot that can learn to do just about any task that AI can take on.
With the onset of LLMs, we now all appreciate that the list is long and ever surprising.
Do you want an autonomous car that also acts as an ambulance when you need it to? $Tesla Motors(TSLA)$ is making it happen.
Perhaps you want to learn about biotechnology on your 5 hour drive from Madrid to Marbella? $Tesla Motors(TSLA)$ is making it happen.
In short, many believe that $Tesla Motors(TSLA)$ is just a car company and look at its financial statements as such. But, as its vehicles get smarter, the value they will create will be orders of magnitude higher than their selling prices.
It all comes down to the curve that you below.
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Tesla $55-$110 very real .. I already told u all the analysts upgrading Tesla so they can all get out at the current bubble price, they know what's coming.
TSLA isn't an EV manufacturer only. TSLA is in AI, lithum battery mfg. called MEGAPACK, Solar energy, renewable energy, charging stations and so much more in future innovations.
Get with the times. The world is always changing. Tesla is a household name and Elon Musk will be the first TRILLIONAIRE. Buy Tesla and retire early.
when tesla fsd is finally up and running version 12, and autonomous car are produced I think Apple will contract with tesla to build cars for apple
Tesla is a power company that also sells vehicles. Understand that concept, own the shares and it will turn your account into a cash register.
EV's are less than 5% of all total car sales. How do you measure Tesla's market cap at 10%, 15%, 20%, etc.?
For my part, the competitor BYD N7 got launched and Xpeng launched there Suv. Which will shrink Tesla in China.
in my opinion ignore the day to day. Put Tesla in the drawer and lock it up for 5 years. Then look.
Very obvious upward trend, probably no other car company has such a beautiful trend line.
The fomo buying is now over. Smart money is rotating into other safer stocks.
How much more to bears have to lose shorting Tesla before they give up?
Mercedes-Benz to adopt Tesla’s EV charging standard👍