To The Moon

$Tesla Motors(TSLA)$  In the past week, there have been some observations in the United States, from the west coast to the east coast, regarding Tesla. Firstly, the penetration rate of electric vehicles in the United States is still very low, which presents an opportunity for Tesla. The only Chinese electric vehicle manufacturer that can compete with Tesla globally has almost no chance of entering the US market on a large scale, which is not due to their capabilities but rather the result of political maneuvering.

Secondly, when it comes to car purchases, Americans generally prioritize affordability, and there is a large number of used cars in circulation. This cultural phenomenon is similar to many Americans using older generations of iPhones. This raises questions such as why Japanese cars sell so well in the US. Why did investment banks say that Tesla’s stock price plummeted because it doesn’t produce affordable cars? Why did the stock price have a positive reaction when Ma Yilong (Elon Musk) mentioned accelerating production?

Thirdly, Tesla may be facing significant challenges with its new battery in terms of production capacity and performance indicators, which requires more data to confirm. Additionally, whether Tesla can collaborate with Chinese battery manufacturers in the US market may also be a potential development.

Fourthly, apart from Tesla’s Supercharger network, other fast-charging providers in the US are lagging behind. This aspect may become an important source of cash flow for Tesla in the future and should not be underestimated.

Fifthly, with the support of AI and gaining market recognition for its AI capabilities, one direct approach is through the deployment of tens of thousands of RoboTaxis. When consumers can easily access self-driving services powered by Full Self-Driving (FSD) technology in the market, Tesla’s stock price is expected to soar. Additionally, the cash flow generated from this aspect can be calculated with relative ease.

These are the observations and expectations regarding Tesla’s situation in the US market.$XPeng Inc.(XPEV)$ $NIO Inc.(NIO)$  $Li Auto(LI)$  $ProShares UltraPro QQQ(TQQQ)$   

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