Okay so here is my $TSLA 10/10 recap:
High level — very impressed with the roadmap and progress on the cybercab and Optimus.
However, we didn’t get enough details. There really was little mention of specifics or timelines.
Going into the event, I personally felt that details + product updates would get the street excited because they could begin creating higher valuation models. Product updates with no timelines would lead the street to not having much to work with.
Tesla is showing what the future will look like and I think that future will result in a very valuable company. However, in the short term, we have no updates on when the $25K vehicle will begin production, if cybercab actually starts production in 2026 (and if it does, when does it roll out?) and when the new Tesla robovan will also get released.
It just felt like this was more of a party than a real investor update. 20 minutes showing off the new products and that was it. No real questions answered on when things become real.
Personally, I have no real problem with the lack of a timeline. I plan to accumulate Tesla for years and build out a position over time, so it doesn’t need to go to $10T over night. I think most long term investors feel the same. It’s just that the lack of details + an earnings that will be light on the numbers isn’t going to be super positive in the short term, and any Tesla investor with a specific time horizon will have to keep that in mind.
Tesla Optimus looks absolutely incredible and the cybercab is beautiful.
Tesla is building the future in front of our eyes even if that future will take longer to get to.
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TSLA big tank