To The Moon

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $BYD COMPANY(01211)$  🚨🇨🇦 Tesla’s Global Edge Is Being Repriced, Tariff Policy Just Flipped the Margin Math 🚀📊

I anchor this on cash flow first, because cycles don’t reward narratives, they reward survivability.

📊 Tesla is the only electric vehicle manufacturer on the planet that has generated positive cumulative free cash flow over its lifetime. Every other pure-play EV maker remains structurally cash-negative despite subsidies, scale attempts, and repeated capital raises. That single fact explains why policy shocks matter more for some companies than others.

🇨🇦 Now layer in the catalyst. Canada is cutting tariffs on Chinese-made EVs to 6.1%, down from 100%, for up to 49K units per year, per Reuters. That quietly reopens a clean export corridor from Shanghai, positioning $TSLA to ship Canada-specific Model Y volumes with materially lower landed costs.

⚙️ This isn’t just policy noise. It’s margin and supply chain optionality. When tariffs move, Tesla doesn’t pause, it reroutes. Shanghai becomes a lever, not a constraint. Logistics compress, regional mix improves, and pricing power turns flexible almost immediately.

🧠 I also care about alignment at the top. Elon Musk has not sold Tesla stock in roughly three years and disclosed that he bought approximately $1B of $TSLA last year. That matters because capital allocation signals conviction far louder than words.

🔧 At the same time, execution continues to compress cycles. Musk recently confirmed Tesla’s AI5 chip design is nearly complete, AI6 is already underway, and future iterations AI7, AI8, AI9 are targeting a roughly 9-month design cadence. That pace points to vertical integration at scale, not experimentation, and underpins autonomy, Optimus, and in-house compute economics over time.

🔁 Legacy OEMs and cash-burning EV peers don’t have this luxury. They’re locked into single-region manufacturing, slower policy response cycles, and external funding dependence. Tesla converts geopolitics and compute into operational advantage because it is self-funded and vertically integrated.

🌍 I’m also watching how this shows up in price. The 24-hour market printed a −$5.62 move to $431.88 in thin liquidity. That lines up almost exactly with the estimated Greenland value at roughly $5.62 per share. Coincidence or not, it’s a reminder that geopolitics, tariffs, and policy optionality get expressed fastest when liquidity is light.

📊 This is why I focus on structure, not headlines. Cash flow, policy optionality, and execution velocity are how Tesla absorbs shocks while others scramble to survive them.

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @Daily_Discussion @TigerStars @TigerObserver @TigerPicks @TigerWire