To The Moon

$Tesla Motors(TSLA)$ is up 3.6% since releasing FSD 12.3 on March 16, reversing down trend.Have not seen this pace of development at $Tesla Motors(TSLA)$ for a very long time... Offering FSD free trial across all fleets (even better if there can be more flexible pricing) could greatly unlock value. Existing US fleet: - ~2.5M vehicles, currently at a 15% FSD attach rate. - Assuming a 10% increase in attach rate from the free trial, with a mix of $199 monthly subs and one-time $12k purchases - The implied EPS uplift is $0.30/share, equating to 10% of the consensus FY24 earnings per share of $3. New vehicles: - Assuming 2M unit sales and US FSD attach rate increase to 25% - The implied EPS uplift is $0.20/sh

$特斯拉(TSLA)$ is the worst performing stock in the S&P500 for 2024 thus far. Personally, I don’t want the market to get nor understand Tesla for as long as possible, at least until everyone has accumulated what’s desired before it moons. Be patient.

$特斯拉(TSLA)$ bear gap open on downgrade, 167.72 and 160.92 are my next levels though not super refind. No upside until 172.38-174.53 zone is recaptured

The emergence of Sora poses a major challenge for $Tesla Motors(TSLA)$ . Tesla's autonomous driving technology, which relies heavily on AI and machine vision, is at the core of its value proposition. This technology has also earned Tesla the reputation of being an AI company. However, Sora, as a real-world simulator, will enable more companies to implement AI for autonomous driving, potentially narrowing the technological gap with Tesla.

$Tesla Motors(TSLA)$   NEWS: Morgan Stanley has lowered their $TSLA price target to $320 (from $345). Adam Jonas: “We believe Tesla has significant attributes to be valued as an Al beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an Al company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be 'in play.' Our thesis on Tesla is that it is both an auto stock + an energy, Al/robotics company. In fact, our valuation of the core auto business ($68/share) represents just 21% of our $320 price target. N

Elon Musk: AI Will Change Everything, the next shortage will be electricity. $Tesla Motors(TSLA)$

Yes...Tesla will be to 200 

With so many issues surrounding tesla now, if we're talking only about ev's it'll be pretty slow hence LLY which is under tesla might do better

Apple Inc. is an American multinational corporation and technology company headquartered in Cupertino, California, in Silicon Valley. It designs, develops, and sells consumer electronics, computer software, and online services

The best stock gain more money 

$Tesla Motors(TSLA)$  on evs only yes.

A massive breakout is setting up.Here's everything you need to know in 5 mins:Image#1 $Tesla Motors(TSLA)$ found a powerful level of support at $175-$180 area. Buyers have stepped in and is climbing the uptrend.Image#2 This is the biggest resistance level on the $Tesla Motors(TSLA)$ chart. This is from $220-$225. There is a confluence of moving averages 20SMA, 50SMA and 200SMA holding this chart down. $Tesla Motors(TSLA)$ will need to break over this level in order really explode.Image#3 This is the only bearish signal on the $Tesla Motors(TSLA)$ chart that is it moving in a downward channel but this can all change in Ma

$Tesla Motors(TSLA)$   Analysts at RBC Capital believe Tesla's Megapack battery storage business could be worth substantially more than its standalone car business. "This could yield $600B in annual industry revenues; A 15% market share could mean at least $90B in Tesla-specific battery storage revenue; Applying a 15x cap goods EBITDA multiple results in a $345B EV for Tesla's Megapack business, and discounting this back to 2024 from 2040 results in a $120B valuation."

$Tesla Motors(TSLA)$   NEWS: Tesla's Supercharger network is now officially open to Ford EVs throughout the U.S. & Canada, marking the beginning of a new era of easy-access charging for non-Tesla EVs and furthering @Tesla's mission. Ford CEO: "I would like to thank Elon and the Tesla team for their close collaboration and Tesla’s leadership to help change the lives of so many EV customers through improved access to charging.” Tesla says that they will be opening up their Supercharger network in North America to Rivian, General Motors, Volvo and Polestar in Spring 2024. "Opening our charging network is the right thing to do and helps us accelerate the transition to sustainable energy." Expect TESLA revenu

The electric car rally is helping $Tesla Motors(TSLA)$ 's stock rally to the $200 mark. $Apple(AAPL)$ 's latest move is another shot in the arm! Apple dropping out of the EV market means tens of billions of revenues, suddenly passing to TESLA, the company Apple could not compete against, instead. Now, Tesla wins all those 'loyal' Apple Car customer sales for itself. Tomorrow will be a good day for Tesla ....the 'McIntosh' killer, in more ways than one.

For $Tesla Motors(TSLA)$ , it's all about the rate of change of sales, profits, return on capital. The rate of change is currently negative/ Revisions, Momentum and Valuation grades of TSLA are D, D, F. That can't justify a 62 forward PE. The stock is over valued by double. Myriad other revolutionary divisions, please name them. The walking robot? Boston Scientific is way ahead of TSLA. Robotaxis? Will never happen. Solar? Worst in class. Tunnel drilling? How's that going. I am not being mean, but this is just the way I see the company TSLA, extremely overvalued at $200. But they do have cash. So far. But in a nutshell, we agree to disagree, and I would never buy TSLA at this point in time.

$Tesla Motors(TSLA)$ 's got so much potential, it's crazy. If they can keep innovating and delivering quality EVs, $200 could be a reality. Tesla has a number of advantages over traditional automakers:Legacy auto = mountains of debt vs Tesla with cash positive balance sheet.Legacy auto = multi yr unit vol decline vs Tesla breaking sales records each and very year.Legacy auto losing billions on their EV sales vs Tesla earning more profit on EV's than every other car maker on earth.... combined.Legacy auto = retreating from EV production vs Tesla with the #1 best selling car... on earth.Legacy auto adopting Tesla connector vs Tesla with the global charging network that they all want to connect to.Legacy auto shutting down t

Dude, if the EV market really takes off, $Tesla Motors(TSLA)$ could easily hit $200 again. TSLA will have it's $NVIDIA Corp(NVDA)$ moment. In my view this probably wont happen until 2025 or 2026 at the latest. Elon is so far ahead of everyone it's not even funny. The cars are to train the AI, that tech will then be used in optimus, semi's and licensing FSD to rival companies of $Uber(UBER)$ . Then UBER will be able to remove all the human drivers and have just TSLA robotaxis.Bottomline is TSLA is going to have several trillion dollar businesses all wrapped in stock by 2027-2030. TSLA will end up being the largest company in the MAG 7 ev

$Tesla Motors(TSLA)$ 's stock price has been a rollercoaster ride in recent years, but could it finally hit 200? I don't think that's likelyThe fact that the EV sales growth rate is slowing down severely damages the pure EV automaker much more than the legacy automakers who have high margin ICEs and hybrids to drive sales. Elon Musk still has a halo around his head with diehard Tesla fans but even he failed to give 2024 guidance and has outright warned faithful shareholders on recent conference calls. I am surprised that the shares have held up so well given the reality that the EV early adopters are becoming more scarce combined with the recent EV cold spell fiasco that reignited range anxiety.The valuation is prepostero

$Tesla Motors(TSLA)$   Connect the dots.... $Apple(AAPL)$  cancels their EV program after 10 years. $BYD Co., Ltd.(BYDDY)$ American boss says: "We're not planning to come to the US; It's an interesting market, but it's very complicated if you're talking about EVs." She added that if a car company does not invest in EVs "you are out, you will die, you have no future." $Lucid Group Inc(LCID)$ lost over $200K per vehicle sold last quarter $RIVN lost ~ $40K per vehicle sold last quarter Both burning through cash fast. Volkswagen CEO says: "There are crazy things going on in C

$Tesla Motors(TSLA)$ is up 3.6% since releasing FSD 12.3 on March 16, reversing down trend.Have not seen this pace of development at $Tesla Motors(TSLA)$ for a very long time... Offering FSD free trial across all fleets (even better if there can be more flexible pricing) could greatly unlock value. Existing US fleet: - ~2.5M vehicles, currently at a 15% FSD attach rate. - Assuming a 10% increase in attach rate from the free trial, with a mix of $199 monthly subs and one-time $12k purchases - The implied EPS uplift is $0.30/share, equating to 10% of the consensus FY24 earnings per share of $3. New vehicles: - Assuming 2M unit sales and US FSD attach rate increase to 25% - The implied EPS uplift is $0.20/sh

A massive breakout is setting up.Here's everything you need to know in 5 mins:Image#1 $Tesla Motors(TSLA)$ found a powerful level of support at $175-$180 area. Buyers have stepped in and is climbing the uptrend.Image#2 This is the biggest resistance level on the $Tesla Motors(TSLA)$ chart. This is from $220-$225. There is a confluence of moving averages 20SMA, 50SMA and 200SMA holding this chart down. $Tesla Motors(TSLA)$ will need to break over this level in order really explode.Image#3 This is the only bearish signal on the $Tesla Motors(TSLA)$ chart that is it moving in a downward channel but this can all change in Ma

$Tesla Motors(TSLA)$   NEWS: Morgan Stanley has lowered their $TSLA price target to $320 (from $345). Adam Jonas: “We believe Tesla has significant attributes to be valued as an Al beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an Al company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be 'in play.' Our thesis on Tesla is that it is both an auto stock + an energy, Al/robotics company. In fact, our valuation of the core auto business ($68/share) represents just 21% of our $320 price target. N

$Tesla Motors(TSLA)$ 's got so much potential, it's crazy. If they can keep innovating and delivering quality EVs, $200 could be a reality. Tesla has a number of advantages over traditional automakers:Legacy auto = mountains of debt vs Tesla with cash positive balance sheet.Legacy auto = multi yr unit vol decline vs Tesla breaking sales records each and very year.Legacy auto losing billions on their EV sales vs Tesla earning more profit on EV's than every other car maker on earth.... combined.Legacy auto = retreating from EV production vs Tesla with the #1 best selling car... on earth.Legacy auto adopting Tesla connector vs Tesla with the global charging network that they all want to connect to.Legacy auto shutting down t

$Apple(AAPL)$ $Tesla Motors(TSLA)$   $AAPL is killing Project Titan (reported by Bloomberg's Gurman) to focus on AI. I'm shocked. This ends almost a decade of investment into finding a way into a massive addressable market. While most investors were skeptical that Apple would actually coming out with a car, the ending of the project ends optionality around a project that would have shifted Apple's top line growth from around 5% to 15% plus. If Apple would have captured 10% of the auto market, that would have added about $250B in revenue a year, or increased their overall business by 60%. While for Apple automotive is a bigger long-term r

The emergence of Sora poses a major challenge for $Tesla Motors(TSLA)$ . Tesla's autonomous driving technology, which relies heavily on AI and machine vision, is at the core of its value proposition. This technology has also earned Tesla the reputation of being an AI company. However, Sora, as a real-world simulator, will enable more companies to implement AI for autonomous driving, potentially narrowing the technological gap with Tesla.

$特斯拉(TSLA)$ is the worst performing stock in the S&P500 for 2024 thus far. Personally, I don’t want the market to get nor understand Tesla for as long as possible, at least until everyone has accumulated what’s desired before it moons. Be patient.

$Tesla Motors(TSLA)$   NEWS: Tesla's Supercharger network is now officially open to Ford EVs throughout the U.S. & Canada, marking the beginning of a new era of easy-access charging for non-Tesla EVs and furthering @Tesla's mission. Ford CEO: "I would like to thank Elon and the Tesla team for their close collaboration and Tesla’s leadership to help change the lives of so many EV customers through improved access to charging.” Tesla says that they will be opening up their Supercharger network in North America to Rivian, General Motors, Volvo and Polestar in Spring 2024. "Opening our charging network is the right thing to do and helps us accelerate the transition to sustainable energy." Expect TESLA revenu

$Tesla Motors(TSLA)$ 's stock price has been a rollercoaster ride in recent years, but could it finally hit 200? I don't think that's likelyThe fact that the EV sales growth rate is slowing down severely damages the pure EV automaker much more than the legacy automakers who have high margin ICEs and hybrids to drive sales. Elon Musk still has a halo around his head with diehard Tesla fans but even he failed to give 2024 guidance and has outright warned faithful shareholders on recent conference calls. I am surprised that the shares have held up so well given the reality that the EV early adopters are becoming more scarce combined with the recent EV cold spell fiasco that reignited range anxiety.The valuation is prepostero

$Tesla Motors(TSLA)$   Connect the dots.... $Apple(AAPL)$  cancels their EV program after 10 years. $BYD Co., Ltd.(BYDDY)$ American boss says: "We're not planning to come to the US; It's an interesting market, but it's very complicated if you're talking about EVs." She added that if a car company does not invest in EVs "you are out, you will die, you have no future." $Lucid Group Inc(LCID)$ lost over $200K per vehicle sold last quarter $RIVN lost ~ $40K per vehicle sold last quarter Both burning through cash fast. Volkswagen CEO says: "There are crazy things going on in C

$特斯拉(TSLA)$ bear gap open on downgrade, 167.72 and 160.92 are my next levels though not super refind. No upside until 172.38-174.53 zone is recaptured

Dude, if the EV market really takes off, $Tesla Motors(TSLA)$ could easily hit $200 again. TSLA will have it's $NVIDIA Corp(NVDA)$ moment. In my view this probably wont happen until 2025 or 2026 at the latest. Elon is so far ahead of everyone it's not even funny. The cars are to train the AI, that tech will then be used in optimus, semi's and licensing FSD to rival companies of $Uber(UBER)$ . Then UBER will be able to remove all the human drivers and have just TSLA robotaxis.Bottomline is TSLA is going to have several trillion dollar businesses all wrapped in stock by 2027-2030. TSLA will end up being the largest company in the MAG 7 ev

For $Tesla Motors(TSLA)$ , it's all about the rate of change of sales, profits, return on capital. The rate of change is currently negative/ Revisions, Momentum and Valuation grades of TSLA are D, D, F. That can't justify a 62 forward PE. The stock is over valued by double. Myriad other revolutionary divisions, please name them. The walking robot? Boston Scientific is way ahead of TSLA. Robotaxis? Will never happen. Solar? Worst in class. Tunnel drilling? How's that going. I am not being mean, but this is just the way I see the company TSLA, extremely overvalued at $200. But they do have cash. So far. But in a nutshell, we agree to disagree, and I would never buy TSLA at this point in time.

$Tesla Motors(TSLA)$   Analysts at RBC Capital believe Tesla's Megapack battery storage business could be worth substantially more than its standalone car business. "This could yield $600B in annual industry revenues; A 15% market share could mean at least $90B in Tesla-specific battery storage revenue; Applying a 15x cap goods EBITDA multiple results in a $345B EV for Tesla's Megapack business, and discounting this back to 2024 from 2040 results in a $120B valuation."

Elon Musk: AI Will Change Everything, the next shortage will be electricity. $Tesla Motors(TSLA)$

The electric car rally is helping $Tesla Motors(TSLA)$ 's stock rally to the $200 mark. $Apple(AAPL)$ 's latest move is another shot in the arm! Apple dropping out of the EV market means tens of billions of revenues, suddenly passing to TESLA, the company Apple could not compete against, instead. Now, Tesla wins all those 'loyal' Apple Car customer sales for itself. Tomorrow will be a good day for Tesla ....the 'McIntosh' killer, in more ways than one.

Apple Inc. is an American multinational corporation and technology company headquartered in Cupertino, California, in Silicon Valley. It designs, develops, and sells consumer electronics, computer software, and online services

With so many issues surrounding tesla now, if we're talking only about ev's it'll be pretty slow hence LLY which is under tesla might do better

Yes...Tesla will be to 200 

$Tesla Motors(TSLA)$  on evs only yes.