No. of Recommendations: 1
And for Tesla to do well, we will need something new, like:
-a new, cheaper model which is apparently pretty much ready to go
-more high-margin (close to 100%) sales of the FSD package, as its performance improves with version 14
-recovery of Tesla sales, as displeasure with Musk wears off
-Robotaxis and Cybercabs
-the Semi, with the completion of the Nevada facility by the end of 2025 and ramping in 2026 (expected capacity 50,000/y, up to 300,000 pre-orders)
-growth in solar/battery sales
-Optimus robots
Seems like a pretty deep bench.
[a couple of typos corrected]
Also, I should have mentioned, no reasonable Tesla investor (although your ‘fanboyz’ characterization suggests that you think that the intersection between ‘Tesla investor’ and ‘reasonable investor’ is a small one) can imagine that the plausible growth in car sales could ever justify a share price that is currently 281x trailing earnings.
The only way you can get enough earnings to make the current share price make any sense is by getting most of them from the items lower down on the above list. So the uptick in Q3 USA sales from credits expiring is mostly irrelevant. Investing in Tesla right now is a guess about how well the products currently under development will pan out. My guess is quite well, but we will probably see in the next few months.
DTB
