Tesla has released the Cybertruck in q4 2019 which I expect increases Opex slightly with higher R&D and the unveil venue. Tesla unofficially appears to doubling energy storage in Australia which I expect will lead to increased Energy revenue. I expect q4 deliveries to be new high in U.S. along with production based on q4 […]
I have heard a lot of people say that the mood got sucked out of the room when the steel ball hit the window on the Cybertruck. I can see that. But I have also heard something else I don’t believe. That after this happened, Elon couldn’t wait to get off the stage and he […]
The morning after: After seeing social media fallout of this truck, people and TSLA are behaving pretty much exactly how I expected they would. When you come out and say “…this truck won’t be for everyone…” he pretty much nailed it. I reserved because I was going to no matter what. In fact, the reservation […]
How can one double their position on Tesla? Well, if you were to buy low and sell high in the last 6 months, you would have doubled your money. How can you capitalize on Tesla volatility? Let’s start with 1000 shares. When is the best time to get in? Obviously at the bottom. So how […]
What happens when Tesla starts making higher density batteries? What happens when Tesla gets to 1TW/year cell production? What happens when Tesla decides to start making AA batteries?
I can’t speak to the TSLA story pre-2015 as I didn’t experience it. But ever since 2015 I have seen the same things happen over and over again. FUD Tesla Product Reveals Bad Tweets SEC Scandals Alleged Demand Problems Gigafactories Stock price volatility Interviews Superchargers Production Ramp Spending Volatility Autonomous Driving Safety tests Feature Releases/OTA […]
So, here is an interesting thing. What secret has been better kept than Tesla’s earnings per share Q3 to make the stock spike over $50? Well, I guess there are many. The CyberTruck for starters. This quarter, we didn’t get Elon a month early dissn’ short sellers on Twitter. That helps. Thanks Elon! Much better! […]