Tesla at $387: Why I’m Buying More
1. New, Cheaper Models Will Boost Market Share 🚗
Tesla is gearing up to release more affordable EVs, likely in the $25,000–$30,000 range. This move will make Tesla cars accessible to a much larger audience, especially in cost-sensitive markets like Asia and Latin America. With Gigafactories scaling up and cost-cutting measures in play, margins may stay healthy even at lower prices. Competitors like BYD and legacy automakers are racing to cut costs, but Tesla’s early investments in vertical integration give it a competitive edge. If Tesla dominates the budget EV market like Apple dominates mid-range smartphones, its sales volume could skyrocket, supporting a higher stock price in the long run.
2. Tesla’s Moat: Ecosystem, AI, and Energy Storage ⚡
Tesla isn’t just a car company—it’s an entire ecosystem. From its massive Supercharger network to Full Self-Driving (FSD) software, Tesla keeps customers locked in. While FSD isn’t perfect, it’s improving, and a breakthrough could unlock billions in licensing fees. Energy storage is another underappreciated growth area. Tesla’s Megapacks and Powerwalls are in high demand, with utilities and homeowners turning to Tesla for grid stability. As battery technology advances, Tesla could dominate energy storage the way it revolutionized EVs.
3. Stock Has Retraced, Presenting a Prime Buying Opportunity 📉
At $387, Tesla has pulled back significantly from previous highs, offering a more reasonable valuation. The market often overreacts to short-term concerns like interest rates or production slowdowns. However, long-term trends—government EV incentives, global electrification, and AI-driven automation—favor Tesla. Buying now means getting in before the next big rally, especially if new models and software updates exceed expectations.
Tesla is more than a car company. It’s an AI, energy, and manufacturing powerhouse. With cheaper EVs and an expanding ecosystem, I see $387 as a bargain$Tesla Motors(TSLA)$ @TigerTradingNotes @MillionaireTiger @Daily_Discussion @TigerEvents @TigerStars
精彩评论