Catalysts for the next 12 months:
1. Shanghai expansion pushes 700k capaity
2. Berlin goes on line with 500k capacity.
3. Texas gigafactory goes on line with 1,000,000 capacity.
4. Fremont expands capacity by 50%
5. Gigapresses reduce costs for all Tesla cars by 35%.....
6. 4680 battery goes into full production reducing battery pact by 40%. ...
7. FSD beta goes to level 4 within 12 months.
8. Battery packs and utilities increase revenue and earning significantly.
9. Solar roof on new construction explodes and ads significantly to revenue......
10. Dojo computer and neural network contribute exponentially to FSD.
There are few companies with more stimulus in the works. Tesla stock has an expensive forward PE but it is justified for a company growing revenue and earnings at over 70% annually and the growth should continue for the next few years. Despite these great stimulus there could always be possible macro disturbances in the future that could change things.
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
关注我们