Комментарии:
Master Plan 3? SpaceX, Boring need serious cash to build out fleet of ships, fleet of 30k StarLink satellites and finance tunnels. X Company umbrella could use Tsla cash cow generation to fund those projects. Expect insane factory expansion for cars and batteries. Yes, please forgive the wild speculation, but the question of what Tsla will do with the huge cash might be answered. Better than a dividend IMO.
ОтветитьHope is not a strategy but luck is a super power
ОтветитьI’m 100% in tesla…. Your 2025 base case would basically retire me….. that’s wild. Planning on holding til 2030 at least before selling any shares. But we will see how the rollercoaster of the market goes
Ответитьin 2031, elon musk will be almost 60. do you think he will be going strong, and at tesla? i tend to think so, but who knows?
ОтветитьAnd what about dividend ? I think the stock value will not be that high, but they will pay a ridiculous dividend with all these huge profits. Maybe 5 or 6%, easily.
ОтветитьNot very sure about that. Geopolitics are going to play a big role in this entire endeavour. Also, China loves Tesla atm and contracts are in place to assure batterymaterials and yadedieyada... but let me tell you, when did the CCP ever care about contracts or any copyright? When the likes of BYD and CATL (both state-owned companies who control pretty much every rare earth materialmine on the planet) will turn their backs on Tesla after having learned enough then said company will be royally f****d.
ОтветитьImagine a world where Wall Street stock analysts are speculating seriously about the development of AGI and how it will impact the stock price. When you mentioned this as a catalyst, I had to take a moment to just appreciate that this is real life
ОтветитьDo you take into account dilution estimates year over year in your valuation model's price targets?
ОтветитьI dumped one third of my tesla stock because I´m coward. But it´s still my largest position by far. I wonder if we will ever see it as cheap as it was the morning that the Russians attacked Ukraine. If so, I´m ready. If not, I´m going to be kicking my own ass in 2031 while I sip piña coladas on the beach off my core position.
ОтветитьI am looking for $1999 before the end of this year. And yes, lots of upside for the future. At some point I have all I need for retirement, so I take some profits and enjoy watching the rest grow.
ОтветитьI do think that as Tesla prints money this year, the market analysts will start to wake up to the opportunity. It will be fun to watch.
ОтветитьHi Steven I love your work but just fyi I am tired of looking at your refrigerator. Let me know if you want a couple set suggestions ✨
ОтветитьThe robotaxi won't happen in 2024. It was originally promised in 2019. Governments need to give it the stamp of approval and governments work slowly. Even if FSD is 100% ready, a government works too slow. Governments have meeting about meetings to schedule other meetings.
ОтветитьTesla Optimus humanoid robot - $9,999,999,999,999,999,999,999
ОтветитьSo I was a SUPPORTER of you at the "fan" level and had access to various info. Why cut access level to those who have ALREADY supported you, greed, cockiness....just wish a person wouldn't have to keep chasing "levels" of support just to get a bit of information !! I love you.
Ответитьyour bear case is 50% YoY stock appreciation in the short term
ОтветитьWorst case: China invades Taiwan tomorrow, Musk supports Taiwan, loses Shanghai factory and all of Tesla China, stock price gets cut by 60%.
ОтветитьNot a criticism but, I think you're not taking into consideration future stock splits. There will be several because of TSLA's employee purchase program. When the stock price gets above a certain point in relation to employee's wages, it will have to split for it to be affordable for them. Thanks and keep on doing your thing.
ОтветитьI know you've mentioned you think Tesla will eventually have to pay out dividends before, but what is your latest thought about Tesla doing this, and how much per share, between 2025-2030?
ОтветитьThis guy is a complete spiv. These fairy tale targets imply that TSLA’s market capitalisation will be LARGER THAN THE ENTIRE US ECONOMY by 2030. For context, historically the market capitalisation of EVERY listed US company COMBINED is less than this size.
What this charlatan is trying to sell is mathematically impossible - there is a 0% chance of TSLA (or any company) ever being within hailing distance of this type of size. Do not give him a cent, this is a scam. Run the numbers for yourself. TSLA could well be a great company, but don’t listen to this clown.
Ford, VW and others are making Tesla look greedy. And the LFP batteries are likely to sharpen their attack. I am talking about Tesla clinging to the inefficient/expensive, “Power Wall”, while the others are opening up their EV batteries to bi-directional charging (reverse charging). Consumers will be looking beyond Tesla for 3-5 days of battery backup in the EV batteries for a better bang for the buck. Will Tesla give up the typical corporate greed affliction that seems to surface when businesses start to eye market domination? I hope so, since that certainly matters to me, as well as urging Elon to revisit his humanitarian side (utility Co right sizing or replacement) at the expense of the typical quarterly report bottom line mentality.
ОтветитьBear case should include:
- Elon is killed
- China factories are nationalised
when do you guys think that it will be released this master plan?? cuz everybody says it will be soon but it could be a matter of days weeks or months? steve what do you think about it?
ОтветитьFantastic to hear numbers that are close to mine until 2026, after that the numbers get so good that I start wondering if we are in a fantasy 🚀📈
Ответить😜😜😜😂😂❤️❤️❤️👑👑👑👑😎😎😎✅✅✅✅🆙🆙🆙
ОтветитьBuyers beware.
ОтветитьSomething no one is talking about is the reason tesla raised prices is because these cars want be built for a year or maybe longer
ОтветитьAlso talking about tesla profits ever time he increases his production it cuts his overhead cost and fix overhead gets cut by 60 to 80 percent based on production increases
ОтветитьI like the bear, base and bull model better.
ОтветитьStephen, in your 9/27/21 video, your 2031 bear price was $17420. Why is it $11476 in this video? That is a HUGE difference
ОтветитьIf you have a 2% bull case scenario, you need a "Elon dies or goes the way of Howard Hughes" scenario. Chances may be low but aren't zero.
ОтветитьAre you nominated today for the best serials at the Oscar's solving the money problems
ОтветитьMy biggest concern with the stock price of Tesla is if this billionaire tax is passed and Elon is forced to sell his shares. That will ultimately drop the stock price.
ОтветитьYou're insane....Delete. Don't listen to this nonsense people.
ОтветитьSteven, my nephew is a successful TV producer, and always looking for new projects. Would you be interested in appearing in a documentary centered around Tesla. Thanks!
ОтветитьFuck and it’s gone:(
ОтветитьAGI is twenty years away
Ответитьyou are way wrong on the price target this year even with the bear case
ОтветитьThis did not age very well. I wish you were right, though ...
ОтветитьThis didn't age well. LMAO clown
Ответитьwhat a clown😹😹😹
ОтветитьSMR, keeping you accountable. These price targets didn’t turn out so good, even with the 3 for 1 split. Nowhere close to your bear case even at double todays stock price
ОтветитьIt’s crazy. Megapacks wasn’t even in talks at this point. @ $2Mil a pop, 1 Terawatt worth w/ 25% profit 100B
ОтветитьOr TESLABOT
ОтветитьAged like 🥛
ОтветитьWell this aged like milk 😭
ОтветитьMy one year target is 120.
Ответитьwell this has aged like last year's curdled milk
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