TSLA
Tesla
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Palantir
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Advanced Micro Devices
-- 126.290 MSTR
MicroStrategy
-- 358.180 
My Takeaway and Views on Tesla Earnings Call Part 3
$Tesla (TSLA.US)$ Check my previous posts to get the full Good and Bad of Tesla Earnings Call
My Views
Have you noticed what was common in the Bad? Wall Street wants this and wants that but Tesla does not care.
In each quarter, you will see Tesla is doing quite bad. It is not achieving the expectations that Wall Street set for them. However, they do this quarter after quarter and they have a 3 months horizon. If you have longer than 3 months, I invite you to follow me on my 10 years investment horizon.
Today, Wall Street values Tesla as an automotive company. However, do you think Tesla only does EVs? The answer is no. Tesla has many business units which will bring Tesla to the next level year after year for the next 10 years: EVs, Energy, FSD, Robotics (Optimus), AI Chip (Dojo). This is what we know today and the full roadmap for Tesla.
If Tesla managed to scale these business properly in 10 years, it would mean adding the market cap of Tesla (Automotive), $Contemporary Amperex Technology (300750.SZ)$ (Energy), No company is doing FSD, $Fanuc (6954.JP)$ (Robotics) and $NVIDIA (NVDA.US)$ (AI Chip). This means Tesla will be valued at 2.25 Trillion, excluding FSD and 0 potential growth. In 10 years, Tesla could very well be valued at 5 Trillion.
For long-term investors, look at the roadmap of Tesla and make your own assumptions. Do you think they would be able to achieve this roadmap that they have defined? Should you look at 3 month time horizon? How will I feel if Tesla can achieve their roadmap?
For me, I will continue to pick up shares whenever there is a dip. Looking back in 10 years, I will remember this day. FYI Tesla is not an easy stock to hold because it is a highly traded stock.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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呆呆-卖空HK : awesome
自由1989 : I'm afraid when others are greedy I'm greedy when others are afraid
Rexon Capital OP 自由1989 : As Warren Buffett once said, be fearful when others are greedy and greedy when others are fearful
自由1989 Rexon Capital OP : I'm very excited to read your 3 posts, do you think the decline will continue?
Rexon Capital OP 自由1989 : Yes, you need to let the market relax before the movement will change
自由1989 Rexon Capital OP : Thank you for breaking it down