$Tesla Motors(TSLA)$ There's clearly real demand for a Tesla motorhome, even though nothing is in production yet. The number of fake videos and scammers trying to cash in on the rumors shows how strong the appetite is for something to replace the low-quality options currently available in the motorhome market. Could this market be dominated soon by a contender with that kind of built-in demand? Time will tell.
$Tesla Motors(TSLA)$ TSLA just logged its 13th worst price drop in history. The average 3-month return after similar drops has been 49%, and the average 1-year return sits at 239%.
$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Elon Musk has increased his stake in Tesla via options, now holding 30% of the company. He seems to have big plans for both Tesla and SpaceX. I added to my SpaceX position at an average cost of $178, holding for the long term. The new TeraFab project looks like a big deal, kind of combining the roles of Nvidia and TSMC in one place to address future chip shortages. Then there's space data centers, Starlink, a near-monopoly on space payloads and rockets, and the buyout of Corsair as direct competition to Anthropic's Cla
$Tesla Motors(TSLA)$ Before you decide to sell at these levels, you might want to consider how Tesla stands to benefit. Tesla directly benefits from SpaceX's success through its 19 million shares in the company. At the IPO price of $135 per share, that stake is worth about $2.57 billion, and a successful IPO would add even more value. Beyond that, Tesla also gains from shared chipmaking. For the chipmaking mentioned earlier, Musk announced plans for a semiconductor facility in Texas to produce chips for Tesla, SpaceX, and xAI, which SpaceX acquired in February. For Tesla, this could provide consistent access to chips through its own supply chain for its Optimus robots and full self-driving (FSD) technology. It will need plenty of advanced chi