What a move from TESLA

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What a move from TESLA

so exciting to see the name catchup as every other Mag 7 was green YTD, now $TSLA is up about 4% this year after the move

seems like the robotaxi nevada headlines are helping it, along with Elon saying "the govt is unfixable" and people feeling he's going to be much more into tesla over politics

EV tax credit expiring end of month seems to be creating enough demand for this to be a 500K+ delivery quarter for Tesla

hard to fade fsd, energy, and robotics over the next decade but 2026 earnings, as per elon, won't inflect until around Q3 next year

street seems to be pulling forward that growth as the entire market begins to make a move higher

also lower rates = bullish for buying cars

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Phyllis Strachey
·09-16
Buy Tesla calls; Optimus 2026量产 boosts long-term value.
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Megan Barnard
·09-16
Lower rates help, but EV competition’s fiercer now, no?
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Ron Anne
·09-16
Tax credit expires soon—will 500K deliveries actually hit?
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長髮排骨哥
·09-16
寫得太棒了
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GregoryRichardson
·09-15
Exciting times for Tesla indeed
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