If anyone thinks a million plus invest into TSLA is a little excessive I'm well hedged with NZ Real estate and other US companies and a small amount of BTC
So no it's not excessive to me.
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If anyone thinks a million plus invest into TSLA is a little excessive I'm well hedged with NZ Real estate and other US companies and a small amount of BTC
So no it's not excessive to me.
The Tesla Dojo's whitepaper was released earlier today, and it has discussed the future of the AI neural network training supercomputer on the company's self-driving technology.
Elon Musk has added a few pieces of information with regards to the future of the Dojo, and it is to have a high accuracy in predicting traffic situations resulting in zero accidents.
Tesla Dojo: Elon Musk Says 90% No Traffic Fatalities
Uber to get 50,000 TESLA'S for ride hailing.
Hertz will supply 50,000 Teslas to Uber by 2023/Following this week's orders of 100,000 Teslas for there rental fleet in 2022.
Goldman Sachs raised its PT from $905 to $1125.
To understand a PT you must understand the future demand.
You don't just pick a number and hope for the best/
-Demand for EVs
-Demand for TESLA'S
-Production
-Production Growth
-Revenue
-Revenue growth
-compacity
-Compacity restraints
-Compacity Growth
-Treasury yields/interest rates
-Macro economy
Which way the company is heading/ Who's CEO etc
All these affect current and future EPS and predicted rev /cash flow/debt management etc
Screaming "TSLA to the moon!" doesn't help your thesis/it just helps you lose money.
Attachment 13143
Attachment 13144
Attachment 13145
This graph is very telling/ show's Tesla has 1.53% of the total addressable vehicle market/
Tesla have stated they want to achieve 20% by 2030/
Most in the know will already understand they will achieve >30% market share by then/ add there AI/Energy /Solar/Storage/Robo taxi Fleet etc and a Bear case will be $6000 PT Bull case $10000.
US 10 year treasury fell sharply 5.5% to 1.52%
Fear's of slowing growth may be hitting the bond market, possibly taming inflation, Although not in its entirety/Can accelerate Growth stocks SP(2020) if inflation slows and vice versa as seen earlier this year.
Piper Sandler increased PT from 1200 to 1300
This is a new Street high.
Piper Sandler
Morgan Stanley
Goldman Sachs
Ark invest
Or Crypto Crude and his alt coin
The choice is yours.
https://youtube.com/shorts/gF25_qqrveY?feature=share