Let's make an objective list of recent Tesla related news:
- Texas investigation has more questions from the NTSB stemming from new evidence that came out (video footage) proving that there was a driver in the seat - well... duh there are more questions
- Shanghai Autoshow "protest" due to a customer's claim of brake failure
- Elon's appearance on SNL (Asperger's information and first east coast Cyber Truck appearance)
- Earnings update which provided updates on the following
- Berlin progress (really quick, should be running by EOY)
- Texas progress (also should be running by EOY/Q1)
- Expansion of Shanghai - these guys are super fast and will crank out Model Y's (this is an enormous opportunity)
- Tooling and tuning for new Model S and X programme under way
- Elon saying 1M cars projected this year
Wildcards/Speculation
- Tesla semi will be pulled up (low hanging fruit in revenue)
- Once S has racked up some miles on the new cell architecture, Roadster here we come
- Cybertruck initial deliveries by q4/q1 22
- Gross Margin improvements due to efficiency and higher ASP in product mix
- Tesla energy finally contributing more due to seasonality and deployment acceleration
- Government incentives for all EV's
I don't know about you guys the negative are mostly BS and there's a ton of catalysts there. I picked up more shares on margin because this thing is so far oversold IMO. Once the FUD clears I'm hoping we'll gap up. The next big catalyst will be Motortrend or some kind of press review of the Model S update.