Since FUD has clearly dominated market movements in TSLA recently, I have just sold some other securities and am buying more TSLA. This drop may go on for some time, especially with broader uncertainty, but...
-Shanghai officials are suggesting the GF3 factory may be done in May! If true it is quite feasible that production on some basis could well begin sooner than expected, maybe even CKD which I admit I have always expected would happen before the entire factory buildout could be completed;
- The ever-present EOQ delivery push has begun in earnest;
-ASP for Model 3 probably has remained above early expectations, otherwise why eliminate Lemur?
-possibly the largest question now is whether S and X volumes have remained robust. This we don't yet know.
Looking towards the rest of the year it is hard to imagine very much real negative developments for TSLA except:
- Texas service prohibition;
- Other specific anti-Tesla government policies/regulations/laws.
Those negatives are ever-present but gaining virulence, but I expect those to be outweighed by other positive developments.
Unquestionably I am an optimist regarding TSLA. I am also a realist, so I am fully prepared for serious official FUD and obstruction. It will not stop.
So why buy more anyway? Simply because China, EU and elsewhere will overwhelm the FUD, coupled with increasingly material growth for storage products and grid services. California and CARB States will not be defeated either by the Environmental Pillaging Agency nor other executive branch obstruction. That means Tesla vehicle demand in the US will continue to rise even despite Texas etc. Then glance at the posts right now regarding deliveries in the EU.
Dozens of people have posted facts supporting a positive outlook. I choose to skip the dramatics including delivery and support teething pains as well as FUD.
