It came to me today how the last big rise back in 2020, as near as I can tell, began only after a long, long lull while Wall Street waited for this new automotive startup to fail. A valid and logical expectation when other automotive startups are considered.
Then, suddenly, it became obvious that this was different and everyone couldn't get a piece of it fast enough. The boosters were lit and away it went.
After a while some sort of equilibrium was reached and economic forces took center stage and TSLA's rocket ship was traded in for a pair of good hiking boots, still scaling the mountain, or at least not losing too much ground to the landslides and other hazards foisted upon TSLA.
While the SP has been curtailed in its quest for Lunar dominance, Tesla the company has never missed a stride as they continue to grow in multiple directions at once. Something that the analysts on Wall Street simply cannot evaluate because there isn't really anything in their playbook to cover that sort of company.
Meanwhile, the HODLorians bide their time in the shadows, awaiting the great convergence when these various projects come into their own with the precision of a well-conducted orchestra. Cybertruck, 4680s, Megapacks and PowerWalls, the electric version of the People's Car, and more across non-Tesla companies like SpaceX, Neurolink, Boring Co., and, well, you know the other one. Each of which is poised to change the world, each in their own way.
I just want to share how fortunate it is to be both and investor and a spectator to such a grand scheme with the potential to change everything.
It feels as though we are creeping ever closer to that point the spark ignites the waiting bonfire and things start getting very interesting once more. Including the value of our portfolios.
HODL
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