Anybody hear from the TSLAQ crowd lately?
My investment thesis is simply that unlike almost all stocks the market disagrees strongly on TSLA, so it is either strongly over- or under-valued.
Based mostly on the thoughts in the book "Disruptive innovation", Tesla's growth, innovation and the customer satisfaction I am betting on the latter.
So with this simplistic thesis it is essential that I continuously re-evaluate my opinion and the opinion of those I bet against, I do so partly by following Tesla's detractors, including the TSLAQ swamp on Twitter and the RealTesla sub-reddit.
I feel like a simple-minded farmer who can only check that his livestock is healthy by diving into their excrement.
Example:
The fact that the Cybertruck design did not leak out is proof that Tesla can control leaks and thus that all previous leaks were intentional.
Another example:
Like myself, some in TSLAQ try to understand who they are betting against - and see the occasional silly enthusiasm among Tesla product owners as evidence that Tesla investors are gullible. (To be fair, posters of such comments may not actually believe that themselves, they may simply be trying to help their own position by duping others into following them).
PS. There is one additional aspect to my investment thesis, that the mounting evidence of a Climate Crisis is likely to cause more governments to subsidize the transition to sustainable transportation - and electricity production, something that plays into Tesla's hands. The TSLAQ crowd likes to ridicule these subsidies, although they are just a fact of society.
PS. Edited for clarity
), was around 10 - 15 thousand. 
