Very realistic and probably low considering they'll likely own most services at the POS as well. I just created Time To Sell The Automotive Unit under essentially this rationale. Energy has always been the big deal, not cars or robotaxis.While we are enjoying the ride I'll share my Tesla (and TSLA) vision/fantasy. Laugh all you want.
10 year LONG horizon
In 10 years Tesla will produce 10 TWh annually of batteries at $25 - $50/kWh gross profit
= $250 - $500 Billion annual gross profit
Man, I’m with you! For us bulls, every evening before the market is open is like Christmas Eve and every business morning is like Christmas morning!Is anyone else just breaking out in bouts of spontaneous laughter, or is it just me? Maybe I skipped the euphoria stage and went straight to insanity?
I almost rated this Funny but thought better of it. Wasn't that long ago that my $420.69 share purchase was a joke.
Do we think the upcoming Q4 earnings and rumored imminent Model Y release is already being factored into the stock price?
Not steel, ice. In the form of hail. $500M in damages from a single 30 min storm is not uncommon, mostly in tornado alley adjacent areas. Some auto insurers won't even provide hail insurance anymore in affected areas. Tesla Ins. would be king there too.
That's what's so great about this new reality where raising funds costs nothing and the brand is standing alone at the top. They can produce and sell literally ANYTHING they want, even a ridiculous looking truck.
Personally I think the optimal move from here is to sell pack/drivetrains to a Ford competitor starting in 2023ish to accelerate the truck transition. Obviously I want absurd profit margins on these skateboards. Toyota Tacoma EV perhaps? I'd buy 9 of those.