Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[TheTalkingMule]

https://twitter.com/x/status/1486454701835100161

By my calculations that a forward PE of 85, based on 4Q earnings x4 (and removing the one-time tax cost).

And any rational 2022 EPS projection would turn today's AH share price into a projected PE of what......72?

87% growth and a conservatove near term forward PE of 72. Dat ain't right!

 

[joefee]

TSLA + $32.60 AHs

 

[Unpilot]

No new car this year

 

[DFibRL8R]

Product roadmap: "New vehicles would decrease total vehicle output" true in 2021, also in 2022

 

[MartinAustin]

Chip Drama Central? I knew they would run afoul of the CDC...

 

[henchman24]

Optimus!!! We have the new model name!

Edit... oh it is the robot name, I'm a dummy.

 

[MABMAB]

Is this the optimus robot talking? Sounds metallic...

 

[Thekiwi]

I told Y’all Optimus FTW

 

[2daMoon]

AH likes Elon!

 

[geometro]

did I miss it? the product roadmap is... "we'll talk about this later in the year"??

 

[gaswalla]

Elon is being too cautious in choosing his words (and clearly didn't rehearse).. so tough to listen

 

[Big Time]

4680 THIS QUARTER!

 

[15Peter20]

Drew and Elon. The perfect double act.

 

[bkp_duke]

Chip limited . . . not battery limited in 2022.

Amazing. Would not have guessed that.

 

[Unpilot]

Ruh roh.....stop talking about chip shortages!

 

[Ogre]

4680 is on
Cybertruck, Roadster, Semi next year

They are focusing on scaling out first, then will expand their product breadth.

 

[Chunky Jr.]

The news that cars with 4680 cells are going to be shipping this quarter is a BFD. The 4680 unlocks a whole lot of goodness.

 

[jkirkwood001]

Drew (?): "4680 in [pre-production] cars. I drove one in Austin today. It's awesome."

 

[Knightshade]

did I miss it? the product roadmap is... "we'll talk about this later in the year"??

Everything new delayed to at least 2023 will be the headline in mainstream press

Ooooo new factories!

Maybe announcing locations end of 2022, so prob 2024 first production based on austin/berlin timelines

 

[Singuy]

Chip limited . . . not battery limited in 2022.

Amazing. Would not have guessed that.

Which means we should see energy ramp to be significant this year, hence the megapack factory.