This, along with all the other distracting news - lawsuits, recycled FSD bad behavior, recent tweets, has made me re-evaluate my position on Tesla.
Looking at the 'unfortunate' Q4 earnings call once more, I am again reminded that:
- Tesla has 2022 primary focus on cranking out cars. Lot's of cars. Exactly where it should be.
- Tesla expects to up production 50% in 2022
- Tesla doesn't need either Berlin or Austin to achieve this
Added to those are the recent observations
- Austin is getting MIGHTY close given the videos out now. Every car produced there pushes the increase OVER the expected 50%.
- The competition is so worried they are literally advertising at great cost against Tesla during the Superbowl and it worked (for Tesla) !!!
Added to those are my own convictions:
- Every Model 3 / Y sold makes a new Tesla ... constituent who will demand EV-related changes to the world around them. Economically and politically.
- Every Model 3 / Y sold immunizes one more person to the crescendo of FUD we're now seeing because they know the car.
- Every Model 3 / Y sold adds to the "show your friends and neighbors" goodwill sales force
OK, I guess no change to my position after all. Especially since I'm about out of dry powder again