To The Moon

$Tesla Motors(TSLA)$

Intro

Okay, so Telsa has had not the greatest of starts to the year. With the stock being down something like 50% from the top.

But sometimes one just needs to take a step back and remember what is going on at Tesla and why it will make the stock pop off.

The Cyberbeast

Tesla now has a killer truck on the market. Sharp, angular, fast and just absolutely kills. Sure, it's had a couple of recalls (8) but that's just normal for all new cars on the market.

Not just a car company

One thing to remember about Tesla is that it's not just a car company it's also a bet on taxis. You know that thing you use like once or twice a year. Man I wish Tesla was a taxi company. Then we could be valued like Waymo or Uber and not like a boring car company.

Oh, and Tesla also does these robots that are really cool. That definitely are 100% AI* (actually interns). I think there is this other company called boston dynamics also doing robots and they where sold to Hyundai for 1.1 billion dollars. Now that's a lot of money.

Valuation

Man, Teslas current valuation just sucks. I just don't see why people aren't more hype about the company. The P/E is a modest 117, a couple of weeks ago it was closer to 200. But I guess it's fine. The other MAG 7 are like in their 30s.

Brand

On a more positive note, Teslas brand image is on fire. Like, literally. And people are just going to want to se it becoming brighter now with Elon Musk work at DOGE.

Conclusion

At the end of the day, you just have to zoom out. Way out. Like, to a level where fundamentals, earnings, and reality don’t really matter. And when you do that? Then it all just makes perfect sense.