Tesla to 2000 in 2022

Panda King
2022-01-29

From the latest earnings report. It is clear that $Tesla Motors(TSLA)$is dead focus in getting FSD up and running. 

This is a big thing as it is key to Tesla attaining AGI. And thus their next focus on the product of the future, Optimus humanoid robot. 

With FSD around the corner we can also start to expect robotaxi revenue and FSD revenue to become more predominat in 2023.

It is the correct decision by $Tesla Motors(TSLA)$to jot launch any new models as the demand for Model 3 and Model Y is still through the roof and bringing in new models in 2022 will increase costs and reduce pptimisation of its operating expenses. 

It is wise for Tesla to focus on ramping up all its current and 2 new  giga factories and following through on it 4680 cells which will further reduce production costs and improve margins.

Together with these elements and looking at high possibilities of ramping production to 1.7million to 2 million units we can expect a crazy year ahead and further compression of PE from current levels at 180x 

Supply chain issues are only temporary and thus Tesla choice to focus on current production lines and Models and not introduce new production like the Cyber truck.

We can all look forward to a great year ahead but ultimately 2022 will be similar 2015 and will be a really bumpy ride. 

We should focus on your high conviction stocks and ride this one out. As for me I know I will put all my spare cashflow into DCA of Tesla Shares with long options.

All the best to $Tesla Motors(TSLA)$investors out there. Focus on the horizon and not the turbulence in front of us. 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Frosty4ever
    ·2022-01-30
    PE ratio has been falling and will continue to fall. same time FCF is growing. with new gigafactories in a few years growth will continue. enough capacity for 25k then.
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    • weijie123: 
      Help like and comment
      2022-02-04
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  • spdrwb
    ·2022-01-31
    [Observation] rates go up then how?
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    • Panda King: 
      its about the same for me based on growth numbers this year. its my perception that rates have been priced in for at least 4 rate hikes.
      2022-01-31
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  • Yani94
    ·2022-02-01
    2K means its a good buy now
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  • Panda King
    ·2022-01-31
    Hopefully today will provide respite and is the beginning of a rebound for Tesla.
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  • Cohan Chong
    ·2022-01-30
    2K might be a little ambitious, but no doubt I am bullish.
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  • Dazza7
    ·2022-02-05
    Agreed! They will be worried on the current prices. Then again, will be good for investors
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  • weijie123
    ·2022-02-04
    Like and comment
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  • kino318
    ·2022-02-04
    wow. thanks you for sharing.
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  • AbgRico
    ·2022-02-03
    Prepare to launch to the MOOOOOOON
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  • Gregho
    ·2022-02-03
    I support Tesla
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