Question: which one comes first: Tesla surpasses the grand old man WB, or crash, burn and sink back down to <200B.
My guess, Both will crash first and when it recovers, very likely Tesla will exceed BRK.
BTW: Crash is not far away, at least it will start with some correction.
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However, if my EW interpretation is correct, won’t be lower than Mar low since it is a wave two retracement of current wave one of Primary degree. After testing the Mar low, is an even longer and higher bull market :). Can load up calls aggressively when testing Mar low.
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So many people are waiting for market to fall. That’s to say people are still too rational. Needs more FOMO and more greed before the market will crash.
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Who are the “many”? Judgmental (without evidence) statement is easily replaced to mean the opposite.
This can replace Tesla
Coming to get those two 90 year old men.
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I was tempted to start selling today. Told myself $500/share as pretty much arbitrary benchmark…I will wait until they announce addition to the S&P500.
I don’t know about you, including this bubble into S&P temped me to switch my 401k from S&P to something else…
It is so unfair that all clueless 401k investors have to buy this stock at such a crazy valuation… 
Think about all the good you are doing, like paying for Wu’s kid’s college expenses.
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Do like Elon Musk, sell some.
Tesla looks to raise $5 billion by selling more of its red-hot stock
Strong investor demand for Tesla – as well as Apple (AAPL), which also split its stock on Monday – led to outages on Robinhood, E-Trade and other online brokerages and trading apps.
RH ants eating those professional short elephants.
I was not surprized by $5b capital raising.
you can get new Model Y in two weeks after ordering.
https://www.tesla.com/modely/design#battery
now there can be two reasons for it. Either Tesla Model Y demand is not there thats why they can deliver so fast or they have become efficient in building.
my view it is highly unlikely the second reason.
This also supported by when countries like Denmark start Tax review against Google. these welfare orented countries are the last places to open Tax file. for these countries direct/indirect exports US was like Cash cow. so some thing is not right in export markets that they start this proceedings. no one trust each other now.
Back when Tesla was $50B the capital needed to scale manufacturing was an huge dilution. Now that the market cap went to the moon the dilution is tiny.
I still wonder how they’ll make money as other car companies ramps up EV offerings and don’t need to buy credits. The increase revenue and profits from credits is the whole reason for financial metric improvement.
This quarter will be telling in terms of revenue growth. In theory, 2 factories should be a huge boost to revenue. If it’s not, then it means demand isn’t there and they won’t scale as big as people think.
LOL
This has to do with getting enough float for S&P 500 inclusion as well as a nice pad of money for massively ramping up battery capacity (likely) after Battery Day.
I won’t be surprised if TSLA doubles again and Musk takes over as the richest person on Earth.
Maximum pain for the bears.
Elon team is master minded in splitting the stock and declaring 5B open float (may be with banks advise) diluting the stocks.
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Among all EV companies, Tesla is going good (rev/pro low, but volume increasing).
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Tesla will continue to expand over many countries, and continue to supply.
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Lot of stock holders were stagnant, not selling, most of it held by billionaires…etc
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Funds have seen how the stock went up, keep buying at bullish cycles
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5B is small, but underwriters are behind commission on 5B, it is public open market money (easy money for banks/VW)
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As they expand their business, Tesla will kill the competitors easily. They have know how, battery supply (better quality), reputation.
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Elon cut lot of overhead on sale agency/dealership market (10% at least)
With this, Tesla can easily kill other competitors than others killing Tesla.
Do not see qtr/qtr, see how Tesla can transform in 20 to 30 years.
some countries provide monthly data.
whats the point of Berlin factory when it cannot even compete with Chinese owned Volvo?
I have doubts this Fremont factory is utlized fully.
The math doesn’t work. Let’s assume they kill competitors and sell as many cars as Toyota. They’ll have to go to lower and lower price points to sell that many, since the luxury market is limited in size. That means their total revenue will be about the same. They have the same gross margin. They’ll have the same profitability, and they’re already worth more than Toyota.
Tesla is not going to kill Toyota. When Toyota sells a car at $25000 (with dealer markup…duty…etc), Tesla will sell it at $21000 (with out dealer markup, without duty - in country make).
By doing this, no company can kill Tesla. Elon is crooked enough to reduce the costs by many means.
No doubt, math will not work during the bull market. Remember the buffet indicator, way up 182% above GDP.
Banks wants to make money through commission on IPOs or follow on, another branch of bank gets funding from government and they can use it fro trading stocks. Bull market there is no math works.
Among all the car EV makers who is selling highest cars…Tesla. Who has established patented technology and battery supply (Giga factory), who has the moat on others ??? => Tesla.
Chinese government relaxes many conditions for Tesla…etc.
When such attraction is there, bank wants to take advantage of the market. They just promote anything Tesla/Elon musk wants as long as he is able to grow factory after factory, country after country.
With follow-on offers, Elon has master-minded to get free money from public to run the show. This is exactly like SHOP did, follow-on after follow-on offer every time stock peaks.
Toyota has vast dealership network to deal with recalls, warranty work and maintaince.
Chinese own Volvo and they open there own electric brand Polestar.
than at some point Huawei issue will come up. Chinese made Tesla can hardly become export product. so i am not sure Chinese will keep supporting it