Is it too late to get in on the action? I think not.
Kalle Tolonen
17.12.2024
It's been a dramatic year, as the US presidential election result was the starting boom for the TSLA-rocket.
I'm not a financial advicer, and this is not financial advice.
The things that are currently priced in the stock:
Tesla makes a fuckton of money with autos and energy
Things that aren't prices in:
Robotaxi
Optimus and the redefinition of labor
I think Tesla will win big in autonomy and humanoid robots. The reason for this post is to keep myself accountable.
My modelling goes out to 2030 and I have the business at ~$300 billion EBITA with a 100xP/E. I think at that time it will still be early days for the robotics revolution.
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