So, This Is Kinda Awkward But… It WON’T Fit…

TL;DR

Tesla is on track to become one of the top 10 global automotive manufacturers by revenue, with impressive year-over-year growth. Several catalysts, including new gigafactories and potential share buybacks, could drive Tesla's stock value to $550 per share in the next 6 to 12 months.

Transcript

I know I know who you're thinking Stephen what the hell is with the title of this video today man come on please what's going on well I can absolutely assure you these were not the last words spoken to me by your girlfriend in truth there's just way too much [ __ ] to fit in today's video title let's run down the list new proof that Tesla is a low-... Read More

Key Insights

• 😜 Tesla is quickly climbing the ranks of global automakers and could soon be among the top 10 by revenue.
• 😀 Legacy automakers are struggling to keep up with Tesla's growth, facing declining sales of internal combustion engine vehicles.
• 👶 Catalysts such as new gigafactories, share buybacks, and upcoming product launches could contribute to Tesla's stock growth.
• ❓ The author's valuation model considers the declining sales of legacy automakers and Tesla's growth potential.
• 👤 Starlink, a subsidiary of Tesla, has made significant progress and now has over 1 million user terminals manufactured.

Questions & Answers

Q: How is Tesla's revenue growth compared to other automakers?

Tesla's revenue growth is remarkable and outpaces most other automakers. In 2021, Tesla's revenue grew by 74% year-over-year, while many other companies experienced flat or minimal growth.

Q: What are the key catalysts that can potentially drive Tesla's stock value to $550 per share?

Some of the key catalysts include the lifting of Twitter overhang, strong Q3 delivery volumes, a potential S&P credit upgrade, the announcement of new gigafactories in the UK and the eastern United States, a $10 billion share buyback announced by Tesla, the release of FSD Beta, the launch of the Cybertruck, and the introduction of a $30,000 EV.

Q: How does the author's valuation model differ from traditional price targets?

The author's valuation model reflects what he believes Tesla's stock should be worth based on his assumptions and analysis. It is not merely a prediction of when the stock market will catch up to the company's value. The author takes into account various factors, including Tesla's growth potential and the declining sales of legacy automakers.

Q: Why has a filmmaker paid influencers to speak negatively about Tesla and Elon Musk?

The filmmaker aims to create a controversial film called "Man vs. Musk" by spreading false narratives and misleading viewers. The filmmaker's agenda seems to be using Elon Musk's name for clickbait and personal gain, rather than focusing on combating distracted driving with accurate facts.

Summary & Key Takeaways

• Tesla is rapidly approaching the top 10 list of global automotive manufacturers by revenue, with revenue growth of 74% year-over-year. Other legacy automakers are struggling to keep up with Tesla's growth as they face declining sales of internal combustion engine vehicles.

• The author's base case valuation model predicts that Tesla will surpass its competitors and reach the seventh spot by 2024. The growth is driven not only by Tesla's own efforts but also by the declining sales of legacy automakers.

• Several catalysts, such as the lifting of Twitter overhang, Q3 delivery volumes, possible S&P credit upgrade, new gigafactories, share buybacks, FSD Beta release, Cybertruck launch, and the launch of a $30,000 EV, could further boost Tesla's stock growth in the near future.