UK September sales:
Attachment 13054
Tesla will eventually be the biggest Auto manufacturer in the world.
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UK September sales:
Attachment 13054
Tesla will eventually be the biggest Auto manufacturer in the world.
Elon moves his Tesla HQ from premium tier to a dumpster.
Hope being 51st doesn't rubb off or cause issues with securing good talent.
Increased my Full year 2021 EPS to $5.81
Increased my Full Year 2022 EPS to $10.12
Assuming 2021 deliveries >890k
Assuming 2022 Deliveries >1.485m.
Street EPS to conservative $5.35& $7.32
Nasdaq futures and TSLA down pre market ahead of US jobs data market showing caution.
If jobs data beats estimates /increasing the chances of Fed tapering bond purchases.
My Price target assumes a 10y treasury of %2.0 (1.57)
Reasons for move:
California taxes too high/
Silicone valley California housing to expensive for Tesla worker's/
Tesla has had issues with over regulation in California./
Main reason is California Fremont factory is landlocked and can't expand .
Sounds like Auckland!
How many industry leaders are located in Texas?
In contrast:
Apple: cali
microsoft: Washington
Amazon: Washington
Fakebook: cali
Hewlett Packard/Oracle/Venture capital 8VC have moved there Head quarters to Texas.
Amazon/Google/ Samsung/Apple have expanded operations there as well as hundreds of other established and start-up Tech companies.
I was planning on checking Austin &Dallas out after we are released from our Island prison.
For low skill manufacturing jobs..
Not for the high calibre workers.
I believe it's a global recruitment drive for talent.
Giga Berlin was positioned so it was a short journey from the Berlin CBD, and Germany have some of the world's best engineers.
Shanghais talent will be designing the 25k model.
California will grow operations by at least 50%
A.I day was successful in recruitment for the Tesla bot.
Space X rocket engineers are all in Texas and there talent will most likely be used at Austin Giga if needed.
A.I day response and daily applicants for A.I roles
Attachment 13061
Designing an Apple EV is easy, manufacturing it at scale is extremely difficult.
Apple's first car will not be released until 2024 that assumes they follow Tesla's scale by 2030 if not gone bankrupt like many car manufacturers do they will have built maybe 100k p.a units if all goes well.
Tesla will be making 20million units p.a in 2030.
What most don't realise competition to Tesla is:
EVs represent 3% of the total addressable vehicle market.
Tesla has the majority share of the 3%.
Competition in the E.V space is needed to reach 50% E.Vs having market share of the total addressable vehicle market.
Tesla cannot do this by itself, it needs other car manufacturers to step up and help manufacturer more EVs.
That's why Tesla gave other manufacturers blueprints to its electric motors years ago and why Tesla is opening its access to its charging stations, will license it's automaton (for a fee of course!)
Tesla will have 30% of the total addressable market in 2030 /it will be a > 10trillion dollar company.
Tesla has won the race, it needs other manufacturers to step up and grow the "green tidal wave" . Which they are , and it is good for the planet, good for Tesla, and good for Tesla investors.
Tesla vehicle's are not car's.
They are evolving into artificial intelligent robot's on 4 wheels.
Like Ford destroying the horse and cart a century ago.. Tesla will destroy the vehicle industry as we know it today.
General Motors announced its new Ultra Cruise hands-free driving system will debut in 2023 on a future Cadillac model.
The system will work on more than two million miles of every type of road in the U.S. and Canada, joining Super Cruise, which is currently available and only works on highways.
Here's the problem:
Like all other autonomous models it relies on pre set routes and radar.
Tesla FSD automation is having the car's think for itself.
Tesla owners beta testers are teaching it and guiding it like a child to grow & drive solo.
Like us all, Tesla vehicle's will fly the nest and be level 5 fully automated in a few short years.
Like humans,it will eventually become better than it's masters at its discipline.
Saving thousands upon thousands of lives lost in traffic fatalities.
Market makers spread killing$790 / ex option calls/ TSLA hitting the $800 wall all week.
Going to need big quarterly earnings report to break through.
Or you can forget the short term trader's and go long on strong fundamentals.
TSLA down today as predicted as trader's sell the news , not concerned at all still up 1.32% for the week.
https://youtu.be/ILhHtfEvew8
Tesla will post its financial results for the third quarter of 2021 after market close on Wednesday, October 20, 2021.
Elon Musk liked a " X inc" post on Twitter.
It's "not" a new rumor about combining TESLA /SPACE X /Neuralink/Boring Company as a single conglomerate.
Although it would be great financially for current TSLA shareholders,
Not so much for Elon as he is already one of the wealthiest men in the world, listing SPACE X along side TESLA on the Nasdaq will most likely make him the worlds first trillionare, and The Democrats,Left wing Media, Socialist would come after him with pitch fork's for being so successful at achieving his goals.
My opinion:
I'm a capitalist..show me the money!
Footage from inside Giga Berlin open day.
Let's not forget Tesla is opening 2 of these at the same time very soon and looking for further locations next year.
Tesla has won the race
US, European, Japanese and Korean auto manufacturers need to step up to take there share of 2nd place in this "green tidal wave"
Or lose it to China.
https://youtu.be/MlxGAgEUJx4