Tesla shares have surged and the companies value is over $1 trillion. I have a video where I discuss why there will be follow through. (not financial advice).
There is a strong chance of $450 in the next 90 days.
$1000 in the second half of 2025.
And a 10X to $3000 by 2027.
Elon Musk is got on a call with the President elect and Ukraine President Zelensky.
I have said since before Q3 earnings that 2025 will be a year where Tesla shows that megapack energy profits could triple.
The Shanghai megapack factory is twice as large as the California factory. The profits are already $800 million per quarter from California and there has not been a quarter where the California average runrate of 10 GWh per quarter plus 2 gigawatt hours of powerwalls from Nevada has been shown. The full California megapack profits will be about $1.2 billion per quarter. China megapacks fully ramped with factory completing next month will be $3 billion per quarter.
Tesla Energy business alone can double and triple each year into 2030. The Shanghai scale megapack factory only costs Tesla $1 billion in capex.
There can be a continued rally for stocks overall.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Im very u sure about tesla self driving taxis, i think governme ts will be ware of accepting them for various reasons. If you see what legislation is in place for driver assistance cars i dont see ro otaxis hovering the streets witouth a human bysitter in the next decade.
This is a clear heads up that the secular rise in TSLA price that has been anticipated for years based on FSD Robotaxi, Optimus, Energy and other background tech has a catalyst in Musk’s sudden influence over the incoming U.S. administration. I think you’re right that it’s time to be all in for people who have held back but have long accepted the main thesis.
Tesla has stiff competition with China especially in the third world, US Tariffs have no effect there. Tesla needs to be a true global player to get the top valuations. At home Trump is keeping his oil baron friends happy by delaying the green energy transition and electricity infrastructure upgrades needed to support a full electric car fleet.
Not from the POV that is bullish on Tesla’s tech. China is an asset and the other major proving ground for regulatory approval and rapid scaling of FSD Robotaxi. Tesla FSD has no real competition in China or anywhere else. What is anticipated is that Chinese competitiveness in EV manufacturing will lead to Chinese OEMs quickly licensing Tesla FSD Robotaxi tech – because it will give a killer sales edge to companies that license it. Chinese adoption will generate the flood of training data that Tesla is now ready to use to achieve complete dominance and scale.
At home, Trump will probably do as you say which may not be good environmental policy but is a positive for Tesla. Musk has long said that subsidies help Tesla competitors much more than Tesla. Tesla will also scale into building the electricity infrastructure upgrades either way. Mostly it will benefit from an administration that keeps Federal agencies from interfering too much in the proving and scaling of Robotaxi FSD. THAT is the source of Tesla profits and TSLA price rises, not manufacturing and selling EVs per se.
FSD may have no real competition but it doesn’t really have a market yet either. There is a long trailing tail to the distribution of issues that need to be dealt with, so full safe driving is not a danger to pedestrians or other road users. Confidence comes from knowing those remaining issues and seeing a roadmap to resolve them. This is not being communicated at the moment. This is why I think it is going to take longer for full acceptance, even if it is first used in a country which is not so litigious and where life is not thought to be so valuable.
What happens when Trump imposes 100% tariffs on everything form China? That will cause a massive slowdown in exports and China’s export driven economy. Will Musk’s megapacks sell in China then? Will China expect/demand that Musk “so something” about his mercurial president then?
True, only Tesla can make a profit without government EV subsidies, but can enough people still afford Teslas without them or will Musk have to cut prices/margins even further? Will consumers have enough money to spend when tariffs jack up all imports?
A lot can go wrong and PE evaluations are very high. Warren Buffet is sitting on $36b in cash with nothing he wants to buy here.
Well, Tesla’s megapack factory in China is expected to start delivering in Q1 2025, so I don’t see this as an potential issue.
I hope so. Elon is a treasure. Him buying Twitter, and revealing the inherent corruption of the powers that be, will go down as one of the greatest moments in free speech advocacy.
Well done! Looks like you’re part of that big ol’ majority of uneducated Trump voters.