Tesla’s Golden Age has just begun

Let me explain…

Let us first remember that $TSLA surged 700% in 2020…so Tesla knows how to run

This year $TSLA is up 71%

This move up is different though…

And it’s just beginning

Everything is going right for Tesla

The shackles have been removed

Deregulation will boost Tesla to heights never seen before

And they’ll have the earnings to back up the stock price this time

Tesla has created the perfect storm

Autonomous driving is essentially solved with FSD V13…we are close, very close

Robotaxi could start to be deployed any month now — starting in California and Texas

Cybercab begins production in 2026 and will change transportation forever

Energy is booming and Shanghai Megafactory will begin Megapack production next quarter — doubling Tesla’s Megapack output once fully ramped 

This quarter Tesla will deliver over 500,000 robots on wheels, this is same amount they delivered for all of 2020

Cheaper vehicle models will be arriving first half of 2025, drastically increasing TAM

The progress on Optimus has been nothing short of remarkable and will begin limited production next year to work in Tesla factories — Optimus is ultimately endgame and will dwarf everything Tesla does in the long run 

COGS continue to decrease

Gross margins have bottomed

xAI and Tesla have a close relationship which will only evolve and benefit both companies down the road

Tesla’s Cortex Supercomputer Cluster in Austin Texas will help train and support FSD/Rohotaxi, Energy and Optimus

I’m missing a ton but I’m currently cooked so this will have to do…

I’ll end with saying I’ve never been more bullish on not only Tesla, but America and humanity 

This is the greatest time to be alive, Elon and Tesla are making history and accomplishing the impossible 

Remember, Tesla is an anomaly 

Their innovation is hard to fit into spreadsheets