What Many Tesla Investors Are Illusioning
= What Tesla Thinks Of A Stable Blue Stock

It’s a complete misconception.
Tesla is a ‘startup company.’ You have to invest with the idea of a start-up company.

Of course, Tesla’s market cap is high right now.
Currently, it is in the top 10 to 13 ranks among global listed companies.
*Once, I was in the top five

But stock volatility is like a small-cap stock.
*5% a day, or 10% a day, is very common

h What creates the volatility of Tesla’s stock price is,

• What Elon Musk Has to Say
• a high percentage of individual investors
• a high percentage of short sellers
• Fake horror news from the media
• Lobbying by companies that are being destroyed by Tesla’s innovation.

Volatility is also volatility, but it’s clear why the stock has been going sideways for nearly four years.

You can look at what Tesla makes money from now.

• Automobile (Electric Vehicle) * 78% of Sales
• EV charging (supercharger + wall connector) * 10% of sales
• BATTERY (Electric Vehicle Parts + Energy Parts)
• ENERGY STORAGE (MEGA PAC) * 12% OF SALES
• Solar Power System (Solar Loop + Power Wall)
• L2 Self-Driving (FSD Supervised)

h Then, what is the Tesla forecast that the market evaluates?

• Car deliveries this year will be lower or similar compared to the previous year.
• Automotive margins, which account for the bulk of profits, have bottomed out, but exponential gains will be difficult for the time being due to high interest rates, chicken games and changes in each country’s policies.
• Although Cybertruck came out for new cars, they are still in the red, and it is not expected to turn into a surplus until the end of the year.
  *It’s very fast to see EV startups such as Lucid and Rivian still doing business with big deficits
• We developed a battery called 4680, but it has not contributed much to sales.
• The energy business has been on a steep rise recently, but it feels like it’s been shelved in the stock price.

Looking at the above evaluations and forecasts, it is difficult to find a reason for the stock price to rise significantly this year and next year.

Ok, then.
I think Tesla is a ‘startup company’.
To be precise, it’s ‘AI + Robotics Startup’.

h What is Tesla preparing now?

• We are steadily increasing FSD performance to complete autonomous driving.
• We’ve launched an FSD subscription system, and we’re looking to make new subscription-based business money in the future.
• We are developing cars that require no human driving, or that are driverless and self-driving. (Robo Taxi)
• And we are preparing a driverless taxi service with that vehicle. (Shared economy like Uber + Airbnb)
• The energy business is growing +100% in the quarter and +300% annually.
• Tesla also develops Optimus, a humanoid robot.
• It has the best technology and manpower in the industry, and there are factories that can be mass produced.
• We aim to put it into the Tesla factory this year and sell it next year.
• It will install/operate more than 90,000 Nvidia H100 GPUs by the end of the year, and is developing its own artificial intelligence supercomputer DOJO.
• And that doesn’t mean you’re not making cars, but next year, you’ll have a robotaxi Cybercab and a low-cost compact car
• President The popular car Model Y around the world will also be completely changed.
• Cybertruck will also sell public burps, not foundations,
• The best electric sports car will be released as the next generation roadster.
• Superchargers are also continuously increasing, opening up to other brands, which is not significant, but it is not without revenue growth.

There are so many things Tesla is preparing.
I just feel comfortable thinking that I’m investing in an “artificial intelligence start-up company.”
It takes at least one to three years and up to four to six years to make money from the business.

No one comes out with a lot of money as soon as they bet on a start-up.
Start-up investments usually take years.

What’s really important is whether this company can collect all the quantities I want before hitting the so-called jackpot with artificial intelligence services.

Elon also talked about it during the earnings call for the second quarter.
“If you don’t think Tesla will complete autonomous driving, sell Tesla stock.”

There is an answer to his words.
Of course, it may take a little longer.

But he’s sure to make it.

If you invest in Tesla, an artificial intelligence startup company, let’s go together.
I think it’s a blue-chip stock and I don’t think it’s too late for those who invest to come in when they start the autonomous driving service.