Operation Uranus may have started as of yesterday…?

Operation Uranus may have started as of yesterday…?

We still need to check the CPI indicators, but I think the mood for Tesla has reversed since yesterday.

The main logic of TSLQ is
1️⃣ Elon Musk’s political move is losing its main customer base, Democrats.
2️⃣ Tesla stores and vehicles are being terrorized by activists in the U.S. and around the world, which will drive neutral customers away.
3️⃣ I’m working hard on Doge’s activities, but I’ll end up throwing up without taking any profit.
That’s it,

DDoS attacks brought down X servers and sent the stock down more than 15% in a day in a crazy sell-off, and it was on the verge of reaching their target price of $180 before long.

However, I think TSLQ’s logic was smashed all at once with (1) Sean Hannity’s mention of buying Model S Flood, (2) President Trump’s Sharout, and (3) Ron Baron’s mention of Robotaxi profitability.

First of all, since Sean Hannity’s comments on the air and President Trump’s tweet, Tesla car purchase certificates have been posted in Republicans, and the 1️⃣ logic has been broken. Of course, the TSLQ force can refute how many Republicans would buy, but I think that Fud, the decline in demand at Democrats, is just a narrative that is not supported by a specific number in the first place, and I think that when the narrative and the narrative collide, they break each other.

Next, President Trump’s tweets, Model S UltraRed purchase certification, and subsequent interviews broke the 2️⃣ logic, or terrorist risk logic against Tesla. By praising Elon Musk as a patriot and announcing that he would label the attack on Tesla as domestic terrorism, he cut off donations to those activities, and I think the attack on Tesla will be devastating as a result.

Going one step further, Tesla praised the excellence of its vehicles, alluding to the possibility of easing regulations on self-driving by mentioning cybercaps, and Elon Musk responded by saying he would double U.S. vehicle production.

At its peak, Ron Baron gave a basis for creating a model on Wall Street by suggesting a coefficient called Robotaxi’s rate of return per vehicle in an interview with CNBC. In fact, there were mixed opinions on how profitable Robotaxi would be, but by suggesting a clear standard ($50,000 per vehicle), I think it is possible to “according to Ron Baron’s model.”

I think the above model presentation is more important than the production-oriented ramp-up speed of the new Model Y, which made Wall Street computable the value of the Robotaxi when it was completed, and by making the sale of Tesla stock at this point convertible into a call option sale, it made it possible to calculate the premium of the current stock price according to their assumptions (after completion of the Robotaxi, when it was completed).

What I learned from working as Tesla’s technology analysis account for about a year was that more investors were focusing more on college admission after building a model than on technological superiority or moat. I think it’s a great boon. 🤣