Tesla Car Delivery History In January 2022 1. What You Feel When You See Tesla Delivery Surprises In The Past

Tesla Car Delivery History In January 2022 1. What You Feel When You See Tesla Delivery Surprises In The Past

4Q deliveries Wall Street Consen 266K / Announcement 308.6K (+16% bit)
Wall Street analysts continue to be erratic, and it is expected that it will continue to be so for the time being. If you continue to use the standards of traditional industries in the past, there is no way a proper diagnosis will be made. Wall Street’s consensus is that 23-year GPM increases by only 1.7% compared to 21. An interesting phenomenon.

However, as a shareholder, I don’t think it’s a bad phenomenon. This is because, as a result, we still occasionally give additional buying opportunities, and we will continue to record performance surprises for the time being.

2. What I felt while looking at the stock price today

How should we interpret the stock price of a company with a market capitalization of over 1,000 trillion won going up 14% per day the next day, simply because deliveries were 16% beat against Consen?

Those who claim that Tesla is a bubble argue that Tesla has only brought all kinds of best-case scenarios into the future, but I think Tesla’s stock price now is still moving around performance in manufacturing, which is stamped in numbers now and in the near future.
In other words, it can be interpreted as meaning that the value of various future ports, especially FSD, has not yet been reflected in the market capitalization.

As a shareholder, I don’t think this is bad either. Personally, I am most excited and curious about how the market’s evaluation will change when the software 2.0 system and real FSD with DOJ are released.

3. 2022 prospects for fun

I think 2022 will be a special year for Tesla. With the Giga Berlin and Texas Open, a huge jump-up of the production capa is scheduled. If the two new factories open on time, it seems possible to deliver twice as much as 21 years ago. I don’t think 200 million units are empty and impossible.
In addition, it is expected how much further the accident rate will fall due to the introduction of improved FSD, and as a result, the unit of corporate value may change.

Elon wants to recreate the frenzy of the 1920s 100 years ago. After the Spanish flu, it seems to be a comparison to Henryford’s tremendous revival by creating new industries and new markets through manufacturing innovation by introducing conveyor belts.
Then and now feel so much like parallel theory.

• It’s not a buy or sell recommendation.
  Tesla bubbleists, please don’t change your mind yet. We still have a long way to go..