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It’s interesting all the talk about the earnings call for $TSLA
In my list of catalysts the deliveries are not included, however I think they are extremely important for momentum and Wall streets confidence in Tesla. Model Y Compact will open TAM, Will at a minimum double demand maybe 3x to 4x. Ending $7,500 credit creates a massive moat for Tesla, it’s super bullish as every other EV in US is now retreating. And dumb hybrids may finally be bonked.
Earnings matters.
Catalysts that will step change $TSLA
1. Model Y Compact ~ $30k
2. V14 released wide
3. Supervisors removed
4. Ramp Robotaxi
5. Cybercab released into the wild
6. Unsupervised FSD released to drivers
7. Optimus v3 update with launch dates
8. First Optimus sales
9. Model Q deliveries
All the above get us to $2,000 a share. Each is worth $150 a share within 3-6 months.

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