Leo L
425 posts
@antibearthesis @BacharNaamani Yes strong buy. Value Tesla with boring P/E is stupid. It’s a HUGE startup. It’s real value can only be properly modeled in hindsight.
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@niccruzpatane Projected bull
case by GPT by 2026 year end: 25B – 35B miles
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Cumulative Tesla FSD miles since 2020:
• 2020: ~5 million miles
• 2021: ~11 million miles
• 2022: ~91 million miles
• 2023: ~761 million miles
• 2024: ~3 billion miles
• 2025: ~7.2 billion miles
• 2026 (May 3rd): 10 billion miles
Nic Cruz Patane@niccruzpatane
Tesla just crossed 10 billion cumulative miles driven on FSD. Nobody can compete with this type of scale. No one.
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@mikepat711 if we shrink active window from 30d to 7d, numbers go way less. Austin has 9 active unsupervised in past 7 days, while 21 in past 30 days. While everyone is cheering the quick increase in total, there seems possibility early active vehicles are deactivated for whatever reason.
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I haven’t been paying close attention to this because the numbers are so low that who cares? But I’m actually impressed by how fast they got to 20 in Austin. If they keep compounding it’ll get wild af super fast.
I’m ready
Sawyer Merritt@SawyerMerritt
It's confirmed, the third one is Unsupervised. That brings Tesla's total Unsupervised Model Y robotaxi fleet to 29 (from 26). • Austin: 20 • Houston: 5 • Dallas: 4 (via @RtaxiTracker)
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一周大财报过后，Mag 7的远期市盈率摆在这里。
META 19倍
MSFT 22倍
NVDA 21倍
AMZN 33倍
GOOGL 31倍
AAPL 31倍
TSLA 194倍。
前三个，我认为是这份名单里估值最合理的。科技巨头里，能用不到22倍的远期市盈率买到META、微软和英伟达，放在任何一个正常的市场环境下，都不算贵。
AMZN和GOOGL的30倍出头尚在可接受范围，毕竟云业务和AI变现逻辑还在兑现中。
这七家公司，你在当前估值下，会买哪个？
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.@Tesla_AI FSD is set to cross 10 billion miles on May 4th.
Tesla Yoda@teslayoda
Tesla's self-driving AI model, FSD, has driven 9.9 billion miles. Probably nothing.
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@ThePupOfWallSt the major difference is last April SPX was at a huge dip below 5000, now SPX is at all time high 7230. I am a Tesla bull but just can’t imagine where it would go if SPX pull back by 10%+ in near future
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$TSLA weekly is sitting right at the decision point.
Pulled back clean into the 0.5 Fib near $356, found buyers, and now trying to reclaim the 0.382 near $399 while pressing into the 10/21 cloud.
MACD is starting to curl similar to last April and the 3 weeks inside the yellow boxes looks VERY similar. The first kicked off a big more, this recent one...
Over $418, this opens up $437 then $464.
Lose $356, and it likely rolls lower.
Pay attention to the next move
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After the 6/7 Mag had their earnings. I can confirm:
$AAPL is a $275 stock trading at $269
$AMZN is $350 stock trading at $264
$GOOGL is a $550 stock trading at $385
$META is a $900 stock trading at $612
$MSFT is a $550 stocking trading at $411
$TSLA is a $275 stock trading at $380
Ya’ll agree?
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@GrindeOptions I’m wondering, is the approach of tracking # of Robotaxi reliable? What if one car with previously seen license plate goes offline for whatever reason, will the chart properly track the removal?
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ANOTHA ONE FOLKS!
The $TSLA Robotaxi fleet added one more full unsupervised vehicle to its Austin Texas fleet.
The total is now 26.
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@EvasTeslaSPlaid Elon’s timeline is like shit. Firstly by end of 2025, then end of April 2026, and then? I am so tired of him giving bullshit timeline then delay again and again.
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@farzyness That’s enough. These are just test vehicles. Production version certainly will be steering wheel - less
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@BoBbyPleWniaK Someone give Elon a hug and cheer him up. It costs billions when he's in a mood
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Apparently there is money to pump some of the largest companies in the world to new ATHs and $TSLA is not catching any piece of the action.
Don’t tell me money is sitting on the sidelines. It’s just not coming to Elon. I wonder why
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@Bitbug15 @BoBbyPleWniaK Same here. I am so tired of his bullshit promises and forever delays.
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@BoBbyPleWniaK Why would Elon care about shareholders !. people like me who are all in Tesla believing ( dumbly ) in what he has said in the past are suffering . I could have retired twice if I didn’t take that money in had in. Nvda and MU and put in Tesla 5 years back . Shame on me .
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@BoBbyPleWniaK Elon wants to keep TSLA on floor before merger with SpaceX. It was so obvious from his shit show during earnings
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$TSLA - TESLA FILES MUSK 2018 STOCK — SALES COULD FOLLOW
Tesla registered ~304M shares tied to Elon Musk’s 2018 pay package, allowing them to trade once exercised. It doesn’t mean an immediate sale, but Musk is likely to sell some for taxes when options are used before they expire in 2028.
The award survived years of legal battles and is now valued against Tesla’s ~$1.7T market cap (vs ~$70B at grant). Investors expect potential selling pressure, adding volatility to the stock, which is down 16% year-to-date.
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