Emmanuel Merali

$TSLA down today, not a surprise. P/E will make circles around 75, going down to 65 up to 85 for a while - probably until the end of the year. Could get to $300+ after CT starts being delivered in Q3. 75 P/E is fair for @Tesla this year. 2023 is a particularly hard year economically speaking (macro, interest rates, inflation and maybe a second wave next year). My PT for 23Q4 is $330. 2024, Tesla will have to prove that they can achieve their 40-50% volume increase per year and still sell every single vehicle they make. Model 3 Highland and CT may help, through indirect advertisement (word of mouth, wow factor...). If they do, average P/E for Tesla will probably go up to 80, especially if most macro headwinds start fading away. My PT for 24Q4 is $490. 2025 is the year when $TSLA explodes. With CT ramped up and Model 2 ramping, Tesla will most probably beat 50% increase volume and delivery. By then, Model 2 will see the most demand any car has ever seen and FSD 12+ could already be approved (or being evaluated for approval) in several US counties of even states. Average P/E of 85 to 90 is reasonable. My 25Q4 PT is $850. Then we get to 2026... That's when it gets crazy. Tesla beat their own estimated 50% production YoY increase and Model 2 is on the way to be the best selling vehicle in history. Not yet, ramping is still in progress, but they can't seem to make enough of them. 2 or more automakers announce that they will license FSD and purchase FSD hardware from Tesla. xAI work with Tesla on Optimus, of which 12s already work in Giga factories. Wall Street wake up to the fact that software and energy become a major source of income with massive margins for Tesla. They recognize that Tesla will keep their lead on the rest of the industry for the next 10 years or more. P/E goes to the roof, 150 to 180 is almost certain, 200+ possible. My PT for 26Q4 is $2550. If that happens, Tesla will be worth $8T. Am I being too optimistic? @CuriousPejjy @stevenmarkryan @farzyness

@DillonLoomis 🎯

I hope everyone uses this season of $TSLA price action to stop following people that constantly say Tesla going up and that try to frame every news item as the catalyst that's going to move the needle. Be careful who you listen to, as many are not living in reality and having the wrong expectations often leads to disillusionment

“due to market and macroenvironment conditions”? Pejjy, I’ve always liked your energy and positivity. Now, it’s just propaganda. The stock is down, rightly so, because results are shit, revenue is down and the P/E is an insult at this point. When promises are met, we can talk again. I once said on your Saturday evening stream that Elon strategy was hurting Tesla and ultimately us. It was more than 4 months ago.

Just 4 months ago everyone who invested in $TSLA were extremely optimistic as the stock hit an all-time high and it seemed everything was perfect DESPITE weaker revenue and earnings than the year before. 4 months later (today), everyone is pessimistic, negative and angry because the stock keeps slipping due to market and macroenvironment conditions. Investors are angry at Elon for not fulfilling his promises which are in progress. Many Tesla investors are on the verge on throwing in the towel. All this change in emotion took only 4 months. We don't know what will happen in the next 4 months but boy I wouldn't be surprised if it's sunshines and rainbows again. Anything could happen in next 4 months. Robotaxi expansion could expand unexpectedly fast. FSD could be approved in China & Europe. Cybercab could be popping out left, right and center. That's $TSLA. Once it hits, it hits and it all happens when you least expect it and since I've been holding since 2020, this is expected with a company like Tesla. I'm keeping my PT of $700 for end of this year.

@Zimmlaw175 And people who hate Israel have started hating the US.

Unlike our so-called allies in Europe, Canada, Australia and New Zealand, Israel is a steadfast, determined and firm ally that fights shoulder-to-shoulder alongside the United States. Only people who in their hearts hate the United States, hate Israel.

@farzyness Cooling is not free, do the research. “Once” has been delayed. Again. A lot of misinformation and magic powder have been sent around SpaceX and Tesla lately.

SpaceX caught a 230-foot booster mid-air. But the actual point is that launch costs are about to hit $10 a kilo. Once that happens, you can build factories in orbit, run compute where cooling is free, and send robots to do work that would wreck a human body. The space economy isn't some far-off thing. It's already being built. *** thanks to @DavidCarbutt_ and team for the edit.

Not worth $99 a month, or more if Tesla fanboys get their way. None of the people you know can return this cost in the 30 minutes they sit in the car. The most they will do - as most normal people will - is sit there and TikTok their time off. No one will earn money from their car. The ones who do have a driver!

I know plenty of people with 30+ minute commutes one way to work. That's 20 hours/month that Tesla is about to give back to these people when Unsupervised is available on customer cars. Nearly 3 full days of work/month And yet Elon and Tesla are the bad guys Lol. Ok guy $TSLA

@CuriousPejjy Lately, everyday is April’s fools…

Damn, we got April fooled 👀 But I'm optimistic it'll get released sometime this week, latest next week. $TSLA

To answer my own question: none. Model 2 would have been hugely successful and profitable. It would have helped financing R&D for FSD and TerraFab and brought huge amount of video data, including many edge cases not seen yet. It makes no sense. Elon fucked up and the board are to blame, as well as the Tesla “bulls” who suckle on Elon’s fantasies like babies on a tit. Yes, it’s tiring and frustrating.

@CuriousPejjy It wouldn’t matter how late he delivers if he hadn’t killed the profitable side of the business. It would be like cancelling Falcon 9 flights because we’re waiting for Starship. It wouldn’t make sense, right? How did cancelling Model 2, X and S make any sense??

Elon's promises may be late but he damn sure does delivers it. Stay patient. It'll be more than worth it. $TSLA

@Fabian10O @Fred_Thibaudat @DillonLoomis “What would have happened without religion?” Women with dicks?

@Fred_Thibaudat @DillonLoomis If there was no religion, atheism would be at 100%? What percentage of peace was religion the engine for? What would have happened without religion?

Jesus answered, “I am the way and the truth and the life. No one comes to the Father except through me.” Salvation is found in no one else, for there is no other name under heaven given to mankind by which we must be saved. John 14:6, Acts 4:12 The Bible argues we all need Jesus ✝️

Goosebumps - a U.S. pilot shot down over Iran was successfully rescued last night in a high-risk operation. After ejecting into hostile territory, the airman was located and extracted as conditions tightened on the ground. Reports indicate that two units from the IDF played a critical role in supporting the rescue effort, contributing to the successful recovery. The pilot is now thankfully safe! Via: Stop Antisemitism

@ICannot_Enough @elonmusk $2000 only in 2034? 🤮 Elon really fucked us all up didn’t he?

Related: how the 12 tranches of @elonmusk's 2025 CEO Performance Award align. 👀 (less than 9 years left to achieve)

For those requesting a Stephenson Indicator™️ $TSLA update: 🤔

@teslaownersSV Don’t hold your breath, it’s been delayed. Again. Like Robotaxi and starship. Because like Robotaxi and starship, it is too ambitious for existing technology and will need years before it works. It wasn’t worth sacrificing the car business and cancelling Models 2, S and X

Optimus will blow your mind. AI powered steps toward a future where robots transform work and exploration.

@TRobinsonNewEra France deserves it.

France having exactly the same issues.

@teslaownersSV There was a time when only 1 car manufacturer had ABS on their luxury models. Now it’s everywhere. Without a monthly subscription.

"Tesla is far ahead in self-driving cars, but every single car someday will have to have autonomous capability." — Jensen Huang (CEO, NVIDIA)

@CuriousPejjy He’s probably exaggerating/over promising/guessing. Don’t believe what Elon says, believe what Tesla deliver - or don’t deliver. The bottom line is, pun intended, crashing.

Elon Musk FINALLY Drops BIG FSD News To $TSLA Investors youtu.be/0dGfeRj_reU

@TRobinsonNewEra God sent Muslims to France to punish them for what they did to the Jews.

Welcome to "Modern France". Elderly Frenchman is confronted by a Muslim telling him to get in his home when eating because it's Ramadan.

@sabra_the France deserves every bit of bad that comes its way.

Kurdish immigrant riots today in France.

@farzyness I wish Tesla could be spun into its own independent company, to become successful and profitable again. Meanwhile, Elon can take his 20+ years vision to build a new startup somewhere else, call it X-something and experiment without hurting the shareholders. We deserved better.

Master Plan: What Elon Musk Is Really Building Prologue: Elon Time Chapter 1: One Organism Chapter 2: Just Mass and Energy Chapter 3: The Fleet Nobody Sees Chapter 4: The Optimus Era Chapter 5: The Inference Chain Chapter 6: The Digital Worker Chapter 7: The Foundation Chapter 8: The Vessel Chapter 9: From Orbit to Driveway Chapter 10: The New Reserve Currency Chapter 11: The World Built on Top Chapter 12: What You Do Today Epilogue: Survival of Consciousness

@GadSaad Tacit admission that “Palestinian” equals terrorist, give the wording of the bill. Even they know.

She oozes unlimited kindness, empathy, and compassion. She is a good person. Her Mirror of Moral Preening told her this early today when she admired her reflection.

@SawyerMerritt @SpaceX But, no explosions. I’d say it’s a step up.

NASA’s Artemis II livestream really makes you appreciate @SpaceX’s launch broadcasts. Bad camera tracking, no onboard cameras, countdown timer disappeared, NASA even showed people in the crowd instead of stage separation lol. The screen also blacked out twice during the first 10 seconds of the launch.