Initialement posté sur X le lundi 9 décembre 2024, mais mettre sur le blog dans une optique de retrouver facilement dans 15 ans, ça a du bon !
https://x.com/mitchdeg/status/1865980199327985940
Monday morning wit and wisdom !
There are 2 kind of people really anxious about $TSLA strong rally :
1/ Short sellers as they have lost a fortune. Well, no mercy for them, I have little if no respect for those dumb mediocre guys.
2/ Tesla investors as they fear it will significantly increase their average stock price and lower their return.
Well, for those ones, I’d like to recommend to keep this perspective in mind :
Despite its very promising FSD v13.2 and Optimus new 22 DOF hand able to catch a tennis ball (though teleoperated), truth is that Tesla today is not even at the very beginning of its massive expansion.
Time needs to fly by, it’s only by the early 30s that it will be in a position to massively deploy Robotaxis - by the millions each year - and Optimus Humanoid Robots, by the dozens of millions each year.
Tesla entering the Robotaxi and the Humanoid Robot markets by 2025-2027 will exactly be like Apple entering the smartphone market in 2007 : a new era, but just the very beginning. Late 2007 Apple had a $175bn market cap, almost 50x what it was worth late 2000, but 17 years later late 2024 it’s now worth 20x more ($3.7tn)
$TSLA will surely enjoy a very nice 5 fold run by 2030 (my $2000 price target, very base case btw), but I’m convinced it will grow at very least 10x in the 30s.
So, you may buy and accumulate $TSLA at a $400-$1000 price in the coming 2 to 3 years, this will still remain a very tiny fraction of what it will be worth by 2040…
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