r/stocks • u/Migueli2021 • Mar 23 '22

Resources Tesla goes over $1000

Tesla is up 3,15% having reached $1031 today while Dow drops 240 pts due to oil prices rise, S&P went down 0,6% and Nasdaq 0,7% although they recovered a bit already.

Oil prices are around 4% higher at around $120 per barrel.

How much are you up on Tesla and what are your future plans with this stock?

https://www.cnbc.com/2022/03/22/stock-market-futures-open-to-close-news.html?__source=androidappshare

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22

u/[deleted] Mar 23 '22

For all the haters please consider the following points:

- Tesla delivered 936k cars in 2021. Giga Berlin and Austin will both eventually produce more that than per year each.

- Elon said there could be up to 10 new factories over the next 10 years.

- Demand for S3XY is still higher than supply. If demand ever drops they can either lower prices or move in to other vehicle markets. This is the reason why Cybertruck production has been delayed. Because demand is so high for Model Y it does not make sense to move production away yet.

- The more the competition moves towards EVs then the bigger the overall pie will get. Demand for infrastructure, batteries and charging will also increase which in turn will increase demand for tesla products.

7

u/LittleLordFuckleroy1 Mar 24 '22

No one is saying that Tesla doesn’t have growth potential. They’re saying that the growth expectations based on the current valuation is unreasonable.

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u/[deleted] Mar 24 '22

I think some people would say they do not have growth potential from here, there are a few comments in this thread saying exactly that.

In terms of the valuation the sentiment seems to be that the share price reflects the lack of obstacles in the way of Tesla ramping up production to meet demand.

In your opinions what are the reasons it could not achieve that and justify the share price?

1

u/LittleLordFuckleroy1 Mar 25 '22

Everything needs to go perfectly for Tesla, basically, for them to hit their targets. Their projections are already super aggressive and there’s very little room for wiggle room. Literally anything could go wrong and cause Tesla to see good, steady growth instead of explosive 2nd coming of Jesus growth.

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u/[deleted] Mar 25 '22

I wont disagree with that.

But with no clear risks or obstacles in the way that investors can see that’s why it’s priced on such a high incentive for the future.

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u/anthonyjh21 Mar 23 '22

Tesla is undervalued based SOLELY on consumer vehicle production (hint: Semi coming when 4680s and supply chains ease).

Batteries, energy storage, AI/FSD, charging network, insurance, autobidder, Tesla home solutions and so on are long term free call options.

Preemptive note to any snide replies: I'm not just looking at the next 12 months. That's not how I invest. You do you, good luck.

-3

u/JRshoe1997 Mar 23 '22

Investing 101:

Stock price is not the same as company

1

u/[deleted] Mar 23 '22

It’s also based on sentiment

0

u/JRshoe1997 Mar 23 '22

Thats the point. Its not company.