Why $tsla will be $5T company by 2025. That’s about 10x of current valuation.
1. 2021 - 1M delivery; 2 new factories go live; FSD potential is understood by Wall Street. Tesla continues to push battery production for energy business. Semi & CT delivers.
(Contd)

2. 2022 - Year of cybertruck and robotaxi. Solar roof become cheaper with 1000s of installers and no brainer for new homes. Energy business sees a significant ramp. Musk drops several hints on the 25k autonomous car. Tesla already over 2T in valuation also announces 2 new GF.

3. 2023 - Launch of multiple 25k models for different region. Robotaxi business scaled at an unprecedented speed. Traditional OEMs go bankrupt. Energy business bring in more than 100B in revenue. Multiple OEMs producing Tesla tech vehicles that Tesla won’t produce.

2024 - Tesla reaches 5M+ deliveries with energy business revenue 50% of Auto including any OEM partnerships. 250~300B run rate. With continued high growth rate.
2025 - Tesla crosses 5T market cap at the beginning with rev Guidance provided on Q4 earnings call.

How I would trade: not an investment advice. Never selling a share to buy at lower prices. Buy 18 month out LEAPS on every irrational dip. Like - factory shut down, musk tweets something that market doesn’t like. Buy leaps to always convert them to stock at maturity.

Example of a 2023 leap I bought on Nov 11. Earning right to buy 100 shares in 2 years at 552.

Keep focus on the fundamentals and not news. Don’t give up on your day job, hobbies or family for too much emotional attachment to the stock movements. Follow @garyblack00 @TeslaPodcast @TroyTeslike @jpr007 for amazing commentary.