Tesla Deliveries Aside - What I Am Most Excited In The Near Term
Tesla released the 2nd quarter numbers for their deliveries.
In this video I discuss the aspect of Tesla that I am most excited about. The number of cars delivered didnt concern me. What I like was 9.4 GW of energy delivered. This is something that I talked about for a couple years and it is starting to materialize.
There was more than 100% growth Q-o-Q along with a near 200% YoY. Over the next couple years, I figure the growth will be huge in this sector of the business something evidence by the enormous TAM.
▶️ 3Speak
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Couldn't help taking a sizeable short .
But I get the energy / AI aspect.
Competition and new tech will come me thinks. And I hope Elon don't get burnt by those unstoppable batteries.
Trust you got a happy bag though 🎒
I am a long term holder...hell I have my bag in retirement accounts.
A short might have been a good time considering the huge run over the past couple days. I hold based upon the company, not the market.
Market activity is market activity meant to be played.
You might end up profiting nicely.
Glad to see Tesla finally Achieving their long term goal. This means a cars movement can also be made with the energy from the sun
Well I am not sure they are achieving yet. It is more that, especially with energy, they are entering a major growth stage which is important for the overall direction of the company.
Ohhh there are still in the developing process ohh well with great trial comes greater success
That is true.
This is the beauty of what Tesla is doing. They are entering into other critical industries and are getting results. Their energy sector is only going to get better, and with the need for energy increasing, they are already positioned well for it.
Ultimately it is the robots that most interest me. The TAM there is enormous. That will take a while to get rolling.