"I wouldn’t be shocked if Tesla even stops reporting car deliveries at some point this year."
bsky.app/profile/haza...
#LongThesis #ItsHappening
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Hashtag
#LongThesis
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It’s called an asset-light strategy.
Also, customer-light, product-light, revenue-light, …
Soon it will become one with the universe. A memecoin.
#LongThesis
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"Now trouble company" at about 250x run-rate earnings, with almost none of those earnings coming from the actual business. #LongThesis
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$GDMA #LongThesis
"If my grandma had wheels..."
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https://teslamotorsclub.com/tmc/posts/8689251/
$TSLA #LongThesis
"If the US and China announce a trade deal, we are back at 250 in a second."
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Re-upping the #LongThesis
$TSLA
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"According to fossil records, the earliest evidence of motility on earth traces back to bacterial flagella (spindle-like extensions used for locomotion) in the Precambrian era. The lines between mobile device and robot are starting to blur."
It's all computer. #LongThesis
bsky.app/profile/haza...
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Screenshot of a TMC forum post with the quoted text https://teslamotorsclub.com/tmc/posts/8649353/
$TSLA bull #LongThesis:
"There is a huge difference between swearing not to purchase a car you never would have been able to compared to [using a robotaxi]…
Imagine if you were paralyzed and Neuralink can help you regain mobility. Your answer is no thanks, no Nazi implants for me?"
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Hear me out.
$TSLA shuts down operations and becomes a memecoin.
#LONGTHESIS
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And only has a P/E of like 150x. #LongThesis
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Screenshot of a TMC forum post with the quoted text
$TSLA #LongThesis
"I say we make a run back up to $319 to punish the late bears before the next leg down."
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