Tesla 2020

I am not sure they will produce 14 M cars, I just stopped doing the math when the 10% of current world market is reached.

While price wise I can see how others call the cars luxury, from a comfort level they are quite different, I would say they add value to mid market cars, function at a performance car level.

Even if their limit were to be 3M, if valued in the market as a growth tech company the potential market cap is good.

Whatever Elon Musk says in terms of production numbers, he does. There is a video where he forecasted to the 100s how many cars they would produce 5 years hence. When he was still driving a gas guzzler. He hit that number on the nose. After that, I never doubted him.

That Indian buffett guy said something similar: if you have someone who 9/10 can hit a hole in one, he's not lucky.
 
Whatever Elon Musk says in terms of production numbers, he does. There is a video where he forecasted to the 100s how many cars they would produce 5 years hence. When he was still driving a gas guzzler. He hit that number on the nose. After that, I never doubted him.

That Indian buffett guy said something similar: if you have someone who 9/10 can hit a hole in one, he's not lucky.

Yeah, I remember them gaming the VIN number on unfinished chassis to claim those production numbers too. It's not like there's motivation driving market price behind those forecasts or anything.
 


In other news, Blue Horseshoe likes June $700 calls.




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