Like a T-Rex?🦖

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It´s pumping for a while. The harvests just keep coming in terrible. Same for cocoa. Guess this might continue until some chinese biotech starup creates genetically modified coffee that can grow in different conditions. And if one does I want shares of that Flankenstein Corporation. Not saying this is climate change, but it ain´t aliens, b... ro.

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J POWELL that PP will b sucked for a 50bps cut. Let’s go to the moon 🚀

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I SPY with my little eye something beginning with the letter B

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TSLA does $100B / yr in revenue, $1.3 T market cap AAPL does $400 B / yr. $3.5 T market cap. TSLA also has a deep but fairly uncertain product bench. Their revenue is as a car & also a solar/power grid battery company. But at their core they are a technology company. There's some chance TSLA productize self-driving as a service for other car brands, autonomous taxi-network as a service, AI training and inference chips as a product, and/or humanoid robot - you can decide how you want to weight the likelihood of that chance, but some investors will give it high weight. It makes it hard to have too much conviction in a bear thesis.

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Ditch the coffee - ditch the energy drinks - sun your b hole instead for pure natural energy 🍑🌞

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You honestly waited to some pretty good buying points for those first dozen or so especially Google which we all know now I bought one f****** contract that's paid me $1,000 a day lately total long call b******* too. But those are nice numbers man That's what I'm trying to be at

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B.

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Which scenario seems most likely?? A. stonks only go up B. Stonks fall after rate cut, only to be bought into around month end. Rally through October. C. Stonks rally through September, fall during the first two weeks of October, rally through year end. D. The Atlas space thingy turns out to be aliens who destroy the earth around Halloween. Stonks continue to rally through year end.

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The biggest current driver to me is the recent pay package. It closely resembles the terms from the [2018 package](https://ir.tesla.com/press-release/tesla-announces-new-long-term-performance-award-elon-musk), that led to an increase in market cap from $50B to $650 B in only 2 years (vs the goal of 10) and fully vested by Dec 2022. It was valued at $2.8B in 2018, but $56B at vesting. Elon lost the entire $56B due to a Delaware judge’s decision, even after multiple shareholder votes to let him keep it. That’s why the board voted to give him $29B last month. That 2018 package was itself modeled after a 2012 package that saw a 17x increase in market cap within 5 years. He got 9 of 10 tranches within 5 years of that 10 year goal. The current proposal bases compensation around increasing market cap from $1.1T to $8.5T within 10 years. Like the 2 previous packages, TSLA would have to sustain both 60 day and 180 day averages for the grants to vest, and they’re in a series of successive tranches that start at $2T, then each 0.5 T to $6.5T, and a final two tranches to $8.5T. If you average his previous beats, this implies he thinks he can hit $8.5T within ~5 years. That’s 44% CAGR based on current 1.34T market cap. That’s the rate based on the beating schedule, but the market cap would be achieved some time before that. Within the 10 year goal is 20% CAGR. Within 3.5 years (closer to the market cap increase average he achieved for the first 2 packages) it’s 69% (lol). As to your other points. If there’s room for Uber and Lyft in the US alone, plus BoltCar, DiDi etc throughout the world, then there’s room for Tesla and Waymo. Plus Waymo hardware costs $200k, Tesla <$40k, so Tesla has the potential to replace more uses than Waymo. With the politicization of news and filter bubbles, it’s hard to know what the current sales are. I’m in the most liberal area of Canada, and I still see plenty of new Teslas, including many Cybertrucks. But he has guides for several potential worse quarters due to the loss of the tax credits.

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