Tesla Inc (TSLA)

[Tesla thru the roof]

If earnings suck? Why would earnings suck? They increased from 138K quarterly to 180K. That’s an additional 2 billion dollars in revenue growth in automotive sales alone. Also, you should look into Tesla’s deferred revenues and tax info. They are just waiting to pull the trigger on those, and with Joe taking over, I highly expect Tesla to realize them. The streets EPS is low, it will surely be a beat. Also look into the progress being made at Berlin(also Austin). First windows going in. I am nearly certain that in Q2 they will start pumping cars and batteries out of Berlin.

That is HUGE.

Look what Shanghai has done for the business and that ramp up is probably still under half way. Once Shanghai begins to produce over 100,000 cars per quarter (likely in Q2 2021) we will begin to get the bigger picture of what having 3-4 factories is going to do for the financials. Don’t forget, Shanghai will be pumping out 500,000+ annually, and I expect them to hit a run rate of 135K quarterly in Q4 2021. By that time, Giga Berlin & Giga Texas will be in the spot Shanghai is currently in.

Now picture Q4 of 2022: rough estimates
Fremont: 130K quarterly
Shanghai: 135K quarterly
Berlin: 100K(Still ramping) ?
Austin: 80K(still ramping) ?
445,000 Quarterly
Just shy of 2 Million annual rate and growing.
I think this is conservative.

Cannot wait for ER and Guidance to be set.