Tesla Inc (TSLA)

[fr8]

I think what all the big stock analysts are missing is what Elon has been screaming from the rooftops forever. Even today on Twitter:

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Elon Musk
@elonmusk
Replying to
@alex_avoigt
Manufacturing will be Tesla’s long-term competitive strength
1:06 PM · Oct 2, 2021·Twitter for iPhone
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The idea is that GM, F, VW, etc, etc have not fundamentally changed their manufacturing scene. TSLA has decided to "injection mold" most of the car. TSLA got the best metallurgist in the world and figured out how to injection mold the whole back (and front) section of the car. This eliminates 300 robots!

Assuming that it actually works in production environment, which we will know very soon, TSLA will be able to bang out cars at a faster rate and lower cost than anybody else. Meanwhile, on the AI front, going all vision allows TSLA cars to drive anywhere without the need for geofencing.

Neither of these items are reflected in current EPD and price targets.