Скачать или смотреть $TSLA Earnings Decode: Keys to $3k/share in plain sight

The stock tanked on amazing earnings, but the overlooked gems hold the actual keys to massive growth in coming years. I think we'll soon look back at these stock prices and consider them quaint.

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Timestamps:
00:00 Intro
01:10 Tons of cash
01:40 Is that a lot?
02:15 Huge profits
02:40 ZEV credits are nothing
03:07 Revenues & profit WAY up
03:57 Growth + Growth = Growth
04:22 Reasons for fatter margins
05:43 Debts almost gone
06:37 Legacy auto's huge debts
08:00 Solar, storage, service all up
09:17 Fremont can grow
09:39 China is huuuuge
10:17 Texas/Austin already producing
11:04 TAM is massive
11:54 60k FSD Beta users
13:57 Avg car is $36k to build
14:24 Energy/Storage growing quick
15:16 Warranties are expiring
15:53 Free sandbags!
16:25 Ample cash on hand
16:51 Only getting cheaper to build
17:45 Tesla semi
18:01 First net lifetime profit
18:37 Pretty, pretty charts
19:08 No new gigafactories is bad?
19:48 No CyberTruck news
20:06 No $25k car announcement
20:42 Wall Street missed FSD
20:56 Wall Street doesn't get the bot
21:22 Wall Street doesn't get MegaPacks
23:10 Q&A

Page 3 - $2.8B free cash flow - $11B/year. 30.6% automotive gross margin, 29.2% less ZEV. Only 4.5% of profit per car is ZEV.

Page 4 - Auto revenues WAY up - 71% YoY BEFORE hikes. Regulatory credits are down, and yet gross margin is still climbing.

Page 6 - Revenue increase is due to growth plus growth. Profitability
TOTAL DEBT fallen to $1.4B. Legacy car companies have massive, massive debt.

Page 8 - Solar deployed is UP, Storage is up, Stores and Service Center counts are up. Mobile service count is up. Number of Superchargers and individual stalls are up.

Page 9 - Fremont has room to increase. China doesn't say it, but maybe it does, but it's already at 70k run rate, which is 840k. Texas and Berin are both production READY. Market share in the US, Europe, and Asia are only at 1.5% to 2.2% of total addressable market.

Page 10 - FSD is amazing and on the verge of going nuts. 60k users in the Beta program. Cost per car is $36k and still falling thanks to megacasting, structural battery pack, and 4680 battery savings.

Page 11 - Energy can't keep up with demand with a new factory under construction. Service & other turning profitable, likely due to warranties expiring.

Page 12 - Not enough factories, supply chain softness, demand is high.
Tesla has enough cash to do everything they need. Software as a profit center is coming.

Page 25 - No word on semi, but it's coming.

Page 26 - It took 17 years to reach lifetime profitability.

Page 27 - These are the charts Wall Street should appreciate.