Meet Kevin on TSLA

“In the longer term, I think buying the volatility on the combination is a good move, not personalized advice.”

“Elon is likely to merge these companies and pay a premium for Tesla shares”

“In the longer term, I think buying the volatility on the combination is a good move, not personalized advice.”

“Elon is likely to merge these companies and pay a premium for Tesla shares”

“You know, my opinion is if you want more SpaceX exposure, you buy Tesla.”

“But, I am one of the reasons over the last 6 months we've gotten so bullish on whether it's buy the dip at 700 on the Qs or it getting excited about whether it's AMD or Nvidia or SpaceX even or Tesla even, right? These are all things we've been getting excited about and buying, mind you.”

“You know, my opinion is if you want more SpaceX exposure, you buy Tesla.”

“And you know, if you could get dip opportunities between now and then on Tesla, they'll probably get pretty uh well rewarded.”

“If we don't get a deal with Iran, Tesla and SpaceX could both both fall substantially in valuation and there could be doubts over the deal.”

“Owning Tesla gets you a premium on a premium if this merger goes through in 27 and 28.”

“If we don't get a deal with Iran, Tesla and SpaceX could both both fall substantially in valuation and there could be doubts over the deal.”

“I think that uh you're probably going to see at least a 30% premium over Tesla shares wherever it sits for this acquisition to occur.”

“It's probably not going to go there anytime soon because SpaceX is about to acquire it likely for a premium.”

“Even if I drop this margin to 20%, so we go down 20 over here, we just leave everything else the same, still get to about $740 as a price target at a $375 purchase price per share. Still gives you a 17% rate of return.”

“But if we get to about 25% operating income from those vehicle sales at 5 million, the numbers start getting a little loony in a good way. It could get you to a future value about $854, which is pretty incredible.”

“Right now, it's got like a put option built into it because SpaceX is going to buy it for a premium, baby. Probably, at least. We don't know, it's not a guarantee.”

“Even if I drop this margin to 20%, so we go down to 20 over here, we just leave everything else the same, still get to about $740 as a price target. And at $375 purchase price per share, still gives you a 17% rate of return.”

“But, if we get to about 25% operating income from those vehicle sales at 5 million, the numbers start getting a little loony, in a good way. It could get you to a future value about $854, which is pretty incredible.”

“And so that's why I want to know as these cyber cabs are getting validated in Florida or Seattle or Houston, how long from start of validation to completion? I like getting to completion. And the faster we get to completion, the better it is for Tesla stock.”

“If that's true, and we end up getting a uh what's it called? we end up getting a deal with Iran, then Tesla's going to skyrocket on that.”

“I think the next stop really for Tesla on an Iran deal is getting to 414.”

“if you could get to $824 per share by the end of 2030, this actually provides you a rate of return of about 20%.”

“I think Democrat victories, whether it's in midterms or it's in the election of 2028, are going to lead to a resumption of federal EV tax credits for semi-trucks.”

“What I've thrown in here was about $1.5 billion of operating income for the semi-truck by the end of 2030.”

“I think Democrat victories, whether it's in midterms or it's in the election of 2028, are going to lead to a resumption of federal EV tax credits for semi-trucks.”

“At 30% and 50k a year by 2030 might I think is relatively reasonable actually if they pull it off especially with these credits that adds about $37 to the stock.”

“I don't think is priced into the stock at this moment.”

“The bull case for Tesla is getting to $775 per share and beyond as soon as possible.”

“We got a we had a price target for two weeks on this and uh at this trajectory, we might end up exceeding it.”

“I think that vision is probably 15 years out. I actually in the long term agree with Elon here.”

“But overall, you know, when you put all of that together, that's a lot of Elon, Tesla, and SpaceX related news that sounds overall decently bullish.”

“So all of that obviously pretty exciting news for Tesla and then we move on to what's going on with this turbine news with Elon Musk.”

“Vehicle deliveries are going down. The Optimus robots are taking longer than expected. FSD as robo taxis isn't really going anywhere and FSD subscriptions are slow and energy is slow because rates are high.”

“I can't in good conscience encourage anybody hold Tesla stock right now because I think Elon is intentionally sandbagging the stock.”

“I think the acquisition target is going to be like $100 a share for Tesla.”

“I suggested that Tesla is probably going to roundtrip this Venezuela pump that it had yesterday and go right back down to 433.”

“if I wanted more exposure to Tesla, I would certainly wait for a dip to buy more than sort of hop on the bandwagon”

“I think we might have a miss on those earnings.”

“Tesla as a manufacturer actually has 75.4% downside and 60% downside if you value them as a service provider rather than a manufacturer.”

“Since Q2 deliveries were 443,000 units, uh achieving that number would look like a strong result, but at this point it doesn't look possible.”