Tesla At USD 300 - Buy The Dip or Bail The Ship?
πππCathie Wood says Buy. Wall Street says meh. And Elon? He is too busy launching political parties to notice the stock ticker.
The Bull Case (Cathie Wood's Gospel)
USD 2,600 Price Target - Cathie Wood still believes that Tesla's share price will increase 10 times by 2030, driven by Robotaxis, AI and humanoid robots.
Robotaxi Catalyst - Tesla's Autonomous fleet is expected to launch soon. Piper Sandler says Buy before the rollout.
Vertical Integration - Tesla's inhouse battery production and AI chips give it a wide moat.
The Bear Case (Reality Check)
Tesla's Softening Demand - Sales are down in Europe, Australia and China. Elon Musk's politics are not helping.
Valuation Stretch - Even after a 21% drop year todate, Tesla still trades at nosebleed P/E ratio of 163.91.
Cathie Wood Has Trimmed Tesla's shares - Yes she is bullish but she has also sold 50,000 shares recently. Portfolio rebalancing or quiet exit?
Verdict - At USD 300, Tesla is still a high voltage volatile stock. If you believe in Elon Musk's vision and can bear the volatility, it is a Buy. However if you are allergic to drama and drawdowns, perhaps it is a better idea to wait for a cleaner entry.
Elon Musk's America Party
Elon Musk has officially launched the America Party, due to his fallout with Donald Trump over the Big Beautiful Bill. His goal? "Give you back your freedom". His method? X polls and memes.
Positives
Disruptive Vision - Elon Musk wants to laser focus on swing districts to control Congress. It is a clever strategy in a gridlocked system.
Fiscal Focus - He is sounding the alarm on national debt and government waste.
Tech Driven Appeal - With over 200 million followers and a cult like fanbase, Elon Musk could mobilise younger, disillusioned voters.
Negatives
Structural Doom - The US electoral system is built to crush third parties.
Splitting the Votes - His party could take away votes from the Republicans, handing wins to the Democrats, ironically undermining his goals.
Personality Driven - Like Ross Perot, it risks fading without Elon Musk at the helm.
Elon Musk 's America Party is part political movement, part performance art. If Space X is his Mars rocket, America Party is his moonshot.
Concluding Thoughts
Tesla at USD 300? It depends on whether you believe in Robotaxis or political statements. As for Elon Musk's new party: He is not just disrupting EVs and rockets anymore. Now Elon Musk is trying to reboot democracy. Buckle up.
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- Frosty4everΒ·07-10TOPisn't it possible that votes can be taken from the democrats also? logically there should be disenchanted democrats as well.1Report
- village5576Β·07-09Your analysis is spot onLikeReport
- DIMCOΒ·07-09This is such a nuanced takeLikeReport
- zumaΒ·07-10thx1Report