Tesla, just had one of the craziest single day runs: we've ever seen it pull off 14 for this company in a single day. Who could have seen this coming? Oh, who tom maybe some guy, who posted the video five days ago, saying ellen just sent tesla's stock to the moon. Now jokes aside and that's not a joke. Actually, i did put out that video tesla just had an incredible run coming off of insane delivery numbers.

They broke their own records, they shattered expectations. They went from 500 000 vehicles last year to 936 000 in a single year. In a covered year, supply chain shortages, no chips, everybody's struggling and yet they've almost doubled production and deliveries. Nobody knows how these guys do it, but they get done now, despite everything i just told you, tesla is still grossly misunderstood and grossly undervalued by mainstream media wall street and a lot of retail investors, because i think tesla is about to have a breakout year in 2022 - and i think a lot of people again will miss it and i'm not talking about gordon johnson, i'm assuming this guy will be serving fries and burgers by the end of this year, at a mcdonald's 93 price target, my guy really i'm talking about everyday investors And wall street which completely misunderstand how insane this is about to get now we talked about tesla being a 1500 stock when it was 400.

now slowly, but surely every single one of the big shops joined us. We got now everybody at 1500 sitting nice and tight, but we have been there since 400. So you know welcome aboard step right in now. I'm going to tell you why i think 1500 is not going to be enough.

I'm not going to change my target price today, but i have a theory that 1500 is just going to be a stop in the road on the way to greatness they're, about to be the biggest meanest baddest, not an auto company ever so check this out. My estimates for 2022, as far as deliveries was 1.5 million cars. I said it before these deliveries. Certain people agreed with me, but a lot of people called me crazy, because i also said they'll do 1.5 with ease 2022 and a lot of people criticize me for saying that now those same people are gone now after what happened.

But the real question is, i mean, even if wall street adjusts they're, probably going to go up to 1.5, like i did, and i'm going to go way higher than this. I'm going to tell you that, given what we just saw, i think tesla potentially can get to 2 all the way to three million vehicles delivered in the next two years, and i'm going to tell you exactly how this is going to happen. But regardless of that path, i think 2022 is going to be an insane year for tesla because of inflation. In fact, i think they're, probably a company, that's going to enjoy the inflationary pressures more than anybody else, because they're going to see the competition, crumble and they're going to be basically increasing capacity, getting more sales and completely not cutting into their margins.

I'm going to talk about that in a second, so check this out. Basically, right now we have 936 vehicles coming out. So let's say a million now factor in berlin and austin. That's another two million vehicles in the next two years.

The pace isn't going to be a fixed rate. It's probably going to be a little bit on the exponential side, but let's say there's another 2 million in capacity so probably 1.5 and that's a conservative estimate for next year and probably 2.5 to 3 million in the year after that. Now a lot of people who thought that 1.5 is an outlandish number now we'll have to admit that 1.5 million for 2022 is a conservative number and that's fine. But here's the kicker here this year is going to be extremely inflationary.

And if you really honest with yourself, 2023 is probably also going to be insanely inflationary. So this is going to separate the boys from the men, the strong companies from the weak ass companies. And let me tell you exactly: what's going to happen, the companies with high margins, the companies that can raise prices and not lose demand the companies with low debt and high cash and the companies that can increase production capacity without spending capex are going to do phenomenally Better than anybody else in the market, and if you listen carefully, i just described to you tesla, because the margins are getting better and i'm going to talk about in a second, but their margins are already a very nice place. But just forget the margins.

Let's talk about price sensitivity, which is none in tesla they've already raised prices, the waiting list have not become shorter and i'm assuming they'll do a few more price increases just to keep up with inflation because, as you know, in inflationary times, cost of capital goes up. Cost of goods goes up, cost of production goes up and they'll roll it over to the customers, which will gladly pay, because this is superior product. Now they've been telling us, the germans are coming for the past five years. I'm assuming they'll keep telling us while tesla keeps killing it, so their customer base isn't price sensitive, so price increases are definitely not going to impact demand.

Also, they have two more million capacity already in place with berlin than austin, which will cost them zero dollars to actually get rolling because they've already invested this money when cost of capital was cheap. They've completely reduced debt, they've been really busy repaying their debts and if you actually understand the tesla model, you understand that the fremont factory is probably a dinosaur at this point, because their gross margins on those cars from fremont is somewhere in the vicinity of 20. Now the gross margins of the cars are going to be coming out out of china out of austin out of berlin is about 40. So if i'm correct in q4 numbers that are going to come out within a few weeks, i hope in the financials we'll see a spike or at least a significant increase in gross margins, because more cars are coming out out of china, which has better margins in Fremont, it's a modernized factory which, basically you know it's easier, cheaper and faster to build in a modern, dedicated factory cars than in fremont, which is a converted place.

They kind of you know half-assed just to get things started now when austin and berlin join. They give you the same amount of gross profit, which is about 40 gross margin. Now those extra 2 million vehicles is not just extra 2 million vehicles they're an extra 2 million vehicles over the next 24 months, which are coming with a 40 gross margin again in inflation times. These high margins are everything you need to survive, because that basically gives you the cushion now whether you think inflation is going to be horrible, whether it's not going to happen.

Tesla is going to kill it, but if you add in tesla taking lunch from the auto manufacturers and inflation basically pushing on everybody else, but the companies who prepared for this, which is tesla it's an insane setup. I think we're going to hit my target price of 1500 quite soon and i think we'll have to reevaluate the company in 2022. I believe in the first half and then um again we're going to be ahead of the pack going at a higher price and then everybody will catch up and still to this day, i don't understand how people just see money lying on the ground completely, ignore it And just keep walking, this is literally what's going on when you don't invest in tesla, but again, just my opinion might be inaccurate might be wrong, might be the ramblings of a madman. You know might be.

You know completely nonsense. You have to do research, i'm not a financial analyst, i'm not a financial advisor just sharing with you my opinion, i'm a guy on the internet with a sweater. You know it is what it is, as always huge shout out to the channel members the patrons. Thank you so much we'll see you tomorrow.