Hey this is tom, and i want to be very clear with what i'm about to say. I think this is probably your last chance of getting tesla under 900 bucks per share. Now you might hear the noise behind me. It just rained.
I think god owns some palantir stock and is crying right now, but basically, if you haven't, checked tesla stock price, i mean it's under 900 bucks around 880 and i think this is probably the last time we can get it at this price reason being looking at The q4 financials alone that should tell you how much they're undervalued, so this is a company. That's literally built up two massive factories that cost about two billion dollars, and this quarter alone, and yet they've posted almost three billion dollars of free cash flow. Imagine that in the pandemic year or in the epidemic two year, i don't know how to explain it. Now.
I don't know a lot of companies that can give you 2.7 billion dollars in free cash flow after investing 2 billion dollars in capex now mind you that this capex is a one-time thing, or at least not an ongoing expense. So we're already looking at a company in tesla, that's giving you five billion dollars or a little south of five billion dollars of free cash flow per quarter, so we're probably talking about 20 billion dollars of free cash flow per year. This is insane now, if you heard the the call that they had, so they pretty much insinuated to the fact that they have already capacity to do 1.5 million vehicles next year without the additional factories in berlin and austin so they're on pace. If that's the case to make 1.8 million 1.7 1.8 million cars next year, 3 million the year after, but the main thing which i think everybody is missing - is not that and not the cash flow numbers, not the fact that they had 18 billion dollars of revenue.
This quarter loan and not the fact that the operating expenses are skewed upwards because of elon musk's compensation stocks. The thing that everybody keeps missing is we're talking about. The only company in the market is anywhere near full self-driving, i mean who's. Second, if tesla is leading the race at full self, driving and elon said yesterday that they're going to finish by 20, the end of 2022, the fsd who's.
Second, i don't know the closest thing apart from tesla is mobilized by intel, not even close, still somewhat relying on lidar, i mean there's really. Nobody close. Even if mobile is close behind they're, just a software provider. Tesla has an integrated fsd that has no competition in the real world and it's kind of funny to me because mobile i used to be the provider for tesla and then they they had a few.
They left tesla had to start from scratch, and now they have a better solution like exponentially better and actually here the mobile line might be ditching lidar. I don't know i don't care, but the thing is: if tesla hits full fsd by end of year, it's game over, so autonomous vehicles like fully autonomous vehicles, fsd proper, the only ones are going to have them by 2023, is tesla at this point, nobody's even close. So if you look at this kind of state of affairs where people already prefer tesla to any other easy imagine adding like full fsd, that's way better than anything else in the market, i mean, if you think, tesla is dominating right now you have to be able To see it to the future a little bit just a year or two, not not even that far, so i think we're going to be having this conversation in 2024 reminiscing about how cheap tesla was at 900 bucks, and i think the same people who are claiming That this is an expensive stock because of p e ratios they're not going to be left behind and it's unfortunate but they're not going to be the first. I heard the joke by ward rhythmic on on on twitter, by the way shout out to warren saying that he's called the reverse gordon johnson. First of all, i think that the reverse gordon johnson sounds like a nightclub in the bad part of town, but i think that between these two warren will still make a lot more money by being the reverse, gordon johnson, and i think that anybody that sides with This old-school analysis tester, is going to miss out on the opportunity of the lifetime. You know just my opinion, not financial advice. Maybe i don't know what i'm talking about. You know you do you.
I do me as always, don't buy nothing. Don't click, nothing, don't smash. Nothing quick shout out to tip pranks. My first video with the pranks i'm gon na be doing a bi-weekly show on taperex is launching today at 2 45 p.m.
Eastern go check it out. It's gon na be fire, see you soon.
I think we’ve peaked, Tom. Inflation is going to absolutely destroy us. Short term I see a relief rally depending on the rest of big tech earnings, but the Fed’s rate hikes will crush us. Love your content, just voicing my concern.
Bought at $865 a few days ago and bought again today at $890! Gona keep buying the FUCKING DIP!!!
waiting for amc to squeeze
Bought 100 more just a minute ago
You know it’s serious when he’s saying it while not being in front of his monitor
Saaap gentlemaan
Notification gang baby