ARK Invests Golden Goose case for $TSLA of $4,400 by 2024 required that Tesla lower costs, build factories efficiently and launch its robotaxi network. After seeing the new FSD beta in action, the 12% probability that ARK gave its golden goose case, I think....

1/4
it now deserves a higher probability. While there is still a long way to go for FSD, and we still need regulatory approval, but it's now clearer than ever that the reality we see ARK Invests golden goose case come to fruition has grown substantially over the last few days.

2/4
Tesla is executing on all fronts. Timelines are being sandbagged. Products are being released earlier than expected. Teslas vertical integration advantage only continues to grow.There is a battery and production plan for the next few years. The dominance is only beginning.

3/4
All this short term $TSLA price action doesn't matter. Only the fundamentals of the business and a long term view matter. I have no doubt in my mind that $TSLA will become a multi-trillion dollar company.Everything is happening quicker than I had anticipated. Tesla is killing it.
Damn I love Tesla đŸ˜‚đŸ€‘đŸ€“đŸ“ˆđŸš€đŸ”„
I should also add, arks $4400 2024 PT doesn't take into account the energy side, battery day stuff and the now obvious reality that competitors are now delivering real competition. $4400 is likely low and Ark should update their models and put out new research.
*not delivering real competition.
You can follow @SawyerMerritt.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled: