NUGGETS OF ALPHA
The pace of EV adoption in California is now 22% of new car sales
BEVs have leap-frogged all alternative drive types in Germany
Tesla controls 60% of the U.S. EV market
Tesla seeks to build a platform that transforms the manufacturing of vehicles
My expected Tesla stock price by 2032 is $5,181
Telsa stock is forecasted to be 13.5X from today's share price in 8 years
It took Tesla 4 months to replace the company’s previous approach to FSD with AI-based self-driving software
FSD 12 is not a step change but a quantum leap forward
Today I’ll explain why I am excited about recent Tesla developments and why my Tesla position is increasing relative to my Bitcoin holdings.
Based on the Bloomberg data, adoption is moving faster than I forecasted a week ago. California has seen a remarkable increase in electric vehicle (EV) adoption, going from 2% to 22% of new car sales in just five years. EV adoption in California accelerated notably when it reached the 5% threshold of new-car sales, a tipping point for mainstream buyers, and this trend has now spread to 23 countries. If California were a country, it would rank
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