Thread oficial - Bolsa

I think it's a few different things that are pumping this stock way above its peers. First is the fact that Elon is a marketing genius, and he knows exactly how to keep the hype party going with some seriously exceptional stunts like solving that Australian power grid issue within 100 days off a random twitter bet. He draws attention to Tesla like no other CEO can, and has successfully painted himself as the renaissance man of the future in an era where there's less leadership in scientific fields than ever.

A huge part of the hype is that he constantly shoots for ever more aggressive achievements no matter where his current projects are, and he particularly focuses on things that are nearly impossible to value. Full self driving? Trillion dollar industry. Energy? Trillion dollar industry. EVs? Trillion dollar industry. People are inherently optimistic and get blinded by potential all the time. Read up on stuff like the kickstarter Star Citizen if you want case studies.

But I think Tesla does genuinely have a huge advantage over its competitors now; its market cap. Elon issues 5 billion dollars of shares and dilutes the stock only 1%, and then announces he's building a new factory and the stock will pump 5% instantly. The valuation itself is providing the fuel Elon needs to actually have the cash to execute on any vision of his choice. This is why anyone arguing that he should issue 100 billion all at once just doesn't get how these companies operate. Why do that when they can just print ridiculous amounts of free money at a very easily sustainable pace that you can use to further pump the stock without diluting as much?

And to top it all off, the way he operates the company basically baits you into shorting the stock and then he pumps like a madman off some random news. Remember going private at $420? Dude literally just made stuff up to slay shorts for the hell of it. The end result is that betting against the stock is suicide because the potential for getting blown out by a random event is just too much, and all the shorts being forced to cover drove the stock up incredible amounts at a time. He's basically classically conditioned the whole market to avoid shorting the stock at this point.

Like right now Tesla seems like a smart stock to short; their gigafactories are coming up and their expansion plan still falls quite short of their valuation fundamentally. But I guarantee you that within 6 months, after short interest has built up, Elon is going to come around and announce "TESLA 2025 - THE PLAN TO PRODUCE 50% OF ALL EV CARS GLOBALLY BY 2025" by building 10 new mass-producible OMEGAFACTORIES and the stock will run from 750 billion to 1 Trillion in a week.

Once that's a year in and it looks like that's unreasonable or still too little, he's going to put a Tesla flag on the moon right up beside the American one. Maybe he'll have a "Twitch Plays with a moon rover" stream for a few days. And then a day or two later put up a twitter poll asking "should I just merge all my companies into one under Tesla for free?" and the stock will shoot up 30% overnight no matter the market cap. And then he's actually going to fucking do it and the stock will shoot up to a $2T valuation.

People aren't investing in the market the way the people in this r/investing or r/wallstreetbets are, they're investing in a dream, a vision, and an absolutely wild ride. They couldn't care less about the valuation.