TESLA — November 2025
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god morgen
Tesla annual meeting: https://x.com/elonmusk/status/1986540720816288197 lønpakken godkendt -
Analysts keep raising $TSLA price targets, some calling for $500–$600 a share, but
@CernBasher
says that’s still way too low!His model puts fair value between $660 and $1,200 today… and over $2,000 if you factor in Optimus! https://x.com/herbertong/status/1985117536288199083
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@TeslaBoomerMama
breaks down what this means for shareholder confidence, Keyman risk, and the balance of power at Tesla; https://x.com/herbertong/status/1987184181722685539?s=20 -
Hvordan kan målene for Musk bonus være baseret på så lave salgsforventininger? Det eneste der er en udfordning er nå på den tid er kursmålet. For alle andre firmaer ville de ikke kunne det ikke opnås hvis salget var så umapitiøst... Samlet salg på 20 milloner biler.. Nej det er ikke om året der skal sælges 20 mio. biler det er over 10 år!!! Det er jo helt til grin. Sidste år solgte de 1,8 mio biler... Så ingen vækst! Flot Musk du får bonus for ingen ting.
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Tesla har gjort det smart: Musk får ikke fuld bonus, medmindre han rent faktisk bygger fremtiden (autonomi + robotter). Men hvis han kun holder status quo på bilsalg, får han kun en lille del af pakken. Fair nok sat op, bare lidt kynisk camoufleret som "20 mio. biler" i overskrifterne.
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Mest solgte EV på verdensplan i September.
https://x.com/XFreeze/status/1988017627055509743?t=MCe643AyNPq1L6LsaIQBmA&s=19 -
Stifel just raised its $TSLA price target from $483 to $508, citing strong progress in FSD and Robotaxi as key drivers https://x.com/herbertong/status/1990413885552332913?s=20
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https://www.youtube.com/watch?v=hwBzOceMz08 Elon and Jensen are strategic assets to the United States.
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https://x.com/alojoh/status/1992260082411987184?s=20 I highly recommend every Tesla investor watches this video. This video includes data I typically only share with subscribers. Jeg har abonnoment på AJs analyser
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https://x.com/CernBasher/status/1992071704982462735?s=20 Investors often view volatility as an intruder. But volatility is simply the collective heartbeat of millions of participants, each expressing their hopes and fears.
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https://x.com/elonmusk/status/1992499020590108745?s=20 These chips will profoundly change the world in positive ways, saving millions of lives due to safer driving and providing advanced medical care to all people via Optimus.
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