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Political Reality @PolitiReality

Investor and trader. Have owned many EVs. Focused on value both long/short. NEVER INVESTMENT ADVICE - ALWAYS OPINIONS 🇺🇸

Joined September 2019
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The declining head and shoulders in $TSLA is seemingly being ignored by fanboys. Probably one of the most bearish signals you could have. Wonder why?? $TSLA
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Valuation? At $382 PE is 350x. Roughly 12x the Mag 7 excluding $TSLA and 18x the SP500. This with ever increasing competition on all fronts while revenue and profits stagnate and capx is going through the roof. We all know how this ends folks and the simps are about begin withering away.
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Looking like a close in the $370s today is likely. Let the free fall begin! $TSLA
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Got multiple calls today regarding whether I wanted a piece of the IPO. I will probably decline, but was interesting that there’s no restriction on selling at the op e and that they are heavily soliciting for bids. $TSLA
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We are likely only $10-$20 from serious margin call territory in $TSLA and the technicals have now completely broken down with it firmly in bear market territory. Next wave of the downdraft could rival the most historic drawdowns. Enjoy! 😊
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Amazing. $TSLA still trading at 360x PE. Just think, that’s roughly 12x the average Mag7!! That would put $TSLA trading at ~$25. Do I think it will get there - no. But it could get damn close!
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Now we head back down below $400?!? Bull trap?!? $TSLA
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Can’t believe I sold $410s mmmmmmmmmmmmmmm $TSLA
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I just had too. $406s. Mmmmmmmm Sooooooo Tasty. $TSLA
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Damn. Gots some even tastier $403s mmmmmmmmmmmmm. $TSLA
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Careful fanboys. This $400 gift isn’t likely to last long. $TSLA
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Damn selling those $402s is just sooooooo tasty. $TSLA
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Feels like $350s in play by Friday and $320s next week. $TSLA
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Looking at the starling broadband business and the general space business, my best estimate is that SpaceX should be worth between $250-450B depending on actual results and multiple in 2-3 years. Going to be an interesting post IPO period.
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Oh why oh why don’t people appreciate how undervalued $TSLA is a 360x earning? Maybe because they aren’t brainwashed?
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Saw my first driverless Waymo in Denver today…was the new mini-bus sized Waymo that supposedly costs less than $35k. $GOOG $TSLA
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Could be looking at the 320s next 5-7 days. The funniest part will be if the stock crashed post earnings after a decent quarter, Since it’s been rising post quarter in light of really crappy performance. Double digits by end of year?!?!? $TSLA
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I don’t think folks realize that Tesla doing slightly better in the car business is absolutely meaningless to the evaluation. Car businesses are valued between 10 and 20 times price to earnings. Even if Tesla were to earn $10 billions year as a car company, it would likely only be worth $100-$200 billion or less than 10% of what it’s worth today. $TSLA
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Just think folks -- even after today $TSLA is trading at 15x the QQQ multiple and more than 30x the auto company multiple. Even a drop to $50 would still have $TSLA trading at well more than double the $NVDA multiple of today and 5x the auto industry. Enjoy the weekend!
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Bingo!! Next stop $200s !! $TSLA.
Political Reality
@PolitiReality
Jun 1
I believe we will see $380s by end of week, and mid $300s by end of next week. $200s by end of June and close to the $100s by end of July. $TSLA
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