Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
@ShrimpTeslaLong
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$TSLA Investor since 2019. Cybertruck, MYP Owner. "Don't be obsessed with money. Be obsessed with what money can do to accomplish your goals." ๐บ๐ธ๐บ๐ธ๐บ๐ธ
Dear $TSLA fam,
Well, folks, as of today, I'm officially retired. No more running on the hamster wheel for me. I'm setting my own pace now, focusing on what truly matters: health, wealth, and personal growth. I'm dedicating my energy to the followings:
๐ข Prioritizing my
$TSLA My thought on Q4 earnings:
1. ~$30B cash on hand
2. Near no debt
3. Energy storage 125% growth
4. Auto margin: 17.6%
5. FSD v12 to all in US in weeks
6. Next Gen platform making great progress
7. Gross profit of Services & Other biz increased from ~$500M loss in 2019 to a
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Someone got creative and built this Makita battery pack for the
#Starlink
Mini. 18V/8Ah gives 288Wh which should result in 10h connectivity. Cost is less then $80 including batteries. ๐โก๏ธ๐โก๏ธ (Originator: Martin Niemer)
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Total Addressable Market(TAM):
TAM for EVs $0.5T
TAM for Robots $25T
Thatโs 50x between both markets.
If Tesla can grow their Robot business just as good as their EV business. No need to be better.
Then, you are looking at a $40T Market Cap company! $12,500 per share!!
This is
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Coworker: โI hate my EV (Bolt). Charging sucks.โ
Me: โConsider a Tesla. Charging doesnโt suck with Tesla.โ
Coworker: โI already order a new EV.โ
Me: โA Tesla?โ
Coworker: โFisker Ocean.โ
People donโt fucking learn. They keep looking for the next Tesla not knowing: $TSLA is the
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I counted 17 Teslas in my neighborhood today, including my own Model 3 & Y. There were 9 on my street and 8 on the cross-street, and not a single other electric vehicle in sight.
No Rivian, no VinFast, no Ford F-150 Lightning, no VW IDs, no Hyundai Ioniq. 100% ALL TESLA.
If
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Unpopular opinion:
There are 3 types of people who buy a non-Tesla EVs. The Uninformed, the Stupid, and the โI am better than yโallโ crowd.
The Uninformed: โIโm told all EVs are the same. It doesnโt matter, right?โ
The Stupid: โMy Ford dealership told me I can charge at
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
6 good friends. 4 of them have pre-ordered the
#Cybertruck
. All 4 of them intend to take delivery.
Friend 1: No intention to tow. Use it for camping. Recreational purposes. Car guy. Hauling car parts.
Friend 2: No intention to tow. Use it for camping. Recreational
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Ford & GM: "Why should we spend R&D dollars when we know for sure we can't catch up with Tesla? We shouldn't. The logical thing to do is to milk the gas car business until the end. And then, we buy Tesla's technology to build our EVs. That's the plan."
I will be surprised
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
A bit of a long tweet below:
I studied Computer Science (major) and Economics (minor). As someone who has worked in big tech for over 20 years, it's easy for me to recognize the uniqueness, excellence and 'untouchability' of Tesla within the tech industry. The things Tesla can
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
In the past, I invested in $TSLA solely to make money (long term). I did. I'm very happy about it. However, going forward, it's also about making sure The Good Guys Win.
@elonmusk
stands for freedom, innovation, & hard-work! This is exactly the quality we need to make our
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Meet Kevin sold his $20M stock portfolio and made a big deal. I kept investing $20M+ in $TSLA alone and nobody gives a f*ck. FML. ๐คทโโ๏ธ๐ฏ๐ช๐คฃ๐โ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Hmmโฆ Iโm seeing several colleagues & friends selling their R1Ts. I asked one, he said: โCCS really sucks for road trips; itโs such a headache, my family canโt stand it. Iโm gonna sell it before Rivian announced the use of NACS. If they donโt, Iโm getting a Cybertruck.โ ๐คทโโ๏ธ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
You often hear: โItโs RISKY to go all in $TSLA.โ
Well, the truth is: It is not โriskโ that people worry about. Itโs the โvolatilityโ. People often confuse the difference between the two.
For example:
1 - โItโs RISKY if the company doesnโt make moneyโ.
> Well, Tesla
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I don't understand why bears find it so difficult to see the growth potential of Tesla. Tesla is not a get-rich-quick scheme. The company is working hard to build factories, innovate battery technology, revolutionize car manufacturing, develop self-driving software, and create
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Dear News network, (
@CNBC
@YahooFinance
)
Every time you invite a guest analyst for an interview, please show their performance ranking BEFORE letting them speak. That will help to put things in perspective. Thank you!
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
The Math Is Simple.
Amazon:
Total revenue: 22 % YoY
Q4 net income: $2.5B (ex. RIVN Profit)
Market Cap: $1.6T
Tesla:
Total revenues: 61 % YoY
Q4 net income: $2.9B (ex. Stock based comp)
Market Cap: $0.9T
$TSLA grow faster and earn more than $AMZN. $TSLA is CHEAP. ๐๐๐ช
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
$TSLA The squeeze is real. Many people will be forced to cover their option contracts from $200-$225. The climb is insane. ๐๐๐๐๐๐๐๐
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Why 'people' hate
@elonmusk
?
1. Oil/gas industry (More EV = less gas use)
2. Space industry (More SpaceX rocket = less income for them)
3. Legacy auto (Obviously, Tesla is killing them)
4. Military contractors (SpaceX/Starlink and other high tech threatening their positions)
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Down ~$1.6M yesterday. Not sweating even for one min. ๐ฅฑ Tesla is doing everything right to grow its business. Mr Market is being stupid. $TSLA is as strong as ever! ๐๐ฏ๐คทโโ๏ธ๐ค๐๐๐๐๐
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
@WallStreetSilv
So Cal:
$50k for a decent wedding
$200k student loan
$1M for a decent house (+tax/interest/insurance/maintenance)
No wonder people are depressed.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
It becomes my daily routine now to visit the park, watch a movie, drink a cup of coffee while handling some work duties. Life is good when I spend time with my Tesla Model 3. ๐๐ท๐ช๐๐๐ถ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I, for once, agree with
@realMeetKevin
. Lower FSD to $5,000, it will increase Take Rate significantly. The more cars with FSD activated, the faster FSD mature. The cheaper FSD is, the more people are willing to purchase it and then promote it! We need more cars out there
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
If you donโt believe the
#Cybertruck
is super popularโฆ. Well, I just came back from the airport picking someone up, Iโm literally surrounded by people with phone cameras taking photos and videos of my CT. Even the traffic control officers are doing the same instead of directing
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Long tweet: Someone asked me to share about my investment journey. Sure thing. Itโs quite boring but here you go:
I started investing around year 2000 while I was still a college student. Worked a part time job making $1,200 per month, after paying rent/food/car, I saved
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
$TSLA
More cash. $30B on hand.
Zero debt.
Good auto margin.
Record revenue this quarter.
Fast growing energy business.
FSD ready in near term.
Humanoid deployment in a year.
What's not to love again? ๐ค
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
@PaulSkallas
RVs look terrible?! I donโt think my RV looks terrible. This is my Leisure Travel Van (Rear Twin Bed) 2024. Not all RVs are terrible, you know.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Friend 1: Took delivery of a M3P 2 wks ago.
Friend 2: Took delivery of a X LR last week.
Relative 1: Ordered a Y LR. Waiting for delivery.
Neighbor 1: Sold 1 Lexus & 1 Toyota. Got 2 Y LR!!
Friend 3: Selling his Mustang, ordering a S Plaid!!!
$TSLA is the only wise choice.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I'm anon here so I can speak the truth. Here's the list of friends and family members I convinced to buy $TSLA. Here's what they got so far:
Friend 1: $750k
Friend 2: $1.2M
Friend 3: $650k
Friend 4: $70k
Fam 1: $200k
Fam 2: $900k
Fam 3: $2.5M
Fam 4: $3.2M
Fam 5: $570k
๐ช๐ท๐
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
To tell you a little secret. The only reason I have $2M in $NVDA is because I want to use it to buy more $TSLA stocks when it dips. As much as I enjoy the Nvidia's gains, I think Tesla has a bigger grow potential long term.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Letโs go, $TSLA. We are in the clear:
- rate hiked (.25) - done.
- recession? What recession?! - done.
- twitter overhang - done.
- political concern? Nothing in the near term. - done.
- FSD v12 mind-blowing.
- Superconductor at room temp? Looks promising!
- WW3? Not likely.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
(True) story time:
Family member A:
- Pharmacist. Graduated with $140,000 in student loan.
- Paid off debt in 4.5 years
- Rented a room near work
- Saved and invested $65,000
- Bought $TSLA. 17x later.
- ~7 years as a W2 employee
- Net Worth: $1.1M+
- A clear path to
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I'm buying the
#Cybertruck
because:
1. Saving on gas
2. Near zero maintenance
3. Tough, no door ding
4. Moving big items
5. Safety
6. Roof top tent compatible
7. Off-road camping
8. Road trips (Superchargers)
9. FSD
It's never about the look. Also, I don't intend to tow
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
If you think Cybertruck will not outsell F150 Lightning, you are badly mistaken. The only limiting factor will be Cybertruck production rate. $TSLA ๐๐๐
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Down ~$1.6m today with $TSLA. Continue to buy and hold as usual. Good quarter, bad quarter. We will experience lots of ups and downs along the way. Itโs a simple path but, at times, itโs a difficult path. Long term, itโs all part of the gam journey. Enjoy the ride! Stay healthy,
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
GM, Ford - Dividend stocks. "Pay me my dividends or I bail." It's never about growth into EV sector. They do it 'cos they have to.
Rivian, Lucid - Start-up. Wannabes. "I'll catch Tesla. I'm the 2nd Tesla. Buy my stock."
Tesla - King of the Hill. Real growth in EV,
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Bought my 1st house in 2002 (Before price climb)
Sold my 1st house in 2006 (Before the crash)
Bought 2nd house in 2010 (After the crash)
Bought a rental in 2011 (At housing bottom)
Bought $NVDA in 2013 ($4)
Bought $TSLA in 2019 ($15)
Pure luck + A Little Gut Feeling. ๐ซก
Nothing
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I donโt hold cash. I donโt buy gold or silver. I donโt speculate on cryptos. I have no interest in pure dividends plays. I like to interest in great companies, especially disruptive, rule-breakers with big goals, big vision and strong ability to execute. Thatโs $TSLA to me. I
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I predict $RIVN to be the 2nd carmaker to make the Tesla Supercharger partnership (if
@RJScaringe
is smart). Thatโs my prediction.
Think about it, who in the right mind will buy a R1S/R1T while he can get the F150 & charge at the Tesla Supercharging network nationwide?!?! RJ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Down $2.4M today. Not feeling sad even a little.
Short-term, it's a slot machine. People panic sell and buy. Long-term, Tesla is as solid a company as ever. $TSLA ๐๐๐ช๐ฏ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Gary is speaking as a PM who โlost money for their clientsโ.
I am speaking as a private investor who never lost my initial capital in my 24 years of investing. We are built differently. Indeed we are. I rest my case. Keep on talking to us Tesla investors like we are stupid. I
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I am buying every week. $TSLA future is super bright. Itโs way, way, way undervalued. People have no clue of the full potential. When the bot happens, itโll be too late.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
$TSLA Gen 3 vehicle (My Prediction):
1. 2-3 seaters
2. No big motor
3. In-wheel brake and small motor fully integrated. Easy to install or replace.
4. Modular (Components are interchangeable between variants)
5. Body (Outer shell) is interchangeable for passengers,
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
This message is from one long term Tesla investor (me) to another.
Best daily gain: $2.8 million. Worst daily loss: $1.8 million. Not for the faint of heart. A highly concentrated portfolio can be stressful when the daily fluctuation swing is so high. This is just EV.
Imagine
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
My greatest fear isn't losing money in $TSLA; it's missing out on what could be the most monumental investment opportunity of my lifetime. I'm not giving financial advice, but I'm damn serious about this.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
LinkedIn is dead. I haven't touched it for years.
Facebook is dead. I haven't touched it for years.
Instagram is dead. I have no interest in prostitutes.
@X
is the future. I spend more time here than any other social media.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
It's becoming clearer and clearer to me, as $TSLA grows >50% yr over yr. It's not gonna be long for the public to realize PE will go below 100 real soon. Exponential growth will push share price to $3,000 sooner than 2025. Oh my... we shall witness the squeeze up really soon.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I took me 12-13 yrs to save & invest before reaching a $1M portfolio. From $1M to $2M, it took a little less than 3 yrs. From $2M to $20M+, it took me 2.5 yrs. Thanks to $TSLA. ๐๐๐๐ช๐ค๐๐ฏ
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
Unpopular opinion:
At some point in the near future, I think $TSLA should stop reporting quarterly auto production and delivery numbers. Just like $AAPL stopped reporting iPhone sales numbers.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
My portfolio is down 16% (-$2.67 million) in one month. I haven't mentioned this because it's not always fun to talk about paper losses. After all, it's not real money yet.
However, I think it's important to remind ourselves that this is part of the game. The stock market is
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I intend to buy as many $TSLA shares with my fellow Tesla investors and supporters here. The rest of you haters, TSLAQ and doubters can GO FUCK YOURSELF. Cheers! ๐ป๐ฅณ๐ฏ๐๐๐ช๐
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor
I vow to sell all my $MSFT position next Monday. I donโt care a big tax bill incoming. โI am done with Microsoft.โ Former employee here & I cherish my time there. But, I can no longer support them when $TSLA is doing the most for humanity. Itโs important to take a stand.
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Joseph ๐โ๏ธ๐ช๐บ๐ธ Tesla Long Term Investor