> Also very few analysts have the courage to make a negative analysis of Tesla, or they risk becoming a target of the fanbois.

Ah that's why the history of Tesla is so free criticism. The universal positivism about Tesla for the last decade really proved that people are afraid to be critical about Musk.

You are joking with that argument right?

> Tesla shares were at 88 USD in Jan 2020 and are now in 2022 at 1000 USD, so two years later. What technological or dramatic market share breakthroughs, justify 1036 % increase in two years?

Its amazing what one can do when selecting a time period to fit the argument one wants to make.

Tesla stock was not growing well since the IPO, it was flat for years before the big spike. There were massive fears that Tesla would go bust and people still didn't believe the transition to EV would happen at all.

The very analyst that you hilariously accuse of being afraid of Musk and the fanbois were basically burring Tesla in 2017.

However by the beginning of 2020 Tesla proved that totally wrong and anybody who seriously looked at the financial and Tesla execution had seriously undervalued Tesla. There was a massive correction that was justified by how much Tesla had been undervalued. The pandemic suppressed for a while after that.

But during the pandemic, when other car makers had billions in loses, Tesla didn't have single quarter of not making a profit. Showing that they were at a point where a economic crisis was not gone just destroy them. This removed the last big question annalists had about Tesla.

They are still growing at break-neck speed and are on track to continue that for many more years. They have high demand products just waiting for supply chain issue to lessen. I see no reason they can't continue to keep up their growth for many more years to come. They are only just now starting to unlock many of the advantages of massive manufacturing scale. They are only about to move into the Top 10 of global car makers, but within 2-3 years they will be in the Top 5 and of those Top 5 many will be mergers of currently existing car companies.

In that time Tesla interceded its own batteries (and making their own battery materials), meaning they are full fledged chemical company and they are on track to become the largest battery maker in the Western world and on of the biggest in the world. They make their own hardware and chips for both their own products and even for their server side compute. Tesla makes its own insurance and its own service. Tesla is vertically integrated to a massive degree, its not comparable to their competitors.

Their margin and profit has been improving consistently and they have retried virtually all debt. Go look at other car makers and how fast they grow and how much debt they have instead of comparing stock price. Tesla is in self funded growth mode, they are no longer in need of raising capital to invest in future growth.

> "Tesla Has To Sell More Cars Than Is Theoretically Possible" (2020)

Go look at the arguments in that article and plug in the current and predicted financial numbers. The articles own line of argument doesn't even hold up anymore. The predicted PEG for the next 12 month is now below 5 already.

If you have not moved on with your analysis since 2020 you are seriously missing out.

Electrification doesn't stop at cars, and electrification come to many industries. Tesla already does a lot of grid related things of course and that will continue to grow. There is no reason Tesla can not eventually do boats, construction equipment, airplanes if that makes sense for their growth strategy. Or they could become a parts supplier for those industries.

Musk has been wanting to do electric airplanes for 25 years now, Tesla will for sure be in that business eventually.

And that is before you even take into consideration self-driving and robotics. Even if those are highly risky bets anybody who does the analysis needs to take it into consideration.