Alright, time to rip the $TESLAQ thesis to shreds, a thread.
First, Tesla is currently the LARGEST EV COMPANY IN THE WORLD. Based on Q3 numbers, Tesla is currently at a ~400K EV annual production rate, 3x larger than all other EVs being manufactured by every other automotive company.
Second, they are the only company that has a global charging infrastructure for their cars, meaning people can actually travel in their cars and not just have daily commuter cars like what every other EV on the road is basically limited to.
Third, they are heavily researching battery technology, and currently, produce ~10% of global battery capacity production. They have acquired Maxwell Tech and Hibar Systems, putting them in a great place to start mass-producing their own batteries and ditching Panasonic.
Fourth, Tesla produces the safest cars in the world, literally. There is no better car to drive on the road today than a Tesla Model 3. If you care about your own and your passengers/family safety, you shouldn't buy anything besides a Tesla. 
Fifth, all Tesla cars produced today have all the hardware required for full self-driving. Each car has a suite of sensors and cameras, along with an industry-leading ASIC computer to process data and relay controls to the car, more info here:
Sixth, Tesla has the largest fleet of cars with this autonomous driving hardware in the world driving in real-world conditions. This means they collect vastly more real-world data than any other autonomous driving company out there, and Tesla gets paid to collect it.
Seventh, Tesla's gross profit margin on their cars is above the industry average and is comparable to BMW and Audi's gross profit margins. This doesn't account for Full Self Driving revenue though, which would raise Tesla's GPM well above the other automakers.
Eighth, Tesla is moving into the energy grid sector for storage with their recent Megapack development. This will lead to hundreds of energy companies investing in energy storage as a solution to many grid problems of today, further increasing Tesla's presence in the space.
Ninth, Elon predicts that Tesla will be producing 1.5 million cars in 2021 and 3 million cars in 2023. Doing the math, this means they will be expanding battery production to over 150 GW/h in the next 4 years, producing almost as many batteries as the entire world does today.
Tenth, and probably last for now, Tesla cars are just the most fun to drive. Everyone gets a smile on their face when they ride in a Tesla, and everyone wants to get one for their next car. Wonder why car sales are dropping recently, maybe this has something to do with it 🤔🤔
If I missed anything you think is important, feel free to share.
