People have been calling $TSLA a "meme stock", so I want to show you in a very simple way why I consider it to be anything but. For one, show me a trillion dollar company sustaining 50%+ revenue growth since it went public 12 years ago: 🧵 
https://twitter.com/heydave7/status/1456307701030559749
What about margins you ask? Consistently growing.
OK, so this covers until 2020. What about this year, with all the supply chain issues etc? They're on track to ship 76% more cars this year than last.
https://twitter.com/TroyTeslike/status/1456367458172944389?t=OeE6EqtOHJr9hG0N0bXJbw&s=19
And that's not just empty growth. They're making money while growing like gangbusters while everyone else is losing money.
https://twitter.com/1stPrincipleInv/status/1423155604357402633?t=OeE6EqtOHJr9hG0N0bXJbw&s=19
What about per-car? This tweet says it all:
https://twitter.com/wjrichardson/status/1444040088636301313?t=OeE6EqtOHJr9hG0N0bXJbw&s=19
What about the future? Tesla has a goal to ship 20 million cars in 2020. That requires them to be growing shipments 41% every year from 2022 onwards. That's a lot slower than they have been historically, but maybe you've bought the lie that Elon makes false promises all the time.
So how many cars did he predict in 2013 that they would ship in 2020? Half a million. How many did they ship? Half a million. And that was with lockdowns keeping their largest factory shut down for part of the year. If not for that, they would have shipped many more cars.
Imagine a CEO predicting that in 7 years in the future, they would grow shipments by over 22x. And *nailing it*. Has this ever happened before?!
This isn't covering their energy (generation and storage) business, that Elon has predicted will match the size of their automotive business, their insurance business, or their upcoming robotaxi business. And let's not talk about the robots...
Now some people will say "how can one company be worth than all the other automotives combined?". Well, even by automotive standards, Tesla includes the dealerships, the gas stations, the service stations, and as mentioned, insurance. It's also the most vertically integrated...
... company in its segment, making more of its cars in-house. It makes its own batteries, chips, hell, it makes its own car seats. And of course it makes its own software. No other automotive comes even close.
In addition, it has more cash than debt, making it the only US automotive (or maybe global?) to be effectively debt-free.
Here's the thing though. The gap is not going to close, because the best engineers want to work for Tesla. Their next most desirable employer? SpaceX. With such a gap in talent, nothing can turn the tide. electrek.co/2020/11/11/tes…
If they accomplish even a fraction of what they're planning, and their track record is solid on that, despite setbacks, they will be the most valuable company in the world, by a mile. And that's why you see their stock growing by leaps and bounds, and it's probably not done yet.
But most of all, every share in Tesla, is an option on the new ideas that will be generated by the most inventive CEO of this century, at the peak of his powers. Everything discussed so far is what we know, but what about the things we don't?
And now you know what's behind Chamath's tweet.
https://twitter.com/chamath/status/1318910679856807937?t=xzQ66z8FrMojbawuhs49yw&s=19
*2030. Not 2020. God dammit.
This is the conventional way to read the metrics, but not how I do it. If you want to know how I think about Tesla, here's what I wrote 14 months ago:
https://twitter.com/alexandrosM/status/1305174986852896768?t=xzQ66z8FrMojbawuhs49yw&s=19
As for why I think Elon matters, it's because he represents a completely different kind of leader. One who believes in humanity, rather than trying to control it.
https://twitter.com/alexandrosM/status/1444454806794301442?t=xzQ66z8FrMojbawuhs49yw&s=19
And if for some inexplicable reason you want to read more threads by me on this topic, here's more than you can shake a stick at:
https://twitter.com/alexandrosM/status/1417765051419676672?t=0_qzyHnOIm7LouPtRIj2Og&s=19
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