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- tesla is pushing its greener products in virtually all its client comms now. purchase a model 3? they will literally try to upsell you on a solar roof.
- republicans in competitive districts are 'going green' and adopting traditional left wing postures on renewable energy to consolidate centerist votes. so even if trump gets re-elected, we may end up with a senate where republicans support green initiatives. given elon's .. recent postures... on fairly right wing / pro business issues.. i think its reasonable that tesla might benefit from solar subsidies, for example, in any green agenda relief-ish package.
- tesla continues to pursue quantum leap innovations that address the most significant adoption barriers for their cars. for example:
https://www.youtube.com/watch?v=GEtWS2WPoBs
folks they are going to drop a million mile battery, probably this year.
- tesla powerwall.
we keep hearing about these megafactories that are building out cybertrucks etc but so far, not hearing a thing about factories to build out powerwalls and solar roofs. that concerns me. in california apparently they are selling chinese solar products more or less with a tesla logo slapped on them, or so the internet claims.
so this is where im looking to see what happens next for TSLA.
im still reasonably sure tesla stock will fall back to the $200 range once the economy wakes up from this half assed fever dream and 'corrects'. i do not think tesla will fold. worst case apple or alphabet snatches them up for a song and maintain the course. but if (huge if) the fed has somehow figured out a way to prop up the market while the actual economy finds its balance, i really dont see how tesla doesnt trade at $1200+ if they start addressing the supply chain issues on their non-vehicular offerings.
- republicans in competitive districts are 'going green' and adopting traditional left wing postures on renewable energy to consolidate centerist votes. so even if trump gets re-elected, we may end up with a senate where republicans support green initiatives. given elon's .. recent postures... on fairly right wing / pro business issues.. i think its reasonable that tesla might benefit from solar subsidies, for example, in any green agenda relief-ish package.
- tesla continues to pursue quantum leap innovations that address the most significant adoption barriers for their cars. for example:
https://www.youtube.com/watch?v=GEtWS2WPoBs
folks they are going to drop a million mile battery, probably this year.
- tesla powerwall.
During that time, Powerwalls were more easily available with Tesla installing one or more units on virtually all its solar installations and participating in large-scale projects, like a virtual power plant in Australia and with an electric utility in Vermont.
Things have changed in recent months.
Electrek has been receiving reports from Tesla solar buyers being quoted months of wait times to get a Powerwall with their solar installations.
The long wait time is partially attributed to an increase in demand due to the California Self-Generation Incentive Program (SGIP), which gave rebates of up $5,800 per Powerwall.
The program is organized in tranches, and the first two are completely subscribed. Tesla has already exhausted the rebate for upcoming installations, but other certified Powerwall installers still have access to up to $4,060 per Powerwall.
Things have changed in recent months.
Electrek has been receiving reports from Tesla solar buyers being quoted months of wait times to get a Powerwall with their solar installations.
The long wait time is partially attributed to an increase in demand due to the California Self-Generation Incentive Program (SGIP), which gave rebates of up $5,800 per Powerwall.
The program is organized in tranches, and the first two are completely subscribed. Tesla has already exhausted the rebate for upcoming installations, but other certified Powerwall installers still have access to up to $4,060 per Powerwall.
so this is where im looking to see what happens next for TSLA.
im still reasonably sure tesla stock will fall back to the $200 range once the economy wakes up from this half assed fever dream and 'corrects'. i do not think tesla will fold. worst case apple or alphabet snatches them up for a song and maintain the course. but if (huge if) the fed has somehow figured out a way to prop up the market while the actual economy finds its balance, i really dont see how tesla doesnt trade at $1200+ if they start addressing the supply chain issues on their non-vehicular offerings.
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