Submitted by droneauto t3_10ogjzz in wallstreetbets

Interesting that all the smart analysts completely have forgotten about Tesla Megapack which in a worst case scenario will generate $10b in Revenue and $2b in profit in 2023. The bull case is $20b revenue and $10b profit. When will the understand that TSLA is NOT just another car manufacturer?

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BulbousNut t1_j6eg3wp wrote

TSLA PE ratio is reflective that it’s not just a car manufacturer lol. Look at all other car manufacturer financials

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OTRinKW900L t1_j6gh6gb wrote

What happened to their solar roofs? Oh yea, business was so shitty they discontinued them img

Guess what’s going to happen to the mega packs?

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on1chi t1_j6gogol wrote

Shhh permabulls still think in the next few years Elon will be mass producing ai robots affordable that can be the girlfriends they lost after going all-in at 300.

FSD will need hd radar to progress - killing their “existing fleet roll out” bull shit. Mega packs and semis will fizzle. I’m I interested in what cybertruck does for them, but my guess in Tesla ends up having more capacity than demand In the not so distant future.

I currently have shares at 130 and 150 calls expiring in march. Will be looking to sell this week.

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Rim_World t1_j6h5mda wrote

I think tesla is a 90 dollar stock but I gotta say, Tesla didn't discontinue their roofs. They suspended installs and now have the version 3.5 which will also be failure.

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Ancient_Implement_30 t1_j6i0kj2 wrote

I applied for a job on the Mega packs. They already had jobs lined up. One was already under way in LA. Colorado was next i believe.

The mega packs make a ton of sense. Texas should be next. As the grid has been struggling the last few years.

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carsonthecarsinogen t1_j6j0c4z wrote

Solar failed because of complicated and expensive production, with complicated and expensive installs. Very few People are willing to pay that kinda money for a nice looking solar roof.

Megapack is not a consumer product, it’s an industrial product. Which has more efficient production and a lucrative service contract after install. It’s already doing extremely well.

You could’ve made this argument 2 ish years ago. But the megapack is already far past it’s point if “failure” like solar saw.

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COLDWARv2_PREDICTOR t1_j6jeman wrote

Their home batteries are so beyond unaffordable for the average person it's dumb. At least the average person can overleverage their tits for one of their shoddy cars.

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Captain_Nipples t1_j6gswy2 wrote

Solar anything is kinda shit. I work in power generation, and it seems like anything to do with solar is always bad.

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91o291o t1_j6hh4b4 wrote

can you explain more about this subject?

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anotherloserhere t1_j6honzm wrote

He forgot to mention that he works in janitorial services for a power company.

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91o291o t1_j6hp1df wrote

I hope not, I was hoping to gain some insight :-D

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leanpunzz t1_j6ghrvf wrote

Posts like these Smells very topy to me

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Rim_World t1_j6h5i29 wrote

Yea they also have the patent to Tesla coil which will solve the energy problem we're facing /s

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Far-Concept-7405 t1_j6ehnfk wrote

Tesla cells are to expensive for Megapacks, they would need the cheaper catl batteries Like the sodium ion. If they get a partnership with these the production costs goes from arround 120-150$ kWh to 60-80$ kwh. Also the production ist very limited at tesla so they make more Money with Putting These cells Into cars from.there own factories.

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mpwrd t1_j6kvpg1 wrote

A megapack that contains 3900 kWh of batteries sells for $2 million. Do the math on that.

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The-Phantom-Blot t1_j6jt7g6 wrote

Considering an investment. How many rookies and foils come in each Megapack?

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Piratenation00 t1_j6olwnt wrote

Would be cool if someone hopped over on twitter and just searched Tesla megapacks. Then my question is how many Jan / June 2025 calls you degenerates are going to buy. Apes strong or whatever y’all say in here.

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VisualMod t1_j6efpa1 wrote

>You're right, Tesla is not just another car manufacturer. They are a technology company that happens to make cars. And their products are some of the most innovative and game-changing on the market today. Megapack is just one example of this – it has the potential to completely revolutionize energy storage and grid stability.

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bighappydude t1_j6f09yq wrote

Wtf VM where is your integrity? It was a shitty car company less than a month ago according to you

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