Why I'm Buying More TSLA Stock? (2,150 Tesla Shares)

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테슬라 50주 추가 매수 후 총 2150주 보유(평단 201달러). 모델Y 세계 판매 1위, 포드의 북미 충전표준(NACS) 채택으로 슈퍼차저 호환 확대, 기가팩토리·리튬 정제 등 생산 확장과 FSD·보험 등 고마진 사업을 장기 촉매로 제시. 엔비디아 대비 저평가 논리 제기.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. I just bought another 50 Tesla shares for 185 dollars this brings my total Tesla Holdings to 2150 shares with average cost price of 201. in this video I'll share why I'm buying more Tesla stock I see three big long-term catalysts for Tesla this month the first model Y is now the world's best selling car in q1 2023 this is the first time electric vehicles to achieve this feat model y costs more than double the price of other cars in the top five like the Toyota Corolla and this is a huge Testament the model wise value and high desirability this is important not just because of what happened in the moment in time in q1 but what it represents for the future I see this as an inflection point where never again in human history an ice car will be the best selling car in the world Tesla sales will continue trending upwards or ice Car Sales like those from Toyota well continue trending downwards I hope in the coming quarters we see more EVS in the top 5 top selling cars not just from Tesla but other brands like byd second Ford just made a groundbreaking announcement that all their future EVS will start transitioning to the North American charging standard pioneered by Tesla which allows Dell EVS to be compatible with all Tesla Supercharger stations in the US this was received really well by the market falls out was up by six percent and Tesla stock was up by five percent yesterday I bought Tesla stock before Market open using a feature on interactive brokers called outside regular trading hours this is a great feature by some brokerages which is very useful especially when major announcements are made outside of Market hours this news paves the way for other car companies to also transition from ccs to the North America charging standard which is better for consumers it is lighter and easier to use actually in North America right now 70 of all EVS are already using the north tracker charging standard because they're Teslas at 85 of the public EV charging Network are a North American charging standard because the supercharger that work is expanding rapidly it's already the de facto standard in North America I see another inflection point here between other car companies relationship with Tesla no longer access competitors but as potential collaborators like how Samsung supplies materials to Apple or their iPhones today that relationship could start with the supercharger Network once Ford opens up other car companies like rivien and many others may start partnering with Tesla on opening up their EVS for superchargers but in the future this collaboration could also extend the Tesla software autopilot full self-driving Tesla insurance which are much higher margin businesses and secures Tesla's growth for the long term third capacity expansion Elon Musk confirmed again in a recent interview that Tesla well announced the second gigafactory location for the Next Generation vehicle by the end of this year and Tesla just broke ground to their first ever in-house lithium Refinery Elon Musk has shared a few times the limiting factor of Tesla's production growth is not raw material but lithium refining all of these moves that sets up for long-term success as we start seeing an economic boom coming from 2024 onwards as a bonus other catalysts I'm seeing are early test vehicles for FSD beta in Australia and Europe which is a good signal for FSD beta's continued Global expansion hardware for rollout in model y in the US model 3 refresh coming really soon and increase government engagement with Tesla hosting government leaders from South Korea Indonesia India and Singapore in a recent poll 68 of you shared that you plan to buy more Tesla stock this year for long-term investors I'm curious to hear what other catalysts do you see for Tesla some may feel the Tesla stock had a great run over the years it may even be overvalued at 38pe but as you've seen in recent times companies like Nvidia delivered Three Times Higher returns compared to Tesla for investors to help the stock for 10 years Nvidia is a PE ratio that is six times higher than Tesla at 221.

02. this signals to me that a significant growth Headroom for Tesla stock price has to start solving for multiple escals first with electric vehicles and soon with robots energy and AI I believe that Elon Musk agrees five years ago almost nobody believed that Tesla would have the world's best-selling car today almost nobody believes that Tesla is an AI company a question we should be asking as long-term investors is what would the world see five years from now if you'd like to start investing in Tesla stock you can find a referral link two interactive brokers down in the video description this is my last video in Singapore before we head off the US for two weeks I hope to share some adventures with FST beta and meet the local Tesla Community