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After investor day - I was so blown away

This is the oppty for us as RETAIL Investors.  We have proven to be Far smarter than Wall St. 

Another example of Planning Genius:

  • 6 hour drive from Giga Austin to Giga Nueva Leon 
  • Tesla also have their own IMMIGRATION drive thru Lane. 
  • Ties in all key parts for Scale Mfg
  • Tesla also get tax credits as the IRA is for all of North America

This is great for Mexico and Great for Tesla. 

Round trip 17 hours 

Thanks Sanjay for the Map

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Comments

Anonymous

Tesla Brilliant!

Anonymous

I had NO idea. I’ve been surprised that my man hasn’t wanted to take a trip down to SpaceX (retired Lockheed) There is a case for the continuation of all of Musk’s companies without him. We were headed back from Cozumel and we’re waiting for our return flight with a bunch of SpaceX employees. They were so high and mighty, we do everything better, that I thought it was funny that my high level engineer couldn’t get a word in edgewise. And normally he can impress anyone. So, my theory is that he has created a pseudo-cult that has brought in the best talent. He is not the one doing this stuff- he is inSpiring it. And he will live on through the cultiness, even if something happens to him….

Anonymous

Isn't Mexico dedicated to markets outside of US? This would limit collaboration with only US helping Mexico and not the other way around. Otherwise, they run the risk of losing government subsidies which require everything to be US made and sourced.

Anonymous

Tesla gas everything planned, down to a tee

Anonymous

Looks like Tesla is establishing US auto manufacturing in the south. Neuvo leon is part of Maquiladora which can be viewed as a cousin of free economic zones. Many companies source components from here as part of Nafta.

InvestAnswers

not sure of those details, but if a car is made in MX and sold in the US it gets teh credit. same for canada. NAFTA remnants me thinks.

Anonymous

I trust my money to them big brained geniuses at Tesla. All in

Anonymous

Did the Tesla Loop in Vegas not long ago … if anyone has doubts about these dreams eloquently being executed into a present reality .. it’s worth a trip . It confirmed why I am investing in this marvelous technology company !

Anonymous

Wondering if they have a plan to get that Giga plant out of China. Or is that mandatory for their success?

Anonymous

similar to Apple in the early days...it cycles from company to company

Anonymous

Tesla Baby

Anonymous

Should be able to start adding more to my bag from April 2023 new tax year in the UK. Can’t wait. Need to get to my target before it starts firing to the top. Without doubt my highest conviction assert and not worried about the price till end of 2025/26.