Long $TSLA

2024年11月5日

I am getting 100% of my exposure currently through TSLL, I am very bullish on this setup for Tesla.

Bull catalysts:

• Trump Victory - if this happens, I assume TSLA will pump just because of their close relationship
  
• Federal EV Charging Re-compete - in the vein above, I don't see why Trump wouldn't open the failed federal funds of ~99B to companies to recompute the contract- obviously Tesla could actually deliver the network of chargers more efficiently than GM et al.
  
• QE - I overlaid the FFR on the bottom of this chart, since I think it is valuable information regarding the last time TSLA's face-melting rally began, it coincided with QE beginning.
  

Their humanoid robots also could be something, but I am not as versed with them. Any other catalysts I'm missing?

2024年11月11日

註釋

Looking good

2024年12月10日

交易進行

Looking even better