Tesla Stock: The Semi Truck Event Could Catalyze A Significant Move To The Upside

Nov. 30, 2022 8:45 AM ETTesla, Inc. (TSLA)280 Comments

Summary

  • Tesla is all set to host a rare delivery event for the long-awaited Tesla Semi (Class 8 truck) on Thursday.
  • Going into this event, Tesla's stock is not hyped up at all, and we haven't had such a setup for any major Tesla events over the last 2-3 years.
  • Tesla Semi is unlikely to move the needle in the near term; however, Semi could add ~$15B to Tesla's top line in 2024, and that's huge!
  • Furthermore, Elon could share updates on several other Tesla products like Cybertruck, Roadster, and Optimus. Honestly, I think this event could bring investor attention back to Tesla's robust business fundamentals.
  • Tesla is undervalued, and I continue to rate it a buy at $180.
  • Looking for a portfolio of ideas like this one? Members of The Quantamental Investor get exclusive access to our subscriber-only portfolios. Learn More »

Tesla Semi Truck

MikeMareen

Introduction

In 2022, Tesla's (NASDAQ:TSLA) stock has been cut in half, and the relative underperformance compared to major equity indices like the S&P 500 (SPX) and Nasdaq-100 (QQQ) is getting worse by the

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Leaked email from Tesla

Leaked email from Tesla (Twitter)

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