Tesla Stock Poised for Rally with Model Y Refresh and Chinese Market Entry

investment, Michael Tyler, Tesla -

Tesla Stock Poised for Rally with Model Y Refresh and Chinese Market Entry

Tesla stock has the potential to rally and reach new all-time highs, especially with the rumored refreshed model Y, falling interest rates, potential entry of FSD into the Chinese market, and upcoming delivery numbers, with a possible rally to $300 per share in the short term and $350 in early 2024

Questions to inspire discussion

  • What potential factors could lead to a rally in Tesla stock?

    The rumored refreshed model Y, falling interest rates, potential entry of FSD into the Chinese market, and upcoming delivery numbers could all contribute to a rally in Tesla stock.

  • What is the significance of Tesla stock closing above $260 per share?

    Closing above $260 per share marks a significant turning point for Tesla stock, with potential for big upside and the possibility of hitting new all-time highs.

  • What is the current valuation of Tesla stock?

    Tesla's stock valuation is currently at its lowest point since becoming profitable, with the potential for the price to earnings ratio to double and still be lower than previous highs.

  • What is the speaker's recommendation for buying Tesla stock?

    The speaker personally recommends buying Tesla stock aggressively, especially if it breaks above $260, but does not recommend it for others.

  • What is the expected short-term rally potential for Tesla stock?

    Tesla stock could potentially rally to $300 per share within the next 15 to 20 days, with the possibility of reaching as high as $350 in the first few months of 2024. 

Key Insights

  • 🚗 The rumored refreshed model Y coming by midpoint 2024 is expected to be an even larger upgrade than the Highland, fueling demand for the best-selling vehicle in the world.
  • 💰 The worst may be behind for Tesla as interest rates are lower, potentially allowing them to raise prices in 2024.
  • 📈 The odds that Tesla can hit new all-time highs in 2024 have just increased, putting the shorts in a very bad spot.
  • 💰 Tesla's PE multiple is currently 82, but it's not unreasonable to expect it to expand significantly, potentially doubling the stock price to $522 per share.
  • 📉 The valuation is at the lowest point it's been at, and interest rates are expected to fall big time in 2024, raising questions about the impact on Tesla stock and the potential for shorts to cover their positions.
  • 📈 Tesla had a big day as far as institutional option activity, with 782 hedge fund institutional options trades totaling $2.44 billion.
  • 📉 The total short position in Tesla is likely to cross over $23 billion, making it the most heavily shorted single stock on the market.
  • 📈 Tesla stock could rally to as high as 350 in the first two to three months of 2024 if FSD enters the Chinese market.


 

 

#Tesla #Investment

 

Clips

  • 00:00 🚀 Tesla stock closed above $260 per share, signaling potential for big upside with the rumored refreshed model Y and market pricing in 7 rate cuts for 2024, leading to potential price increases as interest rates lower.
    • Tesla stock closed above $260 per share, marking a significant turning point with potential for big upside.
    • The rumored refreshed model Y coming in 2024 is expected to fuel demand, and the market has finally priced in 7 rate cuts for 2024.
    • Tesla stock may see improvement as interest rates lower, potentially leading to price increases in 2024, and the significance of the $260 per share mark is explained in relation to the stock's decline from its 2021 high.
  • 04:09 🚀 Tesla stock has broken out of a downtrend, creating a trading opportunity and increasing the odds of hitting new all-time highs, but it needs to hold above $260 to avoid a negative outcome.
    • Breaking above a multi-year downtrend trend line can result in huge returns, as seen with the triple Q's and the market itself.
    • Tesla's stock has broken out of a downtrending line, creating a trading opportunity and increasing the odds of hitting new all-time highs, but it needs to hold above $260 to avoid a negative outcome.
  • 07:12 🚀 Tesla stock expected to rise with upcoming delivery numbers and potential entry of FSD into Chinese market, despite current low valuation.
    • Tesla stock is expected to go higher due to upcoming delivery numbers, with estimates around 510,000, and the potential entry of FSD into the Chinese market.
    • Tesla's stock valuation is currently at its lowest point since becoming profitable, with the potential for the price to earnings ratio to double and still be lower than previous highs.
  • 10:23 🚀 Fund managers are under pressure to perform well, and with potential for a rally in Tesla stock due to falling interest rates, there is a chance for new all-time highs.
    • The possibility of a recession in 2024 is uncertain, but with an acceleration of the economy, fund managers cannot afford to underperform, especially when it comes to Tesla stock.
    • Tesla stock valuation is at its lowest point, and with interest rates falling in 2024, there is potential for a rally and a break of a long-term bearish downtrend, possibly leading to new all-time highs.
  • 12:55 🚀 Tax loss harvesting may have caused a sell-off of Tesla stock, but funds are expected to start buying back in January, and any good news is likely to be positive for Tesla stock.
    • The last week of the year is slow for tax loss harvesting, with funds settling their books and waiting until the first or second week of January to start buying.
    • Tax loss harvesting may have contributed to the sell-off of Tesla stock, but it is expected that funds will start buying back in January, and with low estimates for 2024, any good news is likely to be positive for Tesla stock.
  • 15:25 🚀 Tesla stock is attracting institutional investors and experiencing high options activity, with more calls than puts being bought, indicating a bullish sentiment and potential capital influx.
    • Investors are shifting to EVs, with Tesla in a prime position to attract capital, as evidenced by a surge in institutional options trades and a higher bullish sentiment from institutions compared to retail investors.
    • The options chain for Tesla stock showed high activity with more calls than puts being bought, with the $260, $265, $270, and $250 calls attracting the most attention.
  • 18:04 🚀 Consider buying Tesla stock aggressively, especially if it breaks above 260, but the speaker does not recommend it for others.
    • The total short position in Tesla is expected to increase, with Tesla being the most heavily shorted single stock on the market, but the speaker is personally buying Tesla stock.
    • Consider buying Tesla stock aggressively, especially if it breaks above 260, but the speaker does not recommend it for others.
  • 19:46 🚀 Tesla stock could rally to $300 per share in 15-20 days, possibly reaching $350 in early 2024, especially if FSD enters the Chinese market and delivery numbers meet estimates, with a pullback in the first half of 2024 followed by a rally in the second half.
    • Tesla stock could potentially rally to $300 per share within the next 15 to 20 days, with the possibility of reaching as high as $350 in the first few months of 2024, especially if FSD enters the Chinese market and delivery numbers meet estimates.
    • The speaker is not a financial adviser and does not recommend making trades based on their opinion.
    • Expect a pullback in Tesla stock in the first half of 2024, followed by a rally in the second half, especially with the announcement of the next gen model, leading to explosive growth.

 

 

------------------------------------- 0:23:12 2023-12-28T02:20:28Z


0 comments

Leave a comment

#WebChat .container iframe{ width: 100%; height: 100vh; }