For those of us who bought when the Model S was ramping up and getting excited when the stock started rising from $30, I have to say this may be more exciting. With earnings coming to back up the rise, this should be more sustained then the run from 30 to 279. That run was $249 a share and we were rangebound there for a long time. Today we rose about 75% of that run in one day and are up more than $400 from last Monday!
For long term goals, I normally try to think about Tesla before TSLA. That is not easy on a day like today. In the long run, margins from Fremont are going to go over 30% as the site is fully utilized and production efficiencies compound. When Shanghai part 2 opens they will be making 5000 Model 3's a week and the Y ramp will likely be faster then the Model 3. By Q4 Tesla will be running close to 750,000 cars at an annual rate, without the Y fully ramped. Without Berlin, Tesla can approach a 1 million car rate by Q2 and will then start producing another 2000 cars a week out of Berlin and moving closer to 1.5 million by the end of 2021. Then add Model Y assembly from Tulsa\Austin and add some Cyber trucks and Semi's?
An interesting thought on the video about the 3rd industrial revolution. Companies in this 3rd wave will be much more efficient. They won't grow at 2x the 2nd generation companies, they will grow much faster. As Microsoft shifted from Gen 2 to Gen3, their growth has taken off. The FANGS are all Gen3 companies and will continue to outpace their Gen2 industrial precursors. Tesla in many ways is unique, in that it is a manufacturer employing new Gen3 processes in the manufacture of their products, but they are a software company employing the cloud tech propelling Gen3 software companies past their Gen2 counterparts.