Tesla Q4 Earnings! ⚡ I 🚗 I 🔌

I shared my thoughts a few days ago in the post Tesla Q4 Earnings? ⚡ 🚗 🔌. The Q4 earnings and the answer of the stock market reminds me of the last quarter: the stock price dropped after the announcement but grew enormously in the weeks/months after.

Same is probably gonna happen again in my humble opinion. The best statement I found so far was from Morgan Stanley:

If we had to distill the message of 4Q into one line it would be: Tesla wants to grow and scale as fast as possible, probably much faster than the market thinks, but this will mean short-term volatility to earnings along the way.

Or as they rephrase: Expand first, Grow margins later. Which is basically what Amazon was (or still is) doing and we know what happened to their stock …