1. This stock has been driven up by two key factors ... algo programs playing momentum and the advent of ‘investing’ by a new class of investor. Two points - First, ‘programs’ add, shift, and pare back positions. So far, any program that has gone long TSLA on a pairs trade has little / no reason to leg out. That will change when and only when the momentum changes. Second, this new investor class - while sitting at WeWork or their mom’s basement doing ‘consulting’ - has turned this stock into a religion. This group will provide support so long as kombucha and beard wax prices stay in check, until some lonely person swipes right on their profiles (not likely), or until their moms grow tired of the smell of kombucha & vape and force them into their own studio apartments. My guess - their moms are more patient than the shorts have money. 2. Tesla makes a very nice car for those that are determined to go EV and / or be the hip guy (or girl) at the office. Note - investors above will never own one. They drive a ‘11 Camary that has never seen a car wash. 3. The Model Y looks like the best product yet given its range and broad utility within today’s automarket. Model 3 will become passé, but I have to imagine Tesla expected this. 4. Those who have reportedly put deposits on the Cybertruck have, in effect, simply provided Tesla with $50M in free working capital. Question - do you really think there are 500k folks that are actually going to buy a ‘truck’ that looks like the love child of a Pinewood Derby car and a Coor’s Light can? I am going to posit no. In fact, there is a far >0% chance they never produce it. Other than maybe in Austin, show up for a business meeting in Texas in a Cybertruck and you have - best case - a curiosity & conversation piece and, more likely - the need to rebuild credibility to an extent that would normally be associated with wearing red shoes and rocking a Mohawk. 5. For most folks, the day-to-day dance steps required to own an EV do not work. Not enough range for travelers, not enough charging infrastructure for most commuters, and no one is going to want to sit for 15-60 minutes at a charger with a car full of kids between dance, soccer practice, and a trip to the orthodontist. These practical barriers will fall, but not quickly. 6. Along the same line, the idea of buying a car that can only be serviced or repaired at a very limited number of locations is a practical problem. How many people will want to drive 25 to 300 miles to get their rattle fixed? 7. Competition is on the horizon. Technology (braking, power conversion, battery composition, driver tech) is already evolving. It will be impossible for one company to win on all fronts. This is a one-car race today, but the stakes to date have been small. As the purse grows, so too will the number of quality entrants. 8. Their power businesses each fall somewhere between feeble and really quite poor. Yes, I have a fair amount of industry insight. These should be considered money losers for as far as the eye can see (or until they offload to some PE geniuses). Hope they choose Plan B. 9. Roofing ... ignoring the purchase economics and execution practicality entirely (both are utterly abysmal), how much are you willing to pay for a shingle company? There already exist a wide variety of roofing products with heavy ES (no G) attributes that do not require you to spend 2-4x to get there. Unless consumers choose or want to remove themselves from the grid, they could do themselves & the world a favor by installing a quality enviro shingles, buying output from a community solar project, moving on. Folks will figure this out. In summation, and as someone who has been on both sides of this mess as an investor and trader (I say both in a self-deprecating manner), please go find something else to play with. This stock has gone from being a risky investment with a long-term / iffy payoff, to a trade, to a penny stock with a nearly 4 finger handle. Do yourself a favor - re-position you’re index ETFs to match your risk tolerance and take your kid to her soccer practice.Via a user.Below, TSLA stock uptrend is holding strong. For now. $TSLA, Tesla, Inc. / H1