Christopher Dungeon
@ChrisDungeon
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All-in $TSLA since 2019. Subscribers unlock DM access + get my unfiltered, short and long-term Tesla takes.
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Joined August 2013
$TSLA cheat sheet >20x trailing 12-month revenue = overpriced 13-20x = expensive 8-12x = fair priced 5-7x= cheap <5x = bargain basement prices
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Shooting for 50% FSD miles on Cyberbeast. Why? Mad Max has no clue it has 845hp ๐ฅ๐
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$TSLA Robotaxi & Unsupervised FSD launch in 2026 SO WHAT? Trillions in autonomy revenue incoming. T R I L L I O N S ๐ฅ๐คฏ
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$TSLA trading at 2x Tim Walz bottom on the day he announces his exit from the Governor's race. Most entertaining outcome always wins ๐ฅ
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$TSLA EPS growth, revenue growth and a wall street re-rating likely won't happen until the second half of this year. Big Money will begin surreptitiously front running shortly after Cybercab production ramp May-Aug. When will things really start heating up? Sept-Oct ๐ฅ
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Calling it... SpaceX IPO and $TSLA stock split will happen within 1-2 months of each other ๐ฎ
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Keep in mind that Elon will be funding Republicans into the midterms and this will more than likely put negative pressure on $TSLA (at least temporarily). Decent chance we see a repeat of 2025's dip before Cybercab production ramp. Mind your short-term bets.
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$TSLA will likely continue to selloff in this major transition period to Cybercab production ramp and Robotaxi service expansion. Why? More sellers than buyers. TSLA has transitioned to a show-me state.
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Biggest question for $TSLA in 2026? Will it split ๐๐ฅ My vote? Yes, but only if we cross over $2T or about $620 with continued strength after Cybercab production ramp. WEN split? August
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For those wanting more color on selling 1% ๐๐ป Generally spend this 1% on enjoyment throughout the year but profits from $TSLA options in 2025 exceeded $2M so looking to redeploy these funds instead.
For those of you who remember, I sold 1% of my $TSLA holding on the last trading day of December at $420.69. Collected over $500K and will clear $420K after state and federal taxes. That 1% I sell every year is for enjoyment purposes only. However, I will delay that enjoyment
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Rolled 1% of $TSLA position into cash on Dec 31st. Waiting on a dip between now and Cybercab's April production ramp. Any major delay in deploying Cybercab or expanding Robotaxi will send TSLA lower in the short term. Buyer at $250 and under. Wise to never say never with TSLA.
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Huge opportunity in $TSLA if we see a pullback from now until Cybercab production ramp in April. Reminiscent of Model Y 2020 ramp. Model Y contributed significantly to overall growth in 2020 and validated Teslaโs ability to scale new models efficiently. TSLA in 2020? +731% ๐ฅ
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"2026 will be epic!" ๐ฅ $TSLA
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Elon on $TSLA Cybercab production.
@SawyerMerritt Just testing the production system. Real production ramp starts in April.
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Unplugged Performance really outdid themselves with their UP-RW Road Warrior. Photos do them zero justice. They are gorgeous IRL ๐ฅ Well done @BenSchafferUP ๐ป Can't wait to get them swapped on M3P soon. Stay tuned!
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"I'm not an investor. I like to make technologies real that I think are important for the future and useful in some sort of way." @elonmusk Keyword "real" $TSLA FSD is blowing minds ๐คฏ
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