My Tesla SUPER TRADE for March
Overall SentimentBullishStrength: 75%
Overall Thesis
Jo lays out a Tesla super-trade thesis for March: an expected announcement of the affordable 'Model Q' (possibly on the Cybercab platform) and a launch event in May/June could drive a $100+ move off $338, informed by Lars Moravy confirming Cybercab hardware ramp and lower-cost models for summer.
Narratives
TSLATesla
BullishUpcoming affordable-model announcement and potential convergence with Cybercab platform could catalyze a meaningful move higher in the next 8 weeks.
Key Arguments
- Lars Moravy (VP Engineering) confirmed Cybercab Austin ramp and new lower-cost models for summer.
- Cybercab platform merger with affordable Model Q would be hugely bullish.
- Announcement likely April/March based on summer launch timing.
- Survey: 50% of viewers expect Model Q = robotaxi variant, 80% aggregate bullish outcome.
- Core business needs sub-$30K model to grow from 2M to 5M units/year.
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