TSLA Energy in 10 points
— Zerosumgame33 (@Zerosumgame33) January 27, 2023
✅Replacement demand [fossil fuels --> solar/wind]
✅Wall St. ignoring Energy growth/margins in estimates. Energy storage a nascent investable theme
✅New Lathrop factory 10K units per year ramped 3Q'23
✅Industry demand > capacity = pricing power