Hey everybody, we're off an hour here and today we've got some updates on vehicles from

Gigerbrillin, also got a new Analyst note from Alex Potter of Piper Sandler, news on

Tesla Solar Roof, Tesla Safety Score, and a couple of interesting updates from Toyota

and Ford.

Looking at the markets, well, not a whole lot to say, Tesla today closing down 3.4% to

$995.65, falling below $1,000 per share closing price for the first time this year, while

the NASDAQ today fell another 1.2%.

We're now one week out from Tesla's Q4 earnings report, so at least with the market

going like this, we've got something to look forward to, I don't know if that's going

to change any trajectories, but we've also got the Fed meeting that day too, so interesting

week coming up, but as usual, I would just stay focused on the long term, which is still

looking great as I tweeted out this morning, I think there's a pretty good chance that at

these current share prices below $1,000, Tesla's forward price earnings ratio on a gap basis

is probably going to end up having been below 75 times if we look at it in hindsight at

this point next year.

Now, that's not what the analyst estimates are going to show you right now, but I think

those are probably low.

I think we're going to beat those estimates this year, and a 75 multiple for a company

like Tesla with the growth rate that Tesla has and the remaining total addressable market

that they have is really not the right multiple for it to be trading at.

Doesn't mean it can't happen.

The market can be really, really, really dumb sometimes.

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