Part 9/12:
- Fast Scaling: Aggressive deployment, surpassing 2,700 units, meaning rapid market penetration into multiple cities.
These scenarios provide a framework for tracking Tesla’s progress in real-time, and the data suggest that the inflection point could be hit sooner under optimistic conditions.
The Significance for Investors: Quantifiable Traction Means Stock Upside
The central takeaway is that the green inflection line—representing 5% of Tesla’s 2024 free cash flow—could be crossed as early as late 2023 depending on deployment speed. Once this threshold is breached, analysts will have to reevaluate Tesla’s valuation, with upward revisions potentially pushing the price toward $1,200 to $2,500.