January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!

Tesla Financial Data from Main Street: https://mainstreetdata.com/TSLA#

0:00 Intro/$800B Valuation
0:41 Q4 Deliveries
2:52 Financials Overview
4:54 Valuation
6:08 Cybertruck
8:41 FSD V12
10:25 Robotaxi
13:27 FSD Priced in?
14:05 Teslabot Optimus
15:27 Balance Sheet Transformation
15:54 Free Cash Flow
16:46 Megapack/Eenergy
17:48 Disrupting Itself
18:39 Tesla Still My Biggest Position
24:50 Optimus & FSD Alpha

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Disclaimer: I'm not a financial advisor and I'm long Tesla stock at the time of publishing.