$TSLA
🔞🔞 Many may not like it, but I personally love it when $TSLA stock tanks 🤔
It’s bc it gives long-term investors who actually understand what’s happening under the hood and know where this company is headed, another opportunity, instead of having your $ be lazy and just sit in cash 🤔
I think one of the big reasons the stock is down today, despite a very strong earnings report is bc investors are shocked about the upcoming capital expenditure spending ✴️
This is the moment Tesla stock started selling off on the Q4 2025 earnings call 👀
“We’re making very, very big investments… this is going to be a very big CapEx year. That is deliberate, because we’re building for an epic future.” - Elon Musk 🤔
“CapEx in 2026 is expected to be in excess of $20 billion… this is the right strategy to position the company for the next era.” - CFO Vaibhav Taneja
Wall Street may hate this, but I love it 🚸
This is EXACTLY what I mean when I say Elon doubles down the bigger he gets. While most CEOs get cautious as their companies get larger, Elon does the complete opposite ⚡️
This is what Tesla’s capex was over the years ⌛️
• 2021: $6.5B - First major Gigafactory builds
• 2022: $7.2B - Cybertruck & Semi ramp prep
• 2023: $8.9B - Energy storage + vehicle expansion
• 2024: $11.3B - Texas, Berlin, heavy factory investment
• 2025: $8.5B - Strategic pause, optimizing what’s built
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌