Part 7/9:
Gerber suggests that the volatility of Tesla’s stock is a common feature of a company in a rapid transition phase. For long-term investors, he advocates patience, pointing out that recent and upcoming product launches often lead to significant jumps in deliveries and market share, citing historical examples like the Model 3 and Model Y.
He sees potential buying opportunities if Tesla’s stock dips due to short-term concerns. He believes that as full self-driving eventually becomes viable, it will revolutionize Tesla’s offerings. Currently, this technology remains a key risk but also a critical upside driver once resolved.