Winter: First quarter was solid. Data dorks can fuss about the numbers all they want, but no matter how you dissect them, Tesla is off to a decent start — despite China Syndrome! This first-quarter performance should buoy the stock until the stationary battery reveal April 30.
Spring: With any luck, JB Straubel will skillfully educate the masses about the immense $$ opportunity in clean energy storage. We’d benefit from a softcore version of his excellent keynote from a while back. The public needs to see Tesla as a team of brilliant engineers, not a quirky billionaire’s pet project. JB needs more spotlight in 2015, the year Tesla grows more tentacles as it enters clean energy storage and releases another model.
Summer: With the topic of stationary storage — and Tesla’s vanguard position in it — buzzing around the blogosphere all spring, the weather will change. Gas prices will change. People will start spending $100 a week again to keep their uncouth Rovers and Cayennes drunk and happy. Then comes Model X to make them feel all sluggish-like, wasteful and worst of all, unfashionable.
Fall: China finally notices that Buick sucks, smog sucks, and range anxiety is about anxiety more than range.