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![jakebrowatzke Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::244848653.png) Jake Browatzke 🚀 [@jakebrowatzke](/creator/twitter/jakebrowatzke) on x 31K followers
Created: 2025-07-24 00:32:41 UTC

$TSLA's Q2 call shows long term story remains strong, but short term headwinds should be expected.

Nothing in the call to make long term investors waver.

I will be making no changes to my parents $TSLA position. But personally as someone all in $LMND, the call gave me no reason to change my perspective that Lemonade will outperform Tesla over the next XX years from its much smaller base.

That said $TSLA could easily 5x within X years and if we saw a 4x-5x in $LMND by year end to my fair value target of $190, combined with some Tesla weakness, I would adjust forward looking ROIC expectations and would likely begin adding back into Tesla.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948179492301582477/c:line.svg)

**Related Topics**
[$tsla](/topic/$tsla)
[q2](/topic/q2)
[$tslas](/topic/$tslas)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)
[$lmnd](/topic/$lmnd)

[Post Link](https://x.com/jakebrowatzke/status/1948179492301582477)