I increased my Tesla position, driven by its high-stakes bet on full self-driving (FSD) and the robotaxi future. Despite near-term headwinds like softer sales, high interest rates, and the looming EV tax credit phase-out, Tesla’s true potential lies beyond vehicle sales. Successful, unsupervised FSD deployment could unlock a multi-billion-dollar recurring revenue stream and position Tesla as a dominant mobility platform provider. While the valuation is lofty and the risks are significant, the upside from FSD and robotaxis could redefine the company’s growth trajectory and deliver outsized long-term returns for bold investors.
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- DeltaDrift·2025-08-12Well justified trade[Smart]LikeReport
- mizzmo·2025-08-12Bold move! 🚀LikeReport