(1) the company is still scaling vehicle volume while driving down battery cost via 4680 in-house production, (2) the long-term, optional upside from commercialization of robotaxi / FSD services could re-rate the multiple, and (3) secular EV and energy-storage demand provides a rising revenue base — together these create a credible route to materially higher revenues, margins and investor multiples even if near-term auto margins remain pressured.
Tesla’s stated plan to commercialize robotaxi/autonomy and sell software/ride services would create recurring high-margin revenue streams vastly larger (per share) than car sales alone — markets and analyst models show that credible progress on robotaxi/FSD expectations gets priced aggressively. Even incremental, verifiable steps (limited commercial deployments, regulatory approvals, higher FSD subscription penetration) can trigger a multiple expansion.
Elon buying $1 billion dollars worth of tsla stock is a huge signal of confidence in the company's growth. He already owns 15% of Tesla's outstanding shares and has a huge trillion dollar pay package waiting for shareholders to approve. Such insider buying will usually trigger more buying from institutions and retail investors.
If tsla stock ever retraces to $380 it will be a massive buying opportunity for long term bulls.
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- Valerie Archibald·09-23other than the big bump to 444 it's steadily climbing right backLikeReport
- fuzzyoo·09-23Your analysis is spot onLikeReport
- JuliusGoldsmith·09-23Absolutely love this insight! 🚀✨LikeReport
- Mortimer Arthur·09-23600eoy or sooner 🚀LikeReport
- AuntieAaA·09-23GoodLikeReport
- LEESIMON·09-23🩷GoodLikeReport
