BTS
2025-11-08

Elon Musk has a strong track record of beating ambitious goals, but achieving a $8.5 trillion market cap will be incredibly difficult due to increasing competition and market saturation 。。。

While Musk has demonstrated remarkable innovation, sustaining such success amid growing competition in the EV market remains uncertain

The pay plan incentivizes Musk to drive higher EV valuations, but the immense pressure could backfire if growth slows or his attention is divided among other ventures

Tesla Motors (TSLA) has significant opportunities in EV adoption, energy solutions, and autonomous driving, but it faces challenges from rising competition, production bottlenecks, and increasing regulatory scrutiny

Tesla is at a crossroads, balancing major opportunities and risks, which will largely depend on Musk’s ability to sustain innovation and navigate growing pressures

Tag :@Huat99  @Snowwhite  

Win and take it all or lose for nothing? Can Musk make it right again?

@Tiger_comments：
$Tesla Motors(TSLA)$ shareholder meeting vote is set to begin today, and the market widely expects Musk’s compensation package to pass. Tesla investors now face an unprecedented decision — one that could redefine the rules of executive pay and corporate governance. Win, and Musk takes it all. Lose, and it’s all for nothing. This isn’t Musk’s first all-in gamble. His pay-for-performance plans date back to 2012, when Tesla’s market cap was just $3.2 billion. At the time, management set 10 performance milestones — the toughest being a $43.2 billion valuation target. That meant Tesla would need to grow more than tenfold. In addition to valuation goals, operational milestones were also set, such as reaching 300,000 vehicles in cumulative production. Musk not only met but beat those goals years ahead of schedule, hitting the market cap target in just five years. Then in 2018, Tesla approved another record-breaking $50 billion compensation plan for Musk — when the company itself was worth just about $50 billion. Once again, Musk unlocked every single milestone. Now comes yet another trillion-dollar pay package, spanning the next decade, with new challenges stacked high: Musk must remain at Tesla for at least 7.5 years. He must also provide a succession plan for his long-term CEO role. Tesla’s market cap must surge from its current $1 trillion to $8.5 trillion — nearly twice the size of $NVIDIA(NVDA)$’s current market value. With Tesla’s valuation at only $1.4 trillion, Musk’s proposed $1 trillion compensation has sparked debate. Is Musk truly the once-in-a-generation genius who can crush all targets again? And will this ambitious pay plan motivate him to multiply Tesla’s market cap several times over once more? $XPeng Inc.(XPEV)$’s newly unveiled robot has sparked huge controversy, while $Uber(UBER)$ says autonomous driving is unlikely to be profitable anytime soon. So for Tesla — is it now facing more challenges or more opportunities?
Win and take it all or lose for nothing? Can Musk make it right again?

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  • Enid Bertha
    ·2025-11-14
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    Tesla's September gap from sub-$350 was never justified fundamentally. Weak earnings + sudden vertical rally = pure speculative airflow. Now the chart is just correcting back to reality.

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      [smile]
      2025-11-16
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  • Mortimer Arthur
    ·2025-11-14
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    Tesla is risk on coal mine canary. World stock crash coming if Tesla flops. Musk better cook up another lie pronto!

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      [smile]
      2025-11-16
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  • chipzzy
    ·2025-11-09
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    Incredible insights! Love the analysis! [Great]
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      [smile]
      2025-11-14
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