Tesla's margins next year are likely to be very strong.
Vehicle demand tied to FSD v14+ is expected to be significant.
Energy products are poised for heavy demand as AI scale-outs expand.
Tesla's margins next year are likely to be very strong.
Vehicle demand tied to FSD v14+ is expected to be significant.
Energy products are poised for heavy demand as AI scale-outs expand.
The key question is how much of that profit will be allocated to building Robotaxi and Optimus.
The company carries substantial key-man risk centered on its CEO, but assuming the CEO remains healthy, it may offer the best risk-adjusted return over the next decade.
Self-driving at scale will cut the friction and cost of moving people and goods between points A and B, fundamentally reshaping the physical world.
Humanoid robots at scale could reduce the cost of physical labor by 80%+ in many cases, especially in developed economies, further transforming the physical world.
Not financial advice
$TSLA