Tesla's nearly 1.5 million paid FSD customers and 55% North American attach rate strengthen its software distribution opportunity. See why TSLA stock is a Buy.
Tesla's nearly 1.5 million paid FSD customers and 55% North American attach rate strengthen its software distribution opportunity.
See why TSLA stock is a Buy.
Robotaxi surpassed 380,000 unsupervised miles, while double-digit weekly mileage growth suggests autonomous deployment is entering a new phase.
Energy deployments reached 13.5 GWh, rising 53% sequentially as AI data centers create another potential storage demand catalyst.
TSLA trades near 219x forward non-GAAP earnings, making Robotaxi, FSD, and Optimus execution increasingly necessary to support its valuation.
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My positive outlook on Tesla (TSLA) is driven by the trajectory of where Tesla is heading versus just another quarter of deliveries. The stock price stands at ~$378, well above my earlier analysis, which
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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