$Tesla(TSLA.US)The Bull Case: Innovation vs. Short-Term Noise
- Optimus Breakthrough: The humanoid robot Optimus, now in trial production, could redefine Tesla’s revenue streams. With 22-degree-of-freedom arms and AI trained on 50 billion real-world driving miles, Optimus targets a $500B+ market by 2030.
- Low-Cost Model E41: To reclaim China’s market share, Tesla plans a $30,000 EV leveraging existing Model 3/Y platforms. Cost reductions (20% via Shanghai Gigafactory upgrades) may reignite growth.
- FSD and Energy Storage: Full Self-Driving (FSD) approval in China and energy storage growth (a $400B market by 2030) are underappreciated catalysts. Morgan Stanley predicts a $400 stock price based on energy storage alone.
Verdict: Tesla’s tech moat and optionality justify patience.
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