Tesla, Inc. $TSLA – Investment Thesis

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The most polarizing stock on Wall Street, Tesla is regularly the volume king and the topic of heated debate. Helmed by an eccentric billionaire genius that will stop at nothing to expand our reach on the universe as we know it.

Let’s not try to outthink the room here… This company is revolutionizing the automobile in ways no other ICE manufacturer ever dreamed of and it’s only beginning to have its intended effect. The Model Y is now the best selling car in all of Europe and the demand for its not yet released Cybertruck is off the charts. A backlog of orders exists far beyond what they can produce likely over the next 5 years if all goes according to plan.

Wall Street analysts will have you believe this is just a car company and nothing else. What they fail to understand is Tesla is quietly a top AI player with its Full Self-Driving (FSD) software it has been developing in house for years. Space exploration with SpaceX, global WIFI with Starlink, manufacturing and in-the-home robots with Optimus. The list goes on and on of the many moats this company is digging everyday.

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