πππ
$Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days. It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots.
You can say that Tesla's car side makes up the vast majority of its revenue. However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers.
Which side am I on? I am on the side of the bank account. Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition.
Calling Tesla a purely AI company is a little too early as it is in its first stage of AI growth.
Tesla's saving grace is its loyal cult of shareholders who value Tesla like a futuristic tech empire rather than an ordinary automaker. Elon Musk is like the real life Tony Stark or Ironman.
@Tiger_comments @TigerStars @Tiger_SG
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments
For now, vehicle deliveries, pricing pressure, margins and capital expenditure still matter more than the science-fiction narrative. Tesla may eventually justify a technology-platform valuation, but investors are already paying for a significant portion of that future today. The next phase will require measurable progress in robotaxi deployment, software revenue and Optimus commercializationβnot just ambitious promises.