TSLA: Long BULL!!
There are 4 reasons for long the stock!!![Cool][Cool][Cool]
1. Increased Focus on Robotaxis and Embodied AI:
I am bullish on Tesla's ability to revolutionize the autonomous ridesharing market, citing its advancements in embodied AI as a key differentiator. This reflects broader market expectations for Tesla's autonomous system to achieve superior safety, performance, and cost efficiency compared to competitors like Waymo and Uber.
2. Projected Fleet Growth and Revenue Potential:
It’s forecasted Tesla's global vehicle fleet could log over 1 billion miles traveled per day by 2030. By 2040, Tesla's Mobility Fleet is projected to reach 7.5 million vehicles, generating $1.46 in revenue per passenger mile at a 29% EBITDA margin. This underscores the anticipated scalability of Tesla's autonomous ridesharing model.
3. Strategic Advantages:
Tesla's ability to convert vehicle owners into subscribers could yield recurring, high-margin revenue, positioning it as a significant player in the autonomous and network services sectors. Competitive pricing in autonomous ridesharing could drive consumer adoption, supported by Tesla's integrated hardware and software ecosystem.
4. Potential for Further Upside:
While the analysis primarily focuses on mobility and network services, the firm acknowledged Tesla's potential in other applications of embodied AI, including humanoid robots and aviation, which could unlock additional growth opportunities.
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