RT Tesla Owners Silicon Valley (@teslaownersSV)Starbase is the Gateway to the Moon, Mars and Beyond.It’s the most inspiring place on Earth.https://t.co/9LIYdGYiZO ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok Imagine’s multi-image edit now lets you create videos from up to 7 images. 🎬Turn stills into motion — instantly. https://t.co/EMDfjSD1G1 ...

Chibi makes the image a video.Elon Musk and me in 2022. https://t.co/9kTicePMXvTesla Owners Silicon Valley (@teslaownersSV):Elon Musk and me back in 2022. https://t.co/RJgniljum2 ...

RT Roland Pircher (@piloly)This quarter, one in three cars sold in Norway is a Tesla. Tesla is dominationg this market. 🇳🇴 https://t.co/T6EW6OjpFD ...

Is TSLA a good stock to buy? We came across a bullish thesis on Tesla, Inc. on PrimeTrading’s Substack by Alex. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $ 399.27 as of March 17th. TSLA’s trailing and forward P/E were 369.69 and 192.31 respectively according to Yahoo Finance. Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States and internationally. TSLA is unde ...

Core Thesis - Tesla, Inc. is undergoing a strategic transformation from an electric vehicle manufacturer to a vertically integrated Physical AI and robotics company, with its automotive operations serving as a funding engine for this transition [3][5]. Financial Performance - As of March 17th, Tesla's share price was $399.27, with trailing and forward P/E ratios of 369.69 and 192.31 respectively [1]. - Automotive revenue is projected to decline by 10% to $69.5 billion in 2025, yet gross margins have expanded to 17.7% through cost efficiencies [3]. - The energy generation and storage division has seen a 48% year-over-year increase in deployments to 46.7 GWh, generating $12.8 billion in revenue with nearly 30% margins [4]. Robotics and AI Initiatives - Tesla is aggressively pursuing humanoid robotics through its Optimus project, targeting a multi-trillion-dollar total addressable market [5]. - The company is reallocating resources by discontinuing Model S and X production to convert its Fremont facility into a dedicated robot manufacturing hub, aiming for an annual production of one million units [5][6]. - Optimus is expected to integrate into internal factory operations by 2026, with external commercialization to follow [6]. Capital Expenditure and Financial Position - Tesla has over $20 billion in planned capital expenditures and a cash reserve of $44 billion, which positions the company to build a significant compute and manufacturing advantage [7]. - Despite elevated valuations, Tesla presents asymmetric upside potential if it successfully monetizes robotics at scale, positioning itself as a leader in the emerging Physical AI supercycle [7].

RT Josh Kale (@JoshKale)Tesla’s TeraFab officially begins TODAY 🏭 This is make or break for possibly the whole AI industryElon’s trying to build a 2nm chip fab from scratch. The most advanced process node on Earth.Only 3 companies can do this. TSMC spent $165 billion on their Arizona cluster alone. It took decades of institutional knowledge.Tesla has manufactured zero semiconductors. Ever.But they don’t really have a choice choice:Even in the best-case scenario where TSMC, Samsung, and Micron all max out pr ...

RT Nic Cruz Patane (@niccruzpatane)This isn’t China. This is California.Tesla built the world’s largest Supercharger station in Lost Hills, CA, called “Oasis.”The site features 11 MW of solar capacity. Energy is stored in 10 Tesla Megapacks, providing 39 MWh of battery storage to power 164 stalls. https://t.co/sJJWy6a31R ...

Grok is the most helpful resource I have in my phone.It’s the only AI that’s unbiased and truth seeking. ...

RT Zack (@BLKMDL3)Tesla Semi in the wild transporting a full load of cars! https://t.co/zGvuYDFKRv ...