Charging Infrastructure - Tesla is conducting resiliency testing at the world's largest supercharger location [1] - The testing is taking place at the Lost Hills Supercharger [1] Community Engagement - Tesla is involving Tesla owners and enthusiasts in the resiliency testing process [1]

GE Vernova Outlook - GE Vernova is considered a core holding in large-cap growth portfolios due to the reanchoring around physical infrastructure in the US [5] - The company was last year's top pick with an 88% return, and is chosen again due to underappreciated opportunities in new orders and service contracts [5] - Trends of electrification and power are seen as drivers for GE Vernova [12] Natural Gas Turbine Market - Natural gas is viewed as the primary solution for firm base load power generation in the near and medium term [4] - GE turbines generate 50% of all electrons globally, excluding China [7] - The company has already surpassed all of last year's orders for natural gas turbines this quarter alone [7] - Turbine capacity has quietly doubled from 50 to 100 [9] - Pricing has tripled over the past 3 years, from $800 per kilowatt to $2,400-$2,500 [9] Service and Recurring Revenue - Each new turbine comes with a service agreement, creating a recurring revenue model [10] - The first outage requiring service isn't for 8 to 10 years, building a long-term revenue stream [10] - An acquisition of Prolle, not currently in models, will be integrated in 2026 [11] Tesla's Evolving Focus - Tesla is increasingly viewed for its autonomy and energy businesses [14] - The automotive business is valued at only $30-$40 per share [15] - Energy has grown to be equal to or slightly more valuable than the auto business [15] - Autonomy makes up over 70% of Tesla's value today [15]

Stock Performance & Market Sentiment - Tesla stock's highs are significant this time [1] Industry Focus - The report analyzes factors influencing Tesla's stock performance [1]

Leadership Commitment - Elon Musk assures Tesla investors of his unwavering dedication to the company's success, regardless of the challenges [1]

Technology & Innovation - Tesla Cybertruck vision system demonstrates strong performance in dense fog conditions [1] - Tesla AI is excelling in diverse climates, suggesting advancements in autonomous driving capabilities [1] - Full Self-Driving (FSD) technology is expected to improve safety and potentially save lives [1]

Investment & Finance - Bill Gates held a massive short position against Tesla, approximately 1% of Tesla's total shares [1] - The short position might have cost Bill Gates over $10 billion [1] Company & Sustainability - Tesla is having the biggest impact on sustainability [1]

RT Max (@MdeZegher)@BLKMDL3 @TeslaCharging Superchargers know when another EV, with a charge port on the front left or rear right is plugged into a short-cable Supercharger stall.Stall availability accuracy should be as high as possible. Site maps visualizes it.https://t.co/42Iub7iHZF ...

Tesla (TSLA) is currently trading like a futuristic AI powerhouse, thanks to a recent robotaxi win. But a closer look suggests its core business of building and selling EVs is only worth a fraction of its market cap. "Tesla is being viewed more and more on autonomy and energy," Jed Dorsheimer, group head of energy research at William Blair, told Yahoo Finance's Opening Bid. Dorsheimer, who evaluates Tesla through the lens of energy and infrastructure, pointed to a startling disconnect in the company's v ...

They see me rollin'They lovin'Patrollin' tryna catch me in my Model Y Performance https://t.co/B9JWMbYwMU ...

Elon Musk looking to move Tesla’s identity beyond EVs may be precisely what the company and its investors need. Tesla (TSLA) shares struggled at the start of the year, weighed down by slowing EV sales and softening demand. However, the sentiment has since shifted sharply, with the stock recently closing at record highs as investors rally around Musk’s robotaxi vision.While investing in Tesla, shareholders are no longer betting solely on its EV business. They are buying into the company’s self-driving techno ...