Tesla's energy storage and generation doesn't get enough attention: Requisite's Bryn Talkington

Core Viewpoint - The discussion highlights the mixed sentiment surrounding Tesla's stock performance, particularly in light of the anticipated loss of EV credits and the company's ongoing developments in energy storage and robo-taxi services. Group 1: Stock Performance and Market Sentiment - Tesla shareholders have been aware of the impending loss of EV credits, leading to a pull forward in sales expectations, which has now been recognized in the stock price [2] - Despite record sales, Tesla's sales and earnings have declined over the past year and a half, raising concerns about margin pressure [4] - Investors continue to view Tesla as a high-growth company, which supports its stock price despite eroding fundamentals [5][6] Group 2: Energy Storage and Power Generation - Tesla's energy storage segment reported over $800 million in gross profits year-over-year, indicating significant growth potential in power generation [3] - The company is seen as having a "Trojan horse" opportunity in the power generation market, which could be a key growth driver in the future [3] Group 3: Robo-Taxi Business - The profitability of the robo-taxi business is highlighted, with the potential for a single robo-taxi to be more cost-effective than multiple Whimos [9] - There is optimism about the upcoming transition to unmanned robo-taxis in Austin and potentially San Francisco, which could serve as a catalyst for growth in this vertical [10] - The competitive pricing of robo-taxis compared to traditional ride-hailing services like Uber and Lyft is expected to attract consumer attention as the service expands [10]