Tesla(US:TSLA) Benzinga·2025-10-23 06:30Group 1: Strategic Concerns - Investment firm Gerber Kawasaki's co-founder Ross Gerber believes Tesla's shift away from electric vehicles (EVs) could be a strategic error for the company [1][2] - Gerber maintains that Tesla's core automotive and energy business could still be valued at $150 per share, despite the stock price being heavily influenced by future product hopes, particularly in Robotics and Full Self-Driving, which he estimates could push the stock to $300 per share [2][3] - Gerber emphasizes that Tesla should concentrate on its EV business, which remains "wildly profitable," and that the company produces "the best cars in the world" [3][4] Group 2: Elon Musk's Comments and Concerns - During an earnings call, Musk expressed discomfort about not having enough influence over Tesla, especially ahead of a shareholder meeting where a new CEO compensation package worth $1 trillion would be voted on [5][6] - Musk's comments about building a "robot army" raised concerns for Gerber, who questioned the implications of such statements [4][6] - Musk criticized proxy advisory firms during the earnings call, labeling them as "corporate terrorists" for opposing the new CEO compensation package [7]