It's clear Tesla investors support Musk's vision: Deepwater's Munster following pay package vote
TeslaTesla(US:TSLA) Youtube·2025-11-06 23:06

Core Insights - Elon Musk's continued leadership at Tesla has garnered significant support from investors, with 75% backing his pay package, indicating strong institutional commitment to his vision for the company [2][4][6] - The focus on AI and robotics, particularly the development of Optimus, is central to Tesla's future strategy, despite ongoing fundamental disappointments [5][9] - Achieving ambitious targets, such as producing a million robots, is crucial for Musk to realize the full potential of his compensation package, which is tied to a market cap of $8.5 trillion [9][10] Investor Sentiment - The overwhelming support for Musk suggests that investor confidence is high, making it difficult for Tesla's stock to decline significantly [6] - Institutional investors are aligning with Musk's long-term vision, which is reflected in their backing of his compensation structure [4][5] Financial Targets - Musk's pay package includes ambitious goals, such as reaching a production rate of 10 million units, which could translate to a $300 billion business if achieved [10] - The current expectations for Tesla's revenue are over $100 billion for the next year, highlighting the scale of growth needed to meet future targets [10] Potential Partnerships - There is speculation about a possible relationship between Tesla and Intel, although the technological gap raises questions about the viability of such a partnership [11][12][13] - Musk's focus on securing advanced GPUs suggests that Tesla may prioritize partnerships that enhance its technological capabilities over traditional collaborations [13]