Tesla Needs 20M FSD Subscribers Annually To Justify Its Valuation (NASDAQ: TSLA)
TeslaTesla(US:TSLA) Seeking Alpha·2026-01-22 19:52

Core Viewpoint - Tesla, Inc.'s share price remains stable compared to the level noted in a previous bearish thesis from October, indicating a lack of significant positive earnings surprises or notable developments [1]. Group 1: Company Overview - Tesla's share price is currently at a similar level as it was in October, suggesting stagnation in market performance [1]. Group 2: Analyst Background - The article highlights the author's extensive experience as a Chief Financial Officer (CFO) with over a decade in finance, particularly in the oilfield and real estate sectors [1]. - The author has engaged in complex due diligence and M&A transactions both domestically and internationally, showcasing a strong background in financial analysis [1]. - The author has developed an interest in equity research, providing services for a Dubai-based family office with over $20 million in assets under management [1].