Billionaire entrepreneur and Tesla Inc. (NASDAQ:TSLA) CEO, Elon Musk, weighed in on a post praising Google-parent Alphabet Inc.’s (NASDAQ:GOOG) new hardware play, and the company’s reemergence as the dominant player in the ongoing AI race.Long-Time Google Critic Turns InvestorOn Thursday, in a post on X, serial AI entrepreneur and digital nomad Pieter Levels, who goes by the name Levelsio, announced that he had purchased over $1 million in Alphabet shares, after being “the biggest Google hater for years.”Le ...

Core Insights - Tesla is shifting its identity beyond electric vehicles (EVs) to include self-driving technology and robotics, which may be beneficial for the company and its investors [1][3] - Investors are increasingly viewing Tesla as a long-term investment, focusing on its self-driving technology and humanoid robots rather than just its EV business [2] - The recent trials of fully driverless vehicles in Austin have positively impacted Tesla's stock, pushing its market capitalization to approximately $1.63 trillion [4] Tesla's Strategic Shift - The company is moving towards "physical AI," with driverless taxis and robotics becoming central to its long-term strategy as the EV market faces uncertainty [3] - Tesla's robotaxi fleet in Austin currently has fewer than 30 vehicles, with plans to expand to 60 by the end of 2025 [5] - The timeline for generating meaningful revenues from robotaxi technology remains uncertain due to regulatory approvals and public confidence [7] Innovations and Future Prospects - Tesla's Optimus humanoid robots are positioned as a significant future innovation, with potential applications in various sectors beyond mobility [8] - The average brokerage recommendation for Tesla is 2.76, indicating a mix of Strong Buy, Buy, and Hold ratings from analysts [9] - Tesla's stock has gained approximately 28% year-to-date and 14% month-to-date, reflecting a positive sentiment despite the broader EV market slowdown [11] ETFs Exposure - Several ETFs have significant exposure to Tesla, including Simplify Volt TSLA Revolution ETF (53.32%), Consumer Discretionary Select Sector SPDR Fund (22.39%), and others [12]

Group 1 - The emergence of robot-driven jobs is expected to transform work processes, driven by the need for large-scale manufacturing to support artificial intelligence [1][2] - Nvidia's CEO Jensen Huang emphasizes the importance of re-industrializing the United States, stating that manufacturing is essential for the success of AI companies and long-term job creation [2][3] - Huang highlights that the revival of trades is crucial for building infrastructure such as chip facilities and data centers, which are necessary for expanding national AI capacity [3][4] Group 2 - A report from JPMorgan Chase indicates that workforce shortages are increasing in critical sectors like manufacturing, AI, and cybersecurity, with technology workforce needs expected to grow twice as fast as the overall labor market [5] - The National Association of Manufacturers reports nearly 13 million manufacturing workers in the U.S., with a slight decline in employment as the sector approaches pre-pandemic levels [6] - Huang asserts that industrial work is vital for AI advancements, as every breakthrough relies on physical systems that require construction, power, and maintenance [7] Group 3 - Huang predicts that robotics will create new industries, referencing Tesla's plans to utilize humanoid robots for internal tasks and eventually offer them to other companies [7]

Core Viewpoint - Tesla is recognized as one of the largest publicly traded companies, driven by its innovative electric vehicle (EV) technology and future prospects in autonomous driving and robotics [1][2]. Group 1: Company Overview - Tesla is the first company to successfully commercialize electric vehicles, which are essential for reducing reliance on fossil fuels and combating global warming [2]. - The company is currently led by CEO Elon Musk, a prominent figure in the tech industry [1]. Group 2: Market Position and Valuation - Tesla's stock trades at a high valuation of approximately 200 times forward earnings, reflecting investor confidence in its potential to dominate emerging markets [4]. - Despite challenges in its core EV business due to increased competition and reduced government incentives, investor interest has shifted towards Tesla's autonomous ride-hailing services and humanoid robots [2]. Group 3: Investment Performance - An investment of $3,500 in Tesla at the end of 2013 has grown to nearly $174,000, representing a total return of 4,869%, significantly outperforming the S&P 500, which would be worth $13,320 over the same period [7]. - The stock remains a contentious topic on Wall Street, with ongoing debates about its high valuation, yet bullish investors have seen substantial gains [5][8].

Core Viewpoint - Tesla's ambitious performance milestones for CEO Elon Musk's pay package could lead to significant stock volatility if not met, with a potential market cap target of $8.5 trillion being particularly challenging [2][4][9]. Summary by Sections Pay Package Details - Tesla shareholders approved a pay raise for Elon Musk that could total $1 trillion, contingent on meeting specific performance milestones over the next decade [2][3]. - Musk could earn nearly 424 million shares, with each milestone resulting in 35.2 million shares awarded [3]. Market Capitalization and Share Price - To meet the final milestone, Tesla's market capitalization must reach $8.5 trillion, implying a share price of approximately $2,400, which is nearly six times the current price of around $420 [4][5]. Performance Milestones - The first milestone requires Tesla to deliver 20 million vehicles, a significant increase from the 1.8 million delivered in 2024 and 7.8 million since its inception [5][6]. - The second milestone targets 10 million Full Self-Driving (FSD) subscriptions, a tenfold increase from an estimated 936,000 subscriptions currently [6]. - Additional milestones include selling 1 million robots and having 1 million robotaxis operational, along with EBITDA targets ranging from $50 billion to $400 billion [7]. Growth Concerns - Investors may be skeptical about the feasibility of these ambitious targets, particularly given the slow progress of robotaxi deployment and the ongoing testing of humanoid robots [9]. - The competitive landscape in the electric vehicle market is intensifying, with companies like BYD, Li Auto, and XPeng rapidly expanding their market presence [10]. Financial Projections - Analysts project Tesla's sales to grow nearly 15% to $110 billion this year, with earnings per share expected to reach $2.27, resulting in a forward price-to-earnings ratio of 185 [11].

Valuation bears had another chance to sharpen their claws after Palantir (PLTR) co-founder and a member of the so-called PayPal (PYPL) Mafia, Peter Thiel, reduced his stake by a considerable 76% in his former colleague Elon Musk's company, Tesla (TSLA). Recent 13F filings revealed that Thiel sold more than 205,000 shares of the EV leader between Q2 2025 and Q3 2025, with the value of the holdings dropping from $86.6 million to $28.9 million. Earlier, Thiel's entire selloff of his Nvidia (NVDA) stake also ...

Core Insights - Achieving a $1 trillion market cap is now a reality for 10 stocks, primarily driven by the artificial intelligence (AI) trade [1] - Tesla has recently joined the ranks of $1 trillion companies, alongside Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta Platforms, and Taiwan Semiconductor Manufacturing [2] Company Performance - Tesla's stock has experienced extreme volatility since the 2024 presidential election, initially rising due to CEO Elon Musk's ties to the Trump administration, but later struggling due to tariffs and poor performance in its core EV business [3][4] - The launch of Tesla's robotaxi business has contributed to a recovery in stock price, bringing it back to all-time highs [4] Business Developments - Tesla has soft-launched its robotaxi business in Austin and San Francisco, with plans to expand to Las Vegas, Phoenix, Dallas, Houston, and Miami in the coming months [6][7] - The company has also made full self-driving software available for purchase by individual Tesla owners [7] Analyst Opinions - Among 34 Wall Street analysts, 14 rate Tesla as a buy, 10 as hold, and 10 as sell, indicating a divided opinion on the stock [8] - The average analyst price target suggests an 11% downside from current levels as of November 12 [8] Valuation and Market Outlook - Tesla's valuation stands at 259 times forward earnings, leading to concerns that the stock may be overvalued [9] - Some analysts, including Dan Ives from Wedbush, maintain a bullish outlook, projecting a $600 price target, which implies a 40% upside and a $1.9 trillion market cap [10] - Ives estimates that the AI and autonomous opportunity for Tesla could be worth at least $1 trillion, with expectations for rapid advancements under the Trump administration [11]

Core Insights - Elon Musk secured shareholder approval for a compensation plan that could potentially yield him up to $1 trillion in Tesla stock, reflecting a bet on Tesla's future growth rather than past achievements [1][2] - Over 75% of shareholders voted to reinstate Musk's 2018 pay package, despite opposition from major investors like CalPERS and Norway's sovereign wealth fund, with the plan contingent on achieving ambitious milestones [2][4] - Musk emphasized that the compensation is an incentive aimed at driving innovation in AI and robotics, which he believes could significantly boost the global economy [3][5] Company Performance - Tesla's current fundamentals remain under pressure, with declining margins and cooling demand for electric vehicles, while the robot program is still years away from commercialization [4] - The reinstatement of Musk's pay package raises expectations for the company, which could negatively impact stock performance if these expectations are not met [4] Investor Sentiment - For investors, the focus is on Musk's vision for Tesla to evolve beyond the automotive sector, with the potential for the $1 trillion compensation to be seen as a bargain if the company succeeds [5]

Core Insights - Tesla's CEO Elon Musk anticipates a regulatory boost from Chinese authorities next year, particularly regarding the Full Self-Driving (FSD) technology [1][2] - Full approval for Tesla's FSD in China is expected around February or March 2026, which would enable the company to conduct tests for its autonomous driving technology [2][3] - Tesla's sales in China have declined by nearly 10%, despite a strong performance in September, with the Shanghai Gigafactory selling over 61,497 units, including a 32% drop in exports compared to last year [4] Regulatory Environment - Musk expects full approval for Tesla's FSD in China, which is currently under partial approval and investigation by NHTSA [2] - The approval would allow Tesla to test its autonomous technology in a competitive market where Baidu's Apollo Go has achieved significant milestones [3] Sales Performance - Tesla's sales in China have seen a nearly 10% decrease, despite a strong September performance [4] - The Shanghai Gigafactory's sales included a notable drop in exports, which fell by 32% year-over-year [4] Future Plans - Musk provided updates on Tesla's future plans, including timelines for the Tesla Roadster and the importance of the Optimus humanoid robots [5] - There is speculation about SpaceX potentially going public in the future, coinciding with an expedited launch timeline for the Starship rocket [5] Company Metrics - Tesla scores well on Momentum and Quality metrics, with satisfactory Growth but poor Value [6] - The company has a favorable price trend across short, medium, and long-term metrics [6]

Core Viewpoint - Tesla shareholders are set to vote on Elon Musk's unprecedented $1 trillion pay package, which is tied to performance benchmarks, at the company's annual meeting in Texas [1][5]. Group 1: Pay Package Details - The proposed pay package includes performance targets such as achieving a $2 trillion valuation and delivering 20 million vehicles, as well as a $3 trillion valuation and 1 million "Optimus" humanoid robots [5]. - This pay package was introduced after a Delaware judge invalidated a previous $56 billion compensation plan for Musk, citing excessive compensation and conflicts of interest [4]. Group 2: Opposition and Concerns - Critics, including proxy advisory firms ISS and Glass Lewis, argue that the proposed salary is excessive and could dilute the holdings of other investors [2][8]. - Norges Bank Investment Management, overseeing Norway's sovereign wealth fund, expressed concerns about the total size of the award and the lack of mitigation of key person risk [7]. Group 3: Potential Consequences - Tesla chairwoman Robyn Denholm and Musk have indicated that he may leave the company if the proposal is rejected, which could impact Tesla's future and shareholder returns [2][9]. - Musk has emphasized the importance of the vote, suggesting that control of Tesla could significantly affect the future of civilization, particularly in relation to artificial intelligence and autonomous technology [3]. Group 4: Market Reactions - Tesla shares experienced a nearly 5% decline in trading prior to the vote, reflecting investor sentiment regarding the proposed pay package [7]. - Major investors like BlackRock, State Street, and Vanguard have not disclosed their voting intentions, adding to the uncertainty surrounding the outcome [11].