RT Tesla Owners Silicon Valley (@teslaownersSV)JUST IN: TOSV interviews @stevenmarkryanWe discussed all things Tesla, Elon Musk, his pay package, FSD, Optimus, Tesla Energy & More:TimestampsChannel name 2:18Predicting the future 2:50Federal tax credit 5:25Legacy auto 7:46Earning’s calls 13:11Tesla analysts 16:19Excited for the future 19:23Optimus 22:40Utopia 24:20Tesla’s responsibility 29:01Musk pay package 35:43FSD vs Optimus 39:58Next year for Tesla 47:46Three fingered Optimus? 49:33Energy 52:05 - 55:07Ot ...

RT Tesla Owners Silicon Valley (@teslaownersSV)JUST IN: TOSV interviews @stevenmarkryanWe discussed all things Tesla, Elon Musk, his pay package, FSD, Optimus, Tesla Energy & More:TimestampsChannel name 2:18Predicting the future 2:50Federal tax credit 5:25Legacy auto 7:46Earning’s calls 13:11Tesla analysts 16:19Excited for the future 19:23Optimus 22:40Utopia 24:20Tesla’s responsibility 29:01Musk pay package 35:43FSD vs Optimus 39:58Next year for Tesla 47:46Three fingered Optimus? 49:33Energy 52:05 - 55:07Ot ...

RT Tesla Owners Silicon Valley (@teslaownersSV)JUST IN: TOSV interviews @stevenmarkryanWe discussed all things Tesla, Elon Musk, his pay package, FSD, Optimus, Tesla Energy & More:TimestampsChannel name 2:18Predicting the future 2:50Federal tax credit 5:25Legacy auto 7:46Earning’s calls 13:11Tesla analysts 16:19Excited for the future 19:23Optimus 22:40Utopia 24:20Tesla’s responsibility 29:01Musk pay package 35:43FSD vs Optimus 39:58Next year for Tesla 47:46Three fingered Optimus? 49:33Energy 52:05 - 55:07Ot ...

RT Tesla Owners Silicon Valley (@teslaownersSV)JUST IN: TOSV interviews @stevenmarkryanWe discussed all things Tesla, Elon Musk, his pay package, FSD, Optimus, Tesla Energy & More:TimestampsChannel name 2:18Predicting the future 2:50Federal tax credit 5:25Legacy auto 7:46Earning’s calls 13:11Tesla analysts 16:19Excited for the future 19:23Optimus 22:40Utopia 24:20Tesla’s responsibility 29:01Musk pay package 35:43FSD vs Optimus 39:58Next year for Tesla 47:46Three fingered Optimus? 49:33Energy 52:05 - 55:07Ot ...

Last time I wrote about Tesla (NASDAQ: TSLA ) in mid-September, where I assigned a "Hold" rating on the stock. I discussed the Tesla Energy business growing as a bright spot as well as risks in theHi, I'm a dedicated Stock Analyst aiming to identify clear winners in the market. I'm here to help others make informed investment decisions by delivering clear, insightful, and easy-to-understand financial content. My work has been featured on several leading platforms, including Yahoo, MSN, Nasdaq, InvestorPlace ...

Core Viewpoint - Tesla Inc. has received an upgrade from Baird analyst Ben Kallo, who raised the stock rating from Neutral to Outperform and increased the price target from $320 to $548 following the announcement of a new pay package for CEO Elon Musk, which is seen as beneficial for shareholders [1][2]. Company Performance and Future Outlook - Despite setbacks in Tesla's vehicle segment, investor focus is shifting towards the company's long-term initiatives and future growth potential [2]. - Kallo suggests that Tesla is positioned as a leader in the AI sector, indicating a potential "physical AI inflection ahead" [3]. - The new pay package for Musk includes ambitious goals that create incentives for both Musk and the company over the next decade [3][4]. Pay Package and Market Cap Projections - The pay package milestones are tied to Tesla's market cap, vehicle delivery goals, Full Self-Driving (FSD) subscriptions, Optimus Bot deliveries, robotaxi operations, and adjusted EBITDA [4]. - If Tesla meets the outlined milestones by 2035, Kallo estimates the market cap could exceed $5.5 trillion, with stock value projections ranging between $1,400 and $3,000 [5]. Key Catalysts and Events - Significant catalysts for Tesla's stock movement include the approval of Musk's pay package, advancements in the Optimus project, growth in the Tesla Energy business, the launch of the Tesla Semi, and the introduction of more affordable electric vehicles [5]. - The recent purchase of approximately $1 billion in Tesla stock by Musk is viewed as a positive indicator for the company's future [6].

RT Tesla Energy (@teslaenergy)https://t.co/pg9Xpt6nV0 ...

Company Overview - Tesla Energy shared a link [1]

Group 1 - The article presents a bullish perspective on Tesla stock, highlighting a modest recovery in brand image [1] - There is an anticipated demand inflection in Tesla's Energy segment, which could positively impact growth [1] - Long-term tailwinds from advancements in full-stack AI and autonomy are expected to benefit Tesla [1]

Core Insights - Tesla's business model relies significantly on government regulations and incentives, contributing to a substantial portion of its profits, particularly from its energy division [1] - Recent legislative actions by House Republicans threaten to repeal key tax credits for clean energy projects, which could severely impact Tesla's energy revenue [2][4] Group 1: Tesla's Energy Business - Tesla's energy division generated $2.7 billion in revenue in the first quarter, marking a 67% year-over-year increase [2] - The company has been actively lobbying against the repeal of energy tax credits, emphasizing the importance of these incentives for energy independence and grid reliability [3][4] - Current tax credits allow homeowners and clean energy developers to claim 30% on new solar installations, with provisions set to expire at the end of 2032, but proposed changes could end these credits four years earlier [4] Group 2: Legislative Impact - The reconciliation bill passed by House Republicans could have a devastating effect on Tesla's energy division if it proceeds through the Senate [2] - The proposed legislation could hinder the deployment of 60 gigawatts of renewable energy capacity annually, which is crucial for supporting AI and domestic manufacturing [6] - The broader clean energy sector has already seen significant declines in stock prices due to the threat of repealing the Inflation Reduction Act, with companies like Enphase, SunRun, and First Solar experiencing substantial losses [8]