RT HahaYes, Tesla's Hedgehog Mascot (@hahayes)A preview of today’s Medellin 🇨🇴 Tesla inauguration @ 9am.The 2nd video is at 9pm. Non-stop lines for 12 hrs straight. Imagine this will continue a while.Shhh but Tesla knocked pre-orders outta the park in Colombia! Soon, they’ll be everywhere! 🥳@Tesla @Tesla_LatAm https://t.co/A3rsnJ22oL ...

We mentioned the market share that Tesla has in China. So these sales decline there at this point. Is this still a big deal.The fact that they're, you know, they're not really able to generate a lot of sales and they're facing a lot of rising domestic competition. >> Yes. So China's never been the reason we own Tesla or I think, you know, should own Tesla.I mean, Tesla, the writing was always on the wall with China uh for Tesla because of the fact that they just simply cannot compete on price to the degree ...

Core Insights - Tesla is mandating its suppliers to eliminate components made in China for the production of its vehicles in the U.S. [1] Company Impact - This decision reflects Tesla's strategy to reduce reliance on Chinese manufacturing in its supply chain [1] - The move may influence supplier relationships and sourcing strategies within the automotive industry [1] Industry Implications - The requirement could lead to a shift in the supply chain dynamics for electric vehicle manufacturers, as they may need to seek alternative sources for components [1] - This action may also impact the broader automotive industry, particularly in terms of cost and availability of parts [1]

Core Viewpoint - Tesla's share price experienced a significant decline of 6.6% on November 13, 2025, which may present a strategic entry point for investors despite the unsettling nature of the drop [1]. Group 1: Reasons for Tesla's Stock Decline - The decline in Tesla's stock was part of a broader sell-off in the technology sector, compounded by specific challenges faced by the company [4]. - The electric vehicle market in China is undergoing a severe price war, leading to a drop in Tesla's market share from 8.7% in September 2025 to 3.2% in October 2025, marking its lowest level in over three years [5]. - Tesla's valuation is under scrutiny, with a forward 12-month earnings ratio of 171.1X compared to the industry's 89.88X, raising concerns about the stock being overpriced relative to its fundamentals [6][7]. Group 2: Future Prospects for Tesla - Despite current challenges, Tesla is pursuing innovative projects that could drive long-term growth, including the development of the Optimus humanoid robot and a Robotaxi network [8]. - Plans to establish a production line for 1 million units of the Optimus robot suggest that non-automotive segments could represent up to 80% of Tesla's future valuation, according to CEO Elon Musk [9]. - The success of these transformative technologies remains uncertain, as their execution and profitability are still in early stages [10]. Group 3: Investment Alternatives through ETFs - For investors looking to mitigate risk while gaining exposure to Tesla, ETFs that include Tesla among their top holdings are recommended, such as XLY, VCR, DRIV, and IDRV [2][11]. - The Consumer Discretionary Select Sector SPDR Fund (XLY) has $23.62 billion in assets, with Tesla comprising 20.16% of its holdings, and has gained 4.1% year to date [13][14]. - The Vanguard Consumer Discretionary ETF (VCR) has $6.4 billion in net assets, with Tesla at 18.18%, and has increased by 2.3% year to date [15]. - The Global X Autonomous & Electric Vehicles ETF (DRIV) has $334.15 million in net assets, with Tesla at 3.17%, and has surged 29.2% year to date [16][17]. - The iShares Self-Driving EV and Tech ETF (IDRV) has $171.08 million in net assets, with Tesla at 4.43%, and has soared 34.1% year to date [18].

We recently published 10 Best AI Stocks to Buy According to American Politicians. Tesla Inc (NASDAQ:TSLA) is one of the best AI stocks to buy. According to disclosures made on Oct. 22, Congresswoman Lisa C. McClain’s spouse bought Tesla Inc (NASDAQ:TSLA) shares worth between $1,001 – $15,000 on Sept. 11. The stock has gained about 20% since then. Congresswoman Marjorie Taylor Greene also bought Tesla Inc (NASDAQ:TSLA) shares worth between $1,001 – $15,000 on Oct. 15. While Elon Musk received shareholder ...

Core Points - Tesla shareholders approved Elon Musk's compensation package valued at nearly $1 trillion, receiving over 75% of votes in favor, marking it as the largest CEO pay plan on record [2][6] - The pay plan allows Musk to potentially gain a 25% stake in Tesla, contingent on achieving specific performance targets, including a market cap of $8.5 trillion and profits of $400 billion [3][6] - The approval reflects investor enthusiasm for Tesla's transformation into a leader in robotics and AI, despite some concerns regarding the lack of safeguards against key-person risk [2][4] Financial Targets - To unlock the full financial reward from the pay package, Tesla must meet ambitious goals: 20 million car deliveries, 1 million robots sold, and 1 million robotaxis operational [3] - Currently, Tesla's market cap is approximately $1.3 trillion, with reported earnings before interest, taxes, depreciation, and amortization (EBITDA) of $4.2 billion for the third quarter [3] Investor Sentiment - The shareholder meeting demonstrated strong support for Musk's vision, with attendees expressing excitement about Tesla's future beyond just electric vehicles [2][4] - Wedbush analyst Dan Ives noted that shareholders have secured Musk as a "wartime CEO" amid the AI revolution, maintaining a buy-equivalent rating on Tesla stock with a 12-month price target of $600, indicating over 40% upside potential from a recent price of $426 [4]

Core Viewpoint - The company is optimistic about its future, with a focus on achieving significant financial metrics and advancements in robotics and AI technology [1][2][3]. Financial Metrics - Shareholders approved a pay package for the CEO, with 75% voting in favor, allowing the company to focus on achieving an $8.5 trillion market cap in ten years and $400 billion in EBITDA during that period [2][3]. - The CEO aims to create an incremental $7 trillion in market cap, with a personal stake of $1 trillion, primarily through stock rather than cash [6][7]. Robotics and AI Development - The CEO made ambitious promises regarding humanoid robots performing surgeries and establishing bases on the Moon and Mars, although there are significant technical challenges ahead [3][4]. - The company is designing its own chips specifically for autonomy in robots and cars, which poses competition to established chip manufacturers like TSMC and Nvidia [5][6]. Business Strategy - The core business remains focused on producing cars, which is essential for the proliferation of physical AI, as the company does not plan to license self-driving technology to other automakers [9][10]. - There is a proposal for the company to invest in X A.I., which is linked to the CEO's side projects, indicating a potential strategic direction for integrating AI technologies across platforms [11][12][13]. Competitive Landscape - The company faces formidable competition from Chinese startups in humanoid robotics, which are advancing rapidly in technology and investment [15].

Group 1 - Air travelers are facing challenges due to a prolonged government shutdown, impacting travel plans and airport operations [1] - Holiday retail sales are projected to exceed $1 trillion, indicating strong consumer spending and economic activity [1]

Core Viewpoint - Tesla's annual meeting is focused on shareholder voting regarding Elon Musk's compensation package, which could potentially be worth up to a trillion dollars over the next decade if performance targets are met [1] Group 1: Shareholder Concerns - There is significant concern among Tesla and Elon Musk supporters about the company's valuation if Musk's compensation proposal does not pass, as his vision is integral to the company's high stock value [2][3] - Some shareholders are voting against the compensation proposal, feeling they are being held hostage by Musk's demands for control over the company [4] - The chair of Tesla, Robin Denholm, has expressed that the company’s future without Musk could be unfavorable for investors [3][4] Group 2: Musk's Control and Vision - Musk seeks more control over the company to prevent potential issues, such as activist investors, while claiming he does not want total control [5][6] - The compensation proposal is seen as shareholder-friendly since it ties Musk's pay to performance, meaning he only gets compensated if targets are met [7] - The board has previously provided Musk with substantial stock rewards, attempting to compensate for a previous package that was invalidated by a court [8][9] Group 3: Valuation and Future Prospects - A significant portion of Tesla's current valuation is based on the potential of future technologies, including robots and robo-taxis, which are still in development [10] - There is a belief that Tesla could become one of the most valuable companies globally based on the anticipated capabilities of these robots [10][11]

Core Points - The ongoing engagement with Tesla's special committee regarding the proposed compensation plan is emphasized, indicating active discussions and involvement [1][2] - The main concern raised by Norway's sovereign wealth fund, Tesla's ninth largest shareholder, is the perceived excessive size of the proposed pay package and potential dilution of shares [4][5] - The importance of ensuring shareholders are well-informed about the compensation plan, distinguishing it from the assessments made by proxy advisers [3][4] Shareholder Concerns - Norway's sovereign wealth fund has opposed the pay plan, citing concerns over dilution and the overall size of the award despite acknowledging the value created by Elon Musk [4][5] - The fund has been a Tesla shareholder since 2011 and has seen a significant increase in share value, raising questions about their current stance [6][7] Voting Dynamics - The current voting process under Texas law allows insiders, including Elon Musk, to vote their shares, which differs from previous Delaware law [13][14] - Historical context shows that previous compensation plans received over 70% shareholder approval without including Musk's votes, suggesting potential for strong support in the current vote [14][15] Risk Management - There is a recognition of the risk that a negative vote could lead to Elon Musk reducing his involvement with Tesla, but the focus remains on securing a positive outcome [10][12] - The board is confident in their strategy and is not currently considering alternative plans, emphasizing a strong belief in winning shareholder support [11][12]