$Tesla Motors(TSLA)$
Tesla wants to be an energy/unregulated utility company globally. I t has embarked quietly but forcefully in this direction. Just like amazon did with AWS. AWS now accounts for a sizable amount of AMZ Profits.
AI Play... with self driving Cars and taxis. This is more Hype than anything. Yes, Self driving is on the horizon but a taxi service will be saddled with Regulatory Hurdles and brushback from existing rideshare companies.
Robotics... This is definitely a winner but will take another five years to scale to efficiency and proliferation. There is much competition in this space but Musk will carve out a good slice, But whether it will be a Tesla Pie remains to be seen.
I am betting on Number 1 to be the play on Tesla for the next few years. You here it in passing on most analyst reporting, But it is real and genius.
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