fizzzi
07-05

$Tesla Motors(TSLA)$ I think the market is catching on to one or more things and this My take in order of importance.

  1. 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.

  2. 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.

  3. 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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