$Tesla Motors(TSLA)$ Tesla rem-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Tesla Motors(TSLA)$ Tesla remains a long play as many of its businesses take years to evolve. Tesla maintains a strong cash position and operating cash flow, but its free cash flow is under pressure from heavy investments in AI, new models, and energy solutions. While the company is well-positioned for long-term growth, short-term FCF challenges and market dynamics may well be bumpy....However, my opinion of 12 June remains positive as Tesla continues to invest & spend heavily into AI , $12-$15 Billion in 2025 to achieve Unsupervised FSD in 2025 & expanding its Robotics & Energy businesses.

The key is a continuous AI Investment at scale. Why would Tesla spend so much on AI ?

The business will reap the benefits going forward once Unsupervised FSD is secured, one part of the puzzle at unlocking multiple revenue streams, yes , multiple revenue streams. Once unsupervised FSD is achieved, who would not want to own this feature in their own vehicle... Other OEM's will be Decimated....The future as we all know it will be unlocked at that moment and History in my opinion will be made. Unsupervised FSD as a monthly rental service would slowly start to reflect in Tesla's Revenue.

Tesla is currently in talks with 1 OEM ....

Monthly recurring rental on FSD &

Selling FSD as a once off.

As pointed out in the beginning, Tesla is a long play to finally see the financial impact on Revenues, Cash flow & FCF. Projections as reflected below from Grok over 5 years are impressive.

By 2030 revenue could reach $400-$800 B. B. Billion just on FSD, with CAGR of 35-39%, assuming FSD is successful & we have no further delays.

I would call this A1 spend of $15 Billion per year to be money well spent.

Then we have not even started to look at Optimus or energy , Semi , AI, charging stations , or other parts of the business that will indeed be taking Tesla , the Business you decided to invest in and own to a modest +/- $3-$10 Trillion ( not a Bull scenario) in market cap, assuming all works out in favour of Tesla & its investors.

Happy Investing Tiger Traders!!!!

Which EV OEM do you now believe in ?

One that just produces EV's or a business that just happens to be producing EV's & a multitude of other businesses that includes AI , energy , Semi, energy , software such as FSD, Charging Stations & Licensing that allows this software to adopted by your competitors .

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Tesla maintains a strong cash position and operating cash flow, but its free cash flow is under pressure from heavy investments in AI, new models, and energy solutions. While the company is well-positioned for long-term growth, short-term FCF challenges and market dynamics may well be bumpy....However, my opinion of 12 June remains positive as Tesla continues to invest &amp; spend heavily into AI , $12-$15 Billion in 2025 to achieve Unsupervised FSD in 2025 &amp; expanding its Robotics &amp; Energy businesses.</p>\n<p>The key is a continuous AI Investment at scale. Why would&nbsp;Tesla spend so much on AI ?</p>\n<p>The business will reap the benefits going forward once Unsupervised FSD is secured, one part of the puzzle at unlocking multiple revenue streams, yes , multiple revenue streams. Once unsupervised FSD is achieved, who would not want to own this feature in their own vehicle... Other OEM's will be Decimated....The future as we all know it will be unlocked at that moment and History in my opinion will be made. Unsupervised FSD as a monthly rental service would slowly start to reflect in Tesla's Revenue.</p>\n<p>Tesla is currently in talks with 1 OEM ....</p>\n<p>Monthly recurring rental on FSD &amp;</p>\n<p>Selling FSD as a once off.</p>\n<p>As pointed out in the beginning, Tesla is a long play to finally see the financial impact on Revenues, Cash&nbsp;flow &amp; FCF. Projections as reflected below from Grok over 5 years are impressive.</p>\n<p>By 2030 revenue could reach $400-$800 B. B. 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Tesla maintains a strong cash position and operating cash flow, but its free cash flow is under pressure from heavy investments in AI, new models, and energy solutions. While the company is well-positioned for long-term growth, short-term FCF challenges and market dynamics may well be bumpy....However, my opinion of 12 June remains positive as Tesla continues to invest &amp; spend heavily into AI , $12-$15 Billion in 2025 to achieve Unsupervised FSD in 2025 &amp; expanding its Robotics &amp; Energy businesses.</p>\n<p>The key is a continuous AI Investment at scale. Why would&nbsp;Tesla spend so much on AI ?</p>\n<p>The business will reap the benefits going forward once Unsupervised FSD is secured, one part of the puzzle at unlocking multiple revenue streams, yes , multiple revenue streams. Once unsupervised FSD is achieved, who would not want to own this feature in their own vehicle... Other OEM's will be Decimated....The future as we all know it will be unlocked at that moment and History in my opinion will be made. Unsupervised FSD as a monthly rental service would slowly start to reflect in Tesla's Revenue.</p>\n<p>Tesla is currently in talks with 1 OEM ....</p>\n<p>Monthly recurring rental on FSD &amp;</p>\n<p>Selling FSD as a once off.</p>\n<p>As pointed out in the beginning, Tesla is a long play to finally see the financial impact on Revenues, Cash&nbsp;flow &amp; FCF. Projections as reflected below from Grok over 5 years are impressive.</p>\n<p>By 2030 revenue could reach $400-$800 B. B. 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Tesla maintains a strong cash position and operating cash flow, but its free cash flow is under pressure from heavy investments in AI, new models, and energy solutions. While the company is well-positioned for long-term growth, short-term FCF challenges and market dynamics may well be bumpy....However, my opinion of 12 June remains positive as Tesla continues to invest & spend heavily into AI , $12-$15 Billion in 2025 to achieve Unsupervised FSD in 2025 & expanding its Robotics & Energy businesses. The key is a continuous AI Investment at scale. Why would Tesla spend so much on AI ? The business will reap the benefits going forward once Unsupervised FSD is secured, one part of the puzzle at unlocking multiple revenue streams, yes , multiple revenue streams. Once unsupervised FSD is achieved, who would not want to own this feature in their own vehicle... Other OEM's will be Decimated....The future as we all know it will be unlocked at that moment and History in my opinion will be made. Unsupervised FSD as a monthly rental service would slowly start to reflect in Tesla's Revenue. Tesla is currently in talks with 1 OEM .... Monthly recurring rental on FSD & Selling FSD as a once off. As pointed out in the beginning, Tesla is a long play to finally see the financial impact on Revenues, Cash flow & FCF. Projections as reflected below from Grok over 5 years are impressive. By 2030 revenue could reach $400-$800 B. B. Billion just on FSD, with CAGR of 35-39%, assuming FSD is successful & we have no further delays. I would call this A1 spend of $15 Billion per year to be money well spent. Then we have not even started to look at Optimus or energy , Semi , AI, charging stations , or other parts of the business that will indeed be taking Tesla , the Business you decided to invest in and own to a modest +/- $3-$10 Trillion ( not a Bull scenario) in market cap, assuming all works out in favour of Tesla & its investors. Happy Investing Tiger Traders!!!! 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