$Tesla Motors(TSLA)$
1. Energy is becoming the second profit engine w/ record Megapack deployments & gross profit inflection showing up in the numbers.
2. Autonomy is the rerate because 6B supervised miles & safety drivers being removed in Austin turns software + fleet utilization into a real earnings layer.
3. AI5 silicon brings inference in house w/ $Taiwan Semiconductor Manufacturing(TSM)$ & Samsung which lowers cost per watt & supports margin expansion as autonomy adoption scales.
4. Cybercab is the wildcard because the model only triggers its flywheel if regulation unlocks fleet level commercialization in the next two years.
5. Optimus remains the long dated call option where every task automated becomes high margin services revenue on top of vehicles + energy.
Screenshot of a Fox Business live broadcast featuring Shay Boloor and another man in suits standing beside a large screen displaying Tesla AI vertical integration and in-house details including data billions of miles for Dojo training, next-gen global fleet of vehicles and robots, and a stock ticker showing TSLA at 358.59 with green percentage change, alongside other market data like S&P 500 and NKE.
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