Shyon
12-23 17:50

From my perspective, Tesla's return to the top seven U.S. stocks by market capitalization is not just a ranking change—it reflects a renewed market willingness to price in Tesla's long-term optionality, rather than valuing it purely as an auto manufacturer. The legal reinstatement of Elon Musk's 2018 compensation package matters because it removes a major overhang and reaffirms alignment between execution, incentives, and Tesla's most ambitious roadmap.

I remain very bullish on Tesla $Tesla Motors(TSLA)$  $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$  $GraniteShares 2x Long TSLA Daily ETF(TSLR)$  because FSD is proving more resilient than skeptics expected. Even amid macro noise and EV demand debates, Tesla continues to iterate faster than competitors, with real-world data scale that no traditional automaker can replicate. This keeps Tesla firmly in the race to monetize autonomy, which in my view is the core driver behind any serious revaluation discussion.

From a valuation standpoint, I believe the market is gradually shifting from near-term delivery multiples toward a platform-style framework. Tesla is increasingly being viewed as a convergence of AI, energy storage, robotics, and autonomous mobility. If investors begin to treat even a portion of these businesses as tech-like growth engines rather than cyclical auto revenue, a $500 valuation scenario becomes far more defensible over a longer horizon.

That said, I don't ignore the risks. Governance concerns, regulatory uncertainty around autonomy, and execution timing all remain real. However, Tesla has historically been most underestimated precisely when these risks dominate headlines, while the company quietly compounds progress across multiple fronts.

Overall, I see Tesla entering another phase of strategic re-rating, not driven by hype but by accumulated capability and optionality. As long as Tesla continues to lead in AI-driven autonomy and scale its adjacent businesses, I believe the upside case remains intact—and I'm comfortable staying decisively bullish from here.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. 

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Tesla Back to TOP 7! Revaluation Toward $500?
Tesla has re-entered the top seven US stocks by market capitalization, coinciding with a legal reversal that reinstated Elon Musk’s 2018 compensation package and renewed discussion around the company’s strategic direction. Alongside reports highlighting FSD performance resilience, some on Wall Street suggest Tesla’s valuation framework may be shifting toward longer-term technology optionality. At the same time, governance considerations and execution risk remain central to the debate.
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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