$Tesla Motors(TSLA)$ I made an additional investment in Tesla despite GLJ Research maintaining a “Sell” rating. While the firm raised its price target to $25.28, it highlighted Tesla’s automotive business as “fledgling,” with global deliveries down 1.1% in 2024 and projected to fall further in 2025–2026 due to fading U.S. EV tax incentives and intensifying competition. I view this as a contrarian opportunity. Tesla’s Energy Generation & Storage segment, showing 12.1% growth and 31.2% margins, provides a promising diversification that could support long-term value. My position reflects confidence in Tesla’s broader innovation beyond its core auto challenges.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 445.41 0 | -1.78% Holding |
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