$Tesla Motors(TSLA)$ The bull

The bull case for

Tesla (TSLA)

watchlist

rests on optionality, not on today's earnings. The stock trades at USD 398.73 (2026-10-28, down 2.14% on the day), and the fundamentals are genuinely weak right now: TTM P/E of 438x, net margin 2.81%, and 2026 nine-month net profit down 42.68% year on year. So the argument has to be about what is being built, not what is being earned.

That "what" is becoming measurable. FSD was attached to more than 75% of North American Q3 deliveries and has 1.74 million paid subscribers, nearing roughly USD 1 billion in annual recurring revenue — software margins far above vehicle margins

Winning Trades

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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