I added to my Tesla position despite GLJ Research maintaining a “Sell” rating, as the stock’s dynamics present a nuanced opportunity. While the core automotive business—72.2% of sales—is labeled “fledgling” and delivery trends show declines, Tesla’s Energy Generation & Storage segment continues to grow at a solid 12.1% YoY with strong 31.2% margins. The market may be underestimating the long-term potential of Tesla’s energy solutions, providing a strategic entry point for investors willing to look beyond near-term automotive headwinds and focus on diversified growth avenues.
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