Tesla: Set To Have Its iPhone Moment

Summary:

  • Electric vehicles are likely at or entering the early acceleration phase of the S-curve, which means that EV adoption can accelerate from here.
  • Price parity with ICE vehicles is expected to be reached by 2027, and robotaxis will provide low-cost-per-mile transportation and generate revenue for owners. This will accelerate the transition to EVs.
  • Tesla may face regulatory issues regarding its robotaxi ambitions. However, Google’s Waymo is paving the regulatory path for Tesla, which can make things a bit easier.
  • The current valuation prices in lots of success for Tesla. I’d rather wait until the stock is hated again to start buying it.

Tesla Shanghai Gigafactory

Xiaolu Chu

Tesla, Inc. (NASDAQ:TSLA) stock soared recently after its Q3 earnings report, as the company easily beat EPS estimates (non-GAAP EPS of $0.72 beat by $0.12). As someone who is watching from the sidelines, I’ll


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