$Tesla Motors(TSLA)$ Robotaxis could generate over $100,000 in revenue per vehicle. Right now it is testing the 50DMA. A break and retest that reclaims it as support would then put $403 or the 200-day in view.
$Microsoft(MSFT)$ MSFT reclaimed its 20 EMA, 50 and 200 SMA all in a single gap-up session. That's the kind of move TSLA hasn't been able to pull off in a while. With a 40% net margin, it felt like MSFT had enough of the selling and decided to show NVDA what single-handedly lifting the market looks like.
People still value $Tesla Motors(TSLA)$ like a traditional automaker and then wonder why the valuation seems high. It trades around ~200x forward earnings, compared to roughly ~8x for F. The market isn't just pricing in EV sales; it's pricing the potential of future businesses beyond cars. The real debate centers on ROBOTAXI, FSD, and OPTIMUS. The question isn't whether Tesla sells vehicles. It's whether these future opportunities can become meaningful businesses and justify the premium.
$Tesla Motors(TSLA)$ Revenues are increasing, operating margins are improving, with rapid growth in both energy deployment and FSD recurring revenue. All these metrics are moving up quarter over quarter and year over year. For the next couple of years, it's arguably the best positioned for two of the biggest industrial growth vectors: autonomous transport and humanoid robotics. The company has been consolidating for several years, seemingly gearing up for its next major leg up. It's an absolute behemoth. When the momentum comes, it's hard to ignore.