Win and take it all or lose for nothing? Can Musk make it right again?

Tiger_comments
2025-11-06
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$Tesla Motors(TSLA)$ shareholder meeting vote is set to begin today, and the market widely expects Musk’s compensation package to pass.

Tesla investors now face an unprecedented decision — one that could redefine the rules of executive pay and corporate governance.

Win, and Musk takes it all. Lose, and it’s all for nothing.

This isn’t Musk’s first all-in gamble.

His pay-for-performance plans date back to 2012, when Tesla’s market cap was just $3.2 billion.

At the time, management set 10 performance milestones — the toughest being a $43.2 billion valuation target. That meant Tesla would need to grow more than tenfold. In addition to valuation goals, operational milestones were also set, such as reaching 300,000 vehicles in cumulative production.

Musk not only met but beat those goals years ahead of schedule, hitting the market cap target in just five years.

Then in 2018, Tesla approved another record-breaking $50 billion compensation plan for Musk — when the company itself was worth just about $50 billion. Once again, Musk unlocked every single milestone.

Now comes yet another trillion-dollar pay package, spanning the next decade, with new challenges stacked high:

  • Musk must remain at Tesla for at least 7.5 years.

  • He must also provide a succession plan for his long-term CEO role.

  • Tesla’s market cap must surge from its current $1 trillion to $8.5 trillion — nearly twice the size of $NVIDIA(NVDA)$’s current market value.

With Tesla’s valuation at only $1.4 trillion, Musk’s proposed $1 trillion compensation has sparked debate.

Is Musk truly the once-in-a-generation genius who can crush all targets again?

And will this ambitious pay plan motivate him to multiply Tesla’s market cap several times over once more?

$XPeng Inc.(XPEV)$’s newly unveiled robot has sparked huge controversy, while $Uber(UBER)$ says autonomous driving is unlikely to be profitable anytime soon.

So for Tesla — is it now facing more challenges or more opportunities?

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?
On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?
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Comments

  • Shyon
    2025-11-07
    Shyon
    I believe in $Tesla Motors(TSLA)$ and Elon Musk’s ability to deliver again. Every time the market doubted him, he proved them wrong — from scaling production to making Tesla a trillion-dollar company. This compensation plan isn’t just about money; it’s a bet on Tesla’s future and Musk’s unmatched execution. If anyone can drive Tesla toward an $8.5 trillion valuation, it’s Elon.

    While concerns about governance and pay fairness are valid, Musk’s results speak for themselves. His rewards have always been tied to performance, creating huge shareholder value. With his long-term commitment and a succession plan, his interests remain fully aligned with investors like me.

    Tesla faces tough competition and uncertainty in autonomous driving, but that’s where its biggest opportunities lie. From AI to energy and robotics, Tesla continues to lead innovation. I see this vote as a defining step toward Tesla’s next phase of growth.

    @Tiger_comments @TigerStars

  • koolgal
    2025-11-07
    koolgal
    🌟🌟🌟特斯拉 $特斯拉(TSLA)$ 股东今天面临一个重要决定：对埃隆·马斯克令人难以置信的1万亿美元薪水投赞成票或反对票。这是公司历史上最大的一次。

    尽管遭到特斯拉批评者的反对，但埃隆·马斯克忠实的投资者基础和特斯拉董事会仍然坚定地支持他。

    特斯拉正面临电动汽车销售放缓、竞争加剧和监管阻力。它在美国的市场份额下降到50%以下，产量也下降了。

    但特斯拉拥有无与伦比的品牌影响力、忠实的粉丝群和足智多谋的首席执行官Elon Musk。

    那么特斯拉面临的是更多的挑战还是机遇？

    它面临着两者，但情感的重量倾向于挑战。

    今天，历史正在创造。赞成票证实了特斯拉不仅仅是一家汽车公司。这是对Elon Musk的信念，Elon Musk是一个有远见的人，他将带领特斯拉走向星星和更远的地方。

    @Tiger_comments @TigerStars @TigerClub @CaptainTiger

  • BTS
    2025-11-08
    BTS
    Elon Musk has a strong track record of beating ambitious goals, but achieving a $8.5 trillion market cap will be incredibly difficult due to increasing competition and market saturation 。。。

    While Musk has demonstrated remarkable innovation, sustaining such success amid growing competition in the EV market remains uncertain

    The pay plan incentivizes Musk to drive higher EV valuations, but the immense pressure could backfire if growth slows or his attention is divided among other ventures

    Tesla Motors (TSLA) has significant opportunities in EV adoption, energy solutions, and autonomous driving, but it faces challenges from rising competition, production bottlenecks, and increasing regulatory scrutiny

    Tesla is at a crossroads, balancing major opportunities and risks, which will largely depend on Musk’s ability to sustain innovation and navigate growing pressures
    Tag :
    @Huat99
    @Snowwhite

  • L.Lim
    2025-11-07
    L.Lim
    It is almost like looking at a bloated dragon, unsatisfied with the amount of gold it hoarded and constantly wanting more.

    That has to be his motivation of constantly resorting to iffy, if not illegal, methods to gain more influence.

    Things like... sidling up to trump to get him elected, dumping ridiculous amounts of money (from the perspective of us peasants) to the campaign and employing seemingly illegal methods to get his man into the white house. Then running a DOGE for the US president, to harvest data in the name of "slashing government spending".

    Tesla did not fully capitalise on their strengths as their early dominant force. I honestly believe that it was wiser to have doubled down on expanding their chargers to have it be all over the world, and not be exclusive for their own brand's customers...

    Instead he's likely going to resort to more sneaky and underhanded moves in hopes that it will get him the next pay package.

  • Tiger_comments
    2025-11-12
    Tiger_comments
    Thanks for participating in my discussion. Your coins have been sent through the tiger coin center!
    Check them in the history - “community distribution“
    @AN88
    @AliceSam
    @L.Lim
    @Shyon
    @BTS
    @highhand
    @koolgal
    @TheStrategist
    @Ah_Meng
    @ECLC
    @Chrishust
    @NinjaDad
  • Ah_Meng
    2025-11-07
    Ah_Meng
    same old same old... whatever Elon asked, the shareholders, like the silly board, give... that's what participants in big companies do... sooner or later, the house of cards would come tumbling down... maybe not yet, but be careful... I am not celebrating... because even though I am not fan of Tesla and Elon Musk, when it all comes down, my portfolio is likely to feel the effect as well, when those same participants of the silly nonsense started to bail out everywhere, pulling everyone else down with them... that's always what happens. My insurance is not strong enough, will probably need to start trimming my position with this increasing dangerous noise...
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