Tiger V
03-26 22:56
$Tesla Motors(TSLA)$ 

I added to my Tesla position on the back of strengthening vertical integration and long-term optionality. The newly announced $4.3 billion LFP battery facility with LG Energy Solution reinforces Tesla’s domestic supply chain, reduces dependency risks, and supports the scaling of its Megapack energy storage business ahead of the 2027 launch. This aligns well with accelerating demand for grid storage solutions in the U.S. At the same time, the “Digital Optimus” initiative highlights Tesla’s expanding AI ambitions beyond EVs, potentially unlocking new software-driven revenue streams. I see this combination of energy infrastructure and AI innovation as underappreciated catalysts for future growth.

TSLA
03-26 22:55
USTesla Motors
SidePrice | FilledRealized P&L
Buy
Close
378.40
0
--
Closed
Tesla Motors
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Comments

  • zoomzi
    03-26 23:26
    zoomzi
    Spot on! Tesla's battery and AI moves are seriously undervalued. Solid entry at 378.4. [666]
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