I increased my position in Tesla, driven by its pivotal role in advancing full self-driving (FSD) and robotaxi solutions—core components of the company’s long-term growth story. While Tesla faces near-term headwinds like weaker sales, high interest rates, and the end of the EV tax credit, I believe the successful deployment of unsupervised FSD could unlock massive recurring revenue and transform Tesla beyond a carmaker into a mobility platform leader. Despite its lofty valuation and inherent risks, the scale of potential rewards in an industry competitors are still chasing makes this a compelling high-growth bet.
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