2026-01-19 05:38:17

Most investors probably haven't caught up to what Tesla has actually become. The narrative around it is stuck in the past. Look beyond the surface—this is fundamentally a semiconductor company, a robotics powerhouse, an energy infrastructure player, and an AI development engine rolled into one. The automotive business? It's just one revenue stream among many, and frankly, may not even be the most critical to long-term value creation. The real story is in these interconnected verticals.

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ChainComedian

· 4h ago

ngl I've heard this argument a thousand times. Every time Elon Musk releases a new product, someone says Tesla is going to pivot... but the automotive business is the cash cow, don't get it twisted.

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BrokenYield

· 7h ago

nah the correlation matrix on this one doesn't add up... they're still burning cash on the automotive side while semicond margins remain unproven. smart money already priced in the optionality years ago, tbh

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FantasyGuardian

· 7h ago

ngl Tesla's current narrative definitely needs an update now; the game of chips + robots + energy is being played quite big.

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GamefiEscapeArtist

· 7h ago

NGL, this paragraph sounds great but also makes me overthink a bit... If you include chips, robots, energy, and AI, would that make it invincible? Just don't end up relying on car sales to make money in the end.

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ForkYouPayMe

· 7h ago

Honestly, I've heard this Tesla explanation too many times. If it really gets implemented, then talk.

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AirdropSweaterFan

· 7h ago

ngl, this tone sounds great but is it really true? The hype around chips is especially exaggerated.

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StealthMoon

· 8h ago

ngl, from this perspective, it's okay, but the problem is that most retail investors don't have the capital to gamble on these uncertain business lines; they still have to rely on selling cars to make a living.

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