Quick Read – TSLA surged to $44.7B in cash and 136% operating income growth in Q1, with 1.28 million FSD subscribers powering a growing software revenue flywheel. – Unsupervised Robotaxi rides launched in Dallas and Houston while Optimus production lines are designed for up to…
million robots per year. – Tesla’s trailing P/E of 345 leaves no margin for error, yet over $25B in planned 2026 CapEx confirms the AI factory is being built with real money. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn’t make the cut. Grab the names FREE today
I bought Tesla (NASDAQ:TSLA) again last Friday, and I will probably buy it again next month. The bears on Reddit and the seven analysts carrying Sell or Strong Sell ratings have not talked me out of it, and neither has a year-to-date drawdown of -15.57%. I keep coming back to the buy button because Tesla is the rare company where the cash flow statement and the science fiction roadmap are now pointing the same direction, and I want to own that before the market decides it agrees.
The Thesis I Keep Coming Back To The simple version: Tesla is turning into a vertically integrated AI and robotics company that still happens to print real automotive profits. In Q1, automotive gross margin expanded to 21.1% from 16.2% a year earlier, revenue grew 15.78% YoY to $22.387 billion, and operating income jumped 135.84% to $941 million. The core business is widening.