"Tesla ( NASDAQ:TSLA) is undoubtedly one of the most divisive stocks in the market. The company's CEO has made sure of that, with Elon Musk's outspoken behavior and foray in the the world of politics turning this company into a love-it or hate-it type of entity. Certainly, Elon Musk isn't the first CEO to wade into political waters. Plenty of other companies have leaders who look for special favors from incoming administrations, and in that regard, one could argue that Musk has worked"
"The bull case around Tesla's ability to grow much faster than the overall market, and many of its Magnificent 7 peers, really centers around the idea that the company's autonomous driving, robotics and AI divisions will be able to grow much faster than the company's core electric vehicle (EV) business. I think there are certainly catalysts that could bring about such a future."
Tesla is a highly polarizing company shaped by its CEO's outspoken behavior and political forays. The company remains the largest EV maker in the U.S. but now ranks third globally as Chinese rivals gain ground. The bull case emphasizes rapid growth from autonomous driving, robotics, and AI divisions outpacing the core EV business. Elon Musk's new $1 trillion pay package ties compensation to aggressive growth targets in these segments. Vertical integration and recovering deliveries in China could drive future upside, and the Optimus robotics initiative could become a material business if it scales.
Read at 24/7 Wall St.
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