$Tesla(TSLA.US)

In the past week in the U.S., from the West Coast to the East Coast, there are still some simple views regarding Tesla. First, the penetration rate of electric vehicles in the U.S. remains very low, which is an opportunity for Tesla. Chinese EV manufacturers, the only global competitors that can challenge Tesla, have almost no chance to enter the U.S. market at scale—not due to capability but as a result of political struggles. Second, Americans generally prioritize affordability when buying cars, and there is a large market for used vehicles, which is tied to cultural trends—similar to how many Americans still use iPhones from three or four generations ago. Why are Japanese cars so popular in the U.S.? Why did investment banks say Tesla’s stock would plummet if it didn’t produce cheaper cars? And why did Elon Musk’s announcement about accelerating production lead to a positive market reaction today? Third, Tesla may be facing major challenges with its batteries. The production capacity and performance metrics of its new battery may not meet earlier expectations, and more data is needed. Of course, whether Tesla can collaborate with Chinese battery manufacturers in the U.S. market might also be a foreshadowing. Looking forward to it. Fourth, apart from Tesla’s Supercharger network, other fast-charging providers in the U.S. are lagging behind. This could become a significant source of cash flow for Tesla in the future and should not be underestimated. Fifth, with AI enhancement and efforts to gain market recognition for its AI capabilities, the most direct approach is deploying tens of thousands of Robotaxis. When consumers can easily access FSD-powered autonomous driving services in the market, the stock price will skyrocket. Meanwhile, the cash flow from this segment can be roughly estimated with a simple calculation.