TSLA
1 YearEnergy + autonomy is the mispriced second act
Start price
$298.00
Current
$298.00
Target
$400.00
How it's going
0.00%Another View
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Where members stand — not who's right. The market decides that.
The Call
Everyone models Tesla as an automaker. The energy storage business is compounding fast and barely in estimates, and even a partial autonomy win is asymmetric to the upside.
What people are saying
Energy storage is compounding.
Storage deployments have grown at a triple-digit rate off a small base and carry improving margins.
Autonomy is a call option, not the base case.
Even assigning a small probability to a robotaxi win produces meaningful expected value.
Cost curve keeps falling.
Manufacturing efficiency gains create room to defend share without destroying margin.
Biggest risk
Auto demand deteriorates faster than energy can offset, dragging the whole P&L.
What would prove me wrong
Energy storage deployments decline YoY, or total gross margin falls below 15%.
The other side, from AI
The bear would argue the upside is already in the multiple and any execution slip is a fast drawdown. Consider addressing valuation directly.
AI-generated. Not verified fact and not financial advice.
How it's playing out
Real daily closes since the moment this Call was recorded, shown as the move in the direction called. Target: $400.00.
Bulls and Bears on TSLA
1 Bull Call · 1 Bear Call from other members.
Edit history
No edits since posting. Original call intact.
What people think
Real reactions, not just likes.
Tesla Inc.
My Call
Energy + autonomy is the mispriced second act
Start
$298.00
Target
$400.00
Confidence
57%
Biggest risk
Auto demand deteriorates faster than energy can offset, dragging the whole P&L.
Lena Whitfield
@lenacontra · Jul 7, 2026 · 1:30 PM
Opinion and context, not financial, investment, legal, or tax advice. What’s Your Call? does not execute trades or recommend securities.
Disclosures
- • Owns this asset
Not financial, investment, legal, or tax advice. What’s Your Call? does not execute trades. Market data may be delayed.