- The Financial Bit
- Posts
- Is $TSLA just a car company?
Is $TSLA just a car company?
Tesla isn’t selling cars.They’re selling the future — at scale.
People still think $TSLA is “just a car company.”
Let me show you why that’s the biggest L you can take in this market 🧵:
Tesla isn’t selling cars.
They’re selling the future — at scale. 🚀
Energy. AI. Robotics. Transportation. Global Infrastructure.
Some quick data:
• 4M+ EVs delivered (30% YoY growth)
• 14.7 GWh energy storage last quarter (up 125% YoY)
• 48% YoY growth in solar deployments 🌞
• 600k+ customers using FSD Beta 🤖
• 5 Gigafactories worldwide (Berlin, Austin, Shanghai...)
• $27B cash on hand. ZERO spent on ads.
Tesla’s profit margins?
Still higher than Ford, GM, Toyota — even after multiple price cuts.
(Find me another "car company" that scales margin while dropping price. I'll wait.) 🧠
Energy storage division is quietly exploding.
Megapack sales already sold out for the next 2+ years.
Most people still sleeping on this.
Tesla Bot (Optimus) is already moving, lifting objects, and learning via neural nets.
Imagine 1 Tesla Bot = 1 human worker.
Now imagine 10 million of them.
It’s not sci-fi. It’s already happening in Austin. 👀
FSD is training itself 24/7.
Every Tesla on the road = another sensor feeding the AI.
Tesla is building the world’s biggest self-driving data moat — no one is even close.
$TSLA today = Amazon in 2010 📈
People laughed at AMZN too...
“Overvalued bookstore.”
“Crazy idea selling cloud services.”
“Won’t scale.”
Now? $AMZN built the backbone of the internet.
Tesla is building the next backbone: energy + autonomy.
Ignore the noise.
Zoom out.
Focus on execution + innovation + cash flow.
$TSLA is HIM.
Long-term investors will be glad they didn’t listen to the clowns. 🎪
Not financial advice.
Just stacking shares and minding my business. 🧘♂️📈
Are you positioned for the next decade?
Because Tesla definitely is.
