We came across a bullish thesis on Tesla, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $430.14 as of December 1st. TSLA’s trailing and forward P/E were 296.67 and 192.31 respectively according to Yahoo Finance. david-von-diemar-ZBWn5DvO0hg-unsplash Tesla (TSLA) is increasingly positioning itse...
We came across a bullish thesis on Tesla, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $430.14 as of December 1st. TSLA’s trailing and forward P/E were 296.67 and 192.31 respectively according to Yahoo Finance. david-von-diemar-ZBWn5DvO0hg-unsplash Tesla (TSLA) is increasingly positioning itself at the forefront of AI-driven autonomy and robotics, with its Full Self-Driving (FSD) technology directly informing the development of Optimus, a humanoid robot platform that Elon Musk has called “the largest product opportunity in history.” The company’s Master Plan Part 4, unveiled in September 2025, underscores this shift toward AI and robotics, with Musk projecting that robots could ultimately represent approximately 80% of Tesla’s long-term value. Recent reports indicate a $685 million order from Sanhua for linear actuators, suggesting production capacity for roughly 180,000 robots. Tesla aims to scale output to several thousand units in 2025, 50,000–100,000 in 2026, and between 500,000 and 1,000,000 annually by the end of the decade. The expected unit cost of $20,000–$30,000 aligns with a global humanoid market projected at $218 billion by 2030. Optimus 3 has been described as an “exceptional design,” featuring enhanced thermal, battery, and payload capabilities, while FSD neural networks transfer directly to humanoid control, with recent software updates expanding capabilities such as robotaxi-style drop-offs and global FSD availability. Tesla’s long-term vision is ambitious, envisioning a $25 trillion company by 2050, where both energy and labor approach minimal marginal cost. Execution risks remain significant, encompassing hardware reliability, safety, and regulatory challenges. However, if Tesla can establish a repeatable and cost-effective robot supply chain, the company could diversify its income statement beyond vehicles, unlocking a high-margin AI-driven b...
Earnings Results to be released on December 10, 2025, After the Close of the Market AUSTIN, Texas, Dec. 2, 2025 /PRNewswire/ -- Oracle Corporation today announced that its second quarter fiscal year 2026 results will be released on Wednesday, December 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results....
Earnings Results to be released on December 10, 2025, After the Close of the Market AUSTIN, Texas, Dec. 2, 2025 /PRNewswire/ -- Oracle Corporation today announced that its second quarter fiscal year 2026 results will be released on Wednesday, December 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor. About Oracle Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com. Trademarks Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing. View original content to download multimedia:https://www.prnewswire.com/news-releases/oracle-sets-the-date-for-its-second-quarter-fiscal-year-2026-earnings-announcement-302630171.html SOURCE Oracle