Tesla: Grab The Misunderstood Growth Narrative

Tesla, Inc. is navigating the growth waves depicting declining automotive revenue and ambitious growth in autonomy and robotics, but the inflection point is coming. Robotaxi revenue could account for almost 50% of its automotive business by the end of the decade, suggesting it's no longer just a pipe dream. Tesla's next growth optionality in humanoid robotics may unveil an even more massive opportunity, although competition against the best rivals in China could be intense.