2025-12-30 07:22:19

Tesla has been making frequent moves lately, and changes in its business landscape are worth paying attention to. $TSLA is no longer just a simple electric vehicle manufacturer. In the energy sector, Megapack and Powerwall are performing increasingly well in the global market, becoming important profit growth points. The FSD subscription model for autonomous driving continues to expand, gradually evolving into a substantial recurring revenue stream. Looking at AI applications, the launch of taxi services is also recent big news. The robot production line layout is even more ambitious. These series of actions together indicate that Tesla is transforming into a super tech conglomerate integrating energy, mobility, AI, and robotics. What this shift means for investors is still being priced by the market.

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ShortingEnthusiast

· 3h ago

NGL, this is a diversified gamble—energy + autonomous driving + robotics all in one. If successful, it becomes an empire; if it fails, it's a hard landing.

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DefiPlaybook

· 3h ago

According to on-chain data, the gross profit margin of Tesla's energy business has exceeded 25%, which is a noteworthy figure. But the question is, how high is the subscription penetration rate of FSD?

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ContractSurrender

· 3h ago

Hmm... Can the energy and taxi businesses really scale up? Feels more like a paper exercise. --- FSD subscription is a stable cash flow, but can the robot line be reliable? --- The shift towards conglomerates sounds great, but the key is whether it can truly be profitable. --- How's the profit margin on Megapack and similar products? Is it better than selling cars? --- Has the AI taxi service been implemented? When can it start running here? --- It's called a transformation in a nice way, but frankly, can diversification be absorbed? --- The energy sector definitely has potential; Powerwall sales have really increased. --- The taxi business still feels early; I haven't seen any volume data. --- Is this kind of transformation good for the stock price in the short term, or is another wave of selling coming?

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BuyHighSellLow

· 3h ago

Energy + Autonomous Driving + AI + Robots, really about to take off Tesla's current projects are quite impressive, not just making cars anymore I’m optimistic about the FSD subscription model; recurring revenue is the key Megapack's performance is indeed soaring, this is the future If the robot production line truly materializes, it will be explosive, stay tuned The taxi business feels a bit superficial; let's see how it performs in the future Artificial intelligence is the core competitive advantage; everything else is just a complement The growth potential of the energy business might be underestimated With so many sectors combined, it feels like Tesla is playing a big game

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TestnetNomad

· 3h ago

Energy + Mobility + AI + Robots, if this combination really takes off, the landscape will change significantly. However, for now, it's still about realizing the returns.

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