Tesla, Inc. (TSLA): A Bull Case Theory

We came across a bullish thesis on Tesla, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.’s share was trading at $332.56 as of July 23^rd. TSLA’s trailing and forward P/E were 190.03 and 172.41, respectively according to Yahoo Finance.

Tesla (TSLA) stands at the forefront of electrification, automation, and robotics, leveraging deep vertical integration, advanced manufacturing, and a relentless push toward autonomous driving to secure a dominant position in the evolving AI-driven automotive landscape. The company has disrupted the traditional automotive model by designing and manufacturing electric vehicles, energy storage, solar solutions, and robotics, while tightly controlling critical parts of its supply chain, including in-house battery production, to drive down costs and guarantee supply.

Tesla’s vehicles, over five million of which are already on the road, act as “robots on wheels,” continuously collecting data to enhance its vision-first autonomous driving system. As software improvements advance, Tesla is positioned to activate large-scale partial or full self-driving capability, with a robotaxi launch in Austin slated for June.

The company’s automation leadership extends beyond vehicles, with its Optimus humanoid robotics project aimed at unlocking a multi-trillion-dollar market. In the global EV race, only Tesla in the West and BYD in the East have cost structures capable of sustaining long-term dominance, while legacy automakers face structural disadvantages that mirror the early 20th-century decline of internal combustion OEMs.

Tesla’s integration of AI, software, and robotics creates a powerful ecosystem, with autonomous driving expected to drive mass adoption and productivity gains. Recent advances in self-driving technology and humanoid robotics bolster confidence that Tesla will emerge as a key winner in later phases of the AI cycle, supported by U.S. policy momentum prioritizing automation for both productivity gains and national security.

Previously, we covered a bullish thesis on Tesla, Inc. (TSLA) by Oliver | MMMT Wealth in April 2025, which highlighted weak deliveries, margin pressure, and delayed FSD monetization while keeping focus on autonomy, AI, and robotics. TSLA’s stock has appreciated by approximately 43% as AI and automation progress gained traction. Stock Analysis Compilation shares a similar view but stresses Tesla’s vertical integration, cost leadership, and robotics ecosystem.

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Disclosure: None.