Why I think $TSLA will be most valuable company in a couple years!
1. Elon Musk the most innovative CEO and the Einstein of our time!
2. FULL SELF DRIVING (FSD) which allows all Tesla vehicles to be able to drive autonomously which will save a lot of lives and has already saved so many lives.
3. Tesla semi this will change the trucking industry forever especially with FSD.
4. Robotaxi, this will imo bankrupt uber, lyft and Waymo because of how expensive they will be compared to a robotaxi.
5. Optimus bots, they will change the logistics business, when Optimus rides a semi he can deliver packages and pick them up which allows profit margins to skyrocket and other companies are forced to buy Optimus bots and license FSD.
6. More affordable model coming out soon!
7. Energy storage is ramping like crazy with new Shanghai factory,and like Elon said the other day, most energy will be solar or battery operated.
$TTD put up a solid quarter, but this was more steady than explosive. Q1 revenue was $689M, up 12% YoY, customer retention stayed above 95%, and Q2 guide calls for at least $750M in revenue with about $260M of adjusted EBITDA. The story here is execution in a tougher macro, not some monster reacceleration yet. Still, $TTD continues to look like one of the highest quality names in digital advertising.