Part 6/9:
Amidst these macro headwinds, Tesla’s underlying fundamentals remain robust. The speaker emphasized continued high demand for Tesla vehicles, noting that the backlog remains significant. Unlike some automakers, Tesla has not faced demand issues; instead, supply constraints and logistical challenges seem to be the primary obstacles.
Tesla’s ongoing innovations, including advancements in Full Self-Driving (FSD), bolster long-term confidence. A recent update on FSD showcased remarkably smooth and precise performance during real-world testing, highlighting Tesla’s technological edge. The narrator expressed high optimism for Tesla’s future, projecting the stock could potentially appreciate tenfold by 2030.