Part 8/11:
The model identifies precise timing for these inflection points—December 2025 in the expected scenario, and March or February 2026 in the fast scenario—where the deployment milestones substantially influence analyst perceptions. The critical “forcing function” occurs once these deployment thresholds are perceived as achievable, signaling a fundamental shift in Tesla’s financial outlook.
Strategic Implications for Investors
For investors, these insights carry immediate relevance, particularly those holding options or leap contracts. The overarching thesis suggests that: