In this video, the speaker discusses two key factors that long-term Tesla investors should pay attention to beyond vehicle sales. Firstly, they emphasize the significance of Tesla's energy sector, highlighting its substantial growth potential and its potential to outperform vehicle-related profits. Secondly, they stress the importance of Tesla's Full Self-Driving (FSD) technology, with a focus on the exponential growth in data collection for FSD, suggesting that its successful implementation will have a significant positive impact on Tesla's stock. The speaker encourages investors to consider these factors when evaluating Tesla's long-term potential.
1. The speaker emphasizes that Tesla's future success doesn't solely depend on its vehicles, but also on two other key areas: energy and Full Self-Driving (FSD).
2. Tesla's energy business is growing over 100% year-over-year, which is considered significant.
3. Tesla's energy revenue and profits are expected to surpass vehicle revenue and profits in the future.
4. The speaker suggests that Tesla's energy business is more important than its vehicle business, as it's a limitless business with high demand.
5. Tesla's Full Self-Driving (FSD) technology is expected to significantly increase the company's stock value once fully developed.
6. The speaker believes that Tesla's energy business and FSD are the next big things for the company, and investors should pay attention to these areas.
7. The speaker suggests that Tesla's energy business is expected to grow bigger than its vehicles and FSD businesses combined.
8. The speaker believes that Tesla's Full Self-Driving (FSD) technology will be a game-changer for the company when fully developed and operational.
9. The speaker emphasizes that Tesla's energy business is expected to grow significantly over the next few years, and this growth will be a key factor in the company's future success.
10. The speaker believes that Tesla's Full Self-Driving (FSD) technology will be a game-changer for the company when fully developed and operational.