TSLA — Cole Grinde Bull Frame · 15+ Ongoing Initiatives
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Cole Grinde lists 15+ ongoing initiatives for a bull case on TSLA: Cybercab in Production, Semi in Production, Robotaxi Scaling, FSD subs growing, manufacturing capacity growing, lithium refining in production, supercharging growing, Optimus Giga factory being built, battery & cell production growing, Megapack 3 coming, regional supercharging data centers, best-ever AI chip. Counter-narrative to today's downgrade wave.
Cole Grinde's 15+ List
Why Tesla is a strong buy right now, per Cole Grinde:
1. Cybercab in Production
2. Semi in Production
3. Robotaxi scaling
4. FSD subscribers growing
5. Manufacturing capacity growing
6. Lithium refining in Production
7. Supercharging growing
8. Optimus Giga factory being actively built
9. Battery & cell production growing
10. Megapack 3 coming
11. Regional supercharging data centers coming
12. Tesla AI chip expected to be the best ever
13. All areas of the business growing
14. FSD being improved as fast as possible
15. Quite literally creating a future that doesn't currently exist
Why This Frame Matters Today
A counter-narrative to today's analyst downgrade wave. Analysts focus on margin/CAPEX-payback uncertainty; this frame focuses on the breadth of ongoing initiatives. Both are legitimate — analysts price short-term earnings profile, bulls price medium-term optionality.
Validation Axis
Each initiative needs to translate into earnings on a real timeline. Cybercab pilot → launch, Semi mass-production SOP, Optimus Gen 3 SOP, Megapack 3 deployments — sequential confirmations will provide quantitative backing to the bull frame.
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.