What Money or Life 美股频道 said in this video:
- TSLAneutralmid-termStorage deployment growth nearly stalled in 2024 with capacity underutilized, which disappointed him, but 2025 Megapack capacity is sold out with record backlog, so next year could see a ~50% growth rebound if the Texas ramp goes well.Source
- TSLAbullishlong-termFSD subscription revenue already contributes about a third of net income with accelerating adds, and once unsupervised FSD rolls out around Q2 2025 he is confident usage will take off.Source
- TSLAbearishmid-termRobotaxi's contribution to revenue and profit is delayed roughly four to six quarters versus his expectation, only becoming significant in H2 2025 — a key reason he has been less bullish on Tesla.Source
- TSLAneutralmid-termThe host repeatedly states he has no high expectations for Tesla's fundamentals or stock before H1 2025, since storage growth stalled and Robotaxi/Optimus contributions only become significant in H2 2025.Source
- TSLAbearishlong-termOptimus is his most disappointing segment: hardware design is still changing and ramp has not started, and he expects two to three years or more to reach one million units per year.Source