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We Are Ready For Prime Time
The Compound and Friends
Tesla's Compound to Growth Rate for the Next Seven Years
Tesla could be the first company to get to a 5 trillion market cap? We think it could. So that'll be the engine. Because what is this? Many people, analysts in particular, say, electric vehicles, 25% gross margins. What they're not thinking about is autonomous mobility will have SaaS like multiples. Not car margins. And so our base case now, I think the stock is around $200. Our base case for 2027 with autonomous mobility in there is $2,000.
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