Wall Street Breakfast Tesla's trillion dollar question
Nov 2, 2025
Tesla's shareholder meeting is heating up as voters tackle Elon Musk's ambitious $1 trillion pay package, which could elevate his voting power. Meanwhile, Berkshire Hathaway continues to grow its cash reserves, now nearing $390 billion, and is eyeing leadership changes under Greg Abel. Analysts are curious about Palantir's upcoming earnings, especially regarding its AI growth potential. Meanwhile, shifts in US-China trade policies could change the landscape for tech exports. It's a week packed with key earnings reports and market movements!
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High-Stakes Tesla Shareholder Moment
- Tesla's shareholder meeting will centrally decide Musk's unprecedented $1 trillion compensation and the company's strategic direction.
- The meeting highlights key initiatives like RoboTaxi, CyberCab, Semi ramp, and next-gen batteries that could reshape Tesla's future.
Musk's Pay Tied To Stretch Milestones
- The board proposes paying Musk in shares over 12 tranches tied to milestones, potentially boosting his voting power to 25%.
- This structure links massive pay to achievements in AI and robotics beyond vehicle electrification.
Analyst Notes Tesla's Unreasonable Track Record
- Seeking Alpha analyst Oliver Rojanko notes a low probability of full realization but points to Tesla's history of defying expectations.
- He frames Musk's track record as a reason some shareholders keep believing despite improbabilities.