Elon’s Election Year Moonshot

Elon Musk ONLY thinks big.

And he wants things done right.

Take, for instance, his stance on lidar-reliant autonomous driving.

(Lidar, which stands for Light Detection and Ranging, is a technology that uses laser light to create high-resolution maps of the environment.💡)

Elon Musk’s stance on lidar-reliant autonomous driving is clear and unequivocal: he believes it is unnecessary for achieving full self-driving capabilities.

During Tesla’s Autonomy Day in 2019, Musk described lidar as a “fool’s errand” and predicted that companies heavily investing in this technology would eventually abandon it. He argues that Tesla’s approach, which relies on a combination of cameras, neural networks, and a low-cost inference computer, mimics human vision and can achieve the same, if not better, results without the need for lidar.

Musk’s reasoning is that human drivers navigate the world using visual input from their eyes, processed by their brains, and Tesla aims to replicate this process with its Full Self-Driving (FSD) technology.

By focusing on passive optical image recognition and machine learning, Tesla believes it can create a more scalable and cost-effective solution. Additionally, Musk points out that lidar systems are expensive, bulky, and unnecessary for the task at hand.

This philosophy is just one example of Musk’s broader vision of creating technology that closely mimics human capabilities and experiences.

Optimus is another.

Optimus: A Multiplier for Human Ingenuity

Tesla’s venture into automation and robotics is a key part of its long-term strategy, promising to revolutionize various industries and redefine the nature of work as we know it.

Optimus Robot

The Optimus robot, Tesla’s humanoid robot also known as “Tesla Bot,” is designed to handle repetitive, dangerous, or mundane tasks, enhancing efficiency and productivity across different sectors.

Optimus has great potential to disrupt the labor market – for better and worse.

On the positive side, Optimus can address labor shortages and reduce reliance on manual labor, making industries more efficient and cost-effective. For instance, Optimus robots could be deployed in Tesla’s Gigafactories, assembling vehicles and batteries with precision and speed, thereby increasing production rates and lowering costs.

As robots like Optimus take over mundane tasks, humans can focus on more creative and strategic roles. This shift could lead to higher job satisfaction and productivity. For example, Tesla engineers could spend more time innovating and less time on routine maintenance and quality checks, as Optimus handles these tasks autonomously.

This also has impacts that ripple into immigration policies.

How?

Exposing Biden’s Immigration Agenda

By automating low-skilled jobs, the need for a large influx of low-skilled labor may decrease, eliminating the “who is going to work the mundane jobs no one wants” argument from the table.

As Tesla and other companies adopt automation, the demand for low-skilled labor may decrease, reducing the need for policies that promote large-scale immigration for such jobs.

At large, the implications of a more automated workforce align with Musk’s strategy to highlight inefficiencies in current labor practices and immigration policies, emphasizing the role of technology in creating a more skilled populace.

Automation also reduces costs significantly. Just ask Henry Ford why his initial assembly line was so widely adopted.

This adherence to creativity, efficiency, and approaching hard-to-tackle concepts the right way adds to our long-term bullish Tesla thesis.

Playing Tesla for Best Gains

Investing in Tesla now is a strategic move, given the company’s aggressive expansion into new technologies and markets.

We’re not just talking about buying TSLA shares outright, though. That wouldn’t deliver the kind of “moonshot” payoff we’re looking for.

Instead, we’ll go for maximum profit potential with something called a vertical call spread.

I’ll give you an example of what this trade could look like:

BUY +1 VERTICAL TSLA 100 19 SEP 25 240/250 CALL @ 2.05 LMT

That’s the top trade straight from my brother and LikeFolio co-founder, Landon Swan. Let’s break it down:

• Sept. of 2025 strike

• Buy $240 TSLA Call

• Sell $250 TSLA Call

• Risk is -$205 per contract

• Max loss will occur if TSLA remains below $240 on Sept. 19, 2025

• Max gain is +$795 per contract

• Max gain will occur if TSLA is above $250 on Sept. 19, 2025

With this trade, we have a year and a few months for TSLA to fight its way back to the highs of Dec. of 2023.

Frankly we think it could go a lot higher than $250, but this is a great *nearly 4-to-1 shot, giving us a potential max gain of +387%.

Let me show you why we’re so confident in this Elon’s Election Year Moonshot.

Increasingly Bullish LikeFolio Consumer Sentiment Data

Tesla mentions are up significantly year-over-year, driven by interest in the Cybertruck and Models X and Y. This surge in interest indicates strong consumer enthusiasm and brand engagement. The hype around the Cybertruck in particular is escalating…

Rising Consumer Interest

LikeFolio detected a massive surge in autonomous driving interest in April, taking mentions around AV tech to an all-time high:

Around the same time, in late March and early April, searches for Full Self-Driving (FSD) rocketed – and are currently holding 50% higher compared to 2023 levels.

This sustained interest highlights the growing demand for Tesla’s autonomous driving technology in particular.

Robust Web Traffic

Tesla’s web visits, predictive of future demand, show a 15% year-over-year increase in consumer traffic and a 34% increase on a two-year stack:

This uptick in online engagement suggests strong future sales and market interest.

Strong Product Pipeline

Model 2

The accelerated launch of the lower-priced Model 2 is expected to capture a significant market segment, boosting Tesla’s sales and market share. Anecdotal evidence from Tesla enthusiasts suggests high anticipation for the Model 2, with forums buzzing about its potential affordability and impact on the EV market.

Energy Solutions

Tesla’s advancements in solar energy and battery storage solutions are expected to grow, tapping into the increasing demand for renewable energy. A homeowner in California, for instance, reported significant savings on energy bills after installing Tesla’s Powerwall and solar panels, showcasing the practical benefits of Tesla’s energy products.

Full Self-Driving Adoption

Tesla’s Full Self-Driving (FSD) technology continues to make significant strides, with recent updates and strategic moves aimed at increasing adoption. Tesla has been offering free one-month trials of FSD to boost interest and user engagement.

Additionally, Tesla has cut the subscription price for FSD from $199 to $99 per month in the U.S. and Canada, making it more accessible to a broader audience.

Elon Musk has also announced that Tesla is in talks with a major automaker about licensing its FSD technology, potentially opening new revenue streams and expanding the technology’s market reach. The rollout of FSD Beta v12 has shown improvements and is set to build confidence in Tesla’s autonomous driving capabilities.

I personally use Tesla’s FSD feature and I’ll tell you this: It’s improved by leaps and bounds over the last year. (If you’re interested in hearing more about that, watch this April 30 video update, starting around the 3:15 mark.)

Bottom line: LikeFolio has pegged Tesla as a winner for some time. And we hold this conviction through November, no matter who is elected.

Win-Win Scenario Regardless of Election Outcome

Whether Biden, Trump, or a longshot third-party candidate like RFK Jr. (I) wins the White House, Tesla stands to benefit from its strategic advancements:

Under Biden: Emphasis on renewable energy and green technology aligns with Tesla’s core business, potentially resulting in favorable policies and incentives.

Under Opposing Leadership: Increased focus on innovation and economic competitiveness could drive further investments in automation and advanced technologies, benefiting Tesla.

Tesla’s strategic advancements in automation and robotics, particularly with the Optimus robot, position it well for long-term growth.

Investing in Tesla now with a long outlook could yield significant returns as the company continues to innovate and expand its market presence.

Furthermore, these advancements offer a potential win-win scenario for Tesla, regardless of the political landscape, by aligning with broader economic and technological trends.

The positive LikeFolio data you saw here further reinforces the bullish thesis, indicating robust consumer interest and engagement with Tesla’s products.