Tesla's AI Revolution is Here

Look, the naysayers still don't get it - Tesla isn't a car company.

It's an AI powerhouse that happens to make cars. And consumer interest continues to hover near all-time highs.

Let's break down what's actually happening:

FSD v13.2: Drastic Improvement

Tesla dropped FSD v13.2 in December and my goodness - the results are impressive. 5x more AI compute power, smoother rides, and even nailing tricky moves like reverse driving and parking.

The real kicker?

Tesla's pushing for robotaxis in 2025 with safety levels 700x better than human drivers. That's not a typo.

With earnings next week, we've lost a bit of our edge -- TSLA pre-releases key data, covered below:

• 2024 Deliveries: 1.79M (down from 1.81M in 2023)

• 2025 Growth Target: 20-30%

• Energy Storage Q4: 11.0 GWh

• Total 2024 Energy Storage: 31.4 GWh

• Cybertruck Q3 Sales: 16,000+ unit

We continue to view this name on a long-term horizon. The cultural shift is real.

Here's what the spreadsheet warriors miss: Tesla's creating a movement.

• Monthly active Tesla app users? Up 17% year-over-year.

• Brand interest? Hit new records, up 4% YoY.

Even the skeptics are converting - we're logging stories of old-school truck guys falling in love with their Cybertrucks, noting: "Two doors down, my neighbor bought that $160,000 Caddiclac EV SUV, and hehe, it is a hot mess compared to the Cybertruck."

Tesla is also taking a calcualted approach with with insurance.

Use FSD? Watch your premiums drop.

This isn't some marketing gimmick - it's Tesla betting real money that their AI drives better than humans. When's the last time you saw an insurance company voluntarily lower rates? The more real-time data Tesla has, the better its technology becomes.

The Wall Street Wake-Up Call

The big money's finally catching up to what we've known for years. Check out these moves in the last month:

• Piper Sandler: $500 🚀 (from $315)

• Mizuho: $515 + upgrade to "Outperform"

• Morgan Stanley: $430 (from $400)

• Barclays: $325 (from $270)

• Baird: $480 (from $280)

Tesla's got something no one else can buy: billions of miles of real-world driving data. Every Tesla on the road makes their AI smarter. Every mile driven widens the gap.

What are we watching from here?

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