EPISODE · May 21, 2026 · 23 MIN
#94 | Tesla Deep Dive | Full Self-Driving, Half the Story
from The Dutch Investors · host The Dutch Investors
Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward AI, robots, and full self-driving. We trace TSLA from the Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here.Support the showTry our all-in-one investing terminal!Research. Track. Compound. Your complete fundamental toolkit.A new company deep dive every 14 days!Professional investing toolsLive company financials and KPIsExclusive TDI-member community24/7 live access to our personal portfolio'sAll our buys & sellsAnd much more!➡️ www.TDI-Terminal.comYou can also find us on:X @DutchInvestorsSubstack @The Dutch InvestorsInstagram @The Dutch Investors🎁 Proud partners of PDT. Save 15% on any PDT plan! 🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan!Disclaimer:Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
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Tesla in 2026 is in the middle of an identity crisis. Margins are compressing, the car business is shrinking, and Elon Musk is pivoting the whole story toward AI, robots, and full self-driving. We trace TSLA from the Roadster gamble to today's $1.6 trillion bet on optionality and what has to go right from here. Support the show Try our all-in-one investing terminal! Research. Track. Compound. Your complete fundamental toolkit. A new company deep dive every 14 days!Professional investing tools...
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#94 | Tesla Deep Dive | Full Self-Driving, Half the Story
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