Tesla's latest earnings call was a glimpse into the future.

The company's vision of the transportation market is revolutionary, and the company is betting big on it.

Branded as “Amazing Abundance,” Tesla’s (TSLA) new mission captures Elon Musk’s optimism—and his expectation that Optimus robots could eventually reshape U.S. economic output. On the company’s ...

Tesla's 2025.32.3 software update introduces a change in how airbags deploy in the case of a crash. Newer Tesla Model 3 and Model Y now use cameras to predict a front impact, making front airbags ...

We initiated our position at roughly $235 per share, investing about 8% of our capital at cost. Since then, the stock has appreciated roughly 75%, and it now represents around 12% of our portfolio.

Tesla’s aim seems to be to pivot to robotics, autonomous solutions, and AI. That is a pivot that does make sense. At the same time, we should keep timeline risks and commercialization success in mind.