10 reasons I can’t own enough Tesla stock – By Kyle Manning
Welcome back to the G.L.A. INVE$T Newsletter, Where Our Mission is to Empower Our Subscribers with Breaking news, News translation, Stock Spotlights, Deep-Dive Research and 24/7 Coverage of The Most Innovative Investments Of Our Time. We Are Longterm Investors With An Investment Objective Of Exponential Growth and Compounding Interest. My Perspective and Opinions Were Formed Over A 25 Year Career In Finance, 20 Years Of which I spent as a Stockbroker Trading For High Net Worth Clients. I Retired My License In 2022 to Create The G.L.A. INVE$T Community and To Market Private equity Funds. Thank You For Reading, Lets Get After it!!
Stock Spotlight: Tesla (TSLA)
At G.L.A. INVE$T, we don’t follow the herd. We follow the innovation curve. Tesla has been our #1 favorite long-term investment play since 2019, and despite the noise, the FUD (Fear, Uncertainty, and Doubt), and the headlines, our conviction has never been higher.
In fact, we love that the narrative is wrong.
According to the G.L.A. BIBLE, the greatest opportunities for generational wealth are found where the market misunderstands the timeline of disruption. The mainstream media sees a car company struggling with competition. We see an AI robotics and energy behemoth on the verge of extreme execution.
A while back, it was said that Tesla could be worth $20 trillion. Elon Musk responded, “It’s possible with extreme execution.” Well, guess what Musk has been doing lately? Exactly that.
Here are 10 of the latest reasons I can’t possibly own enough Tesla shares.
1. The Energy Storage Monster
Tesla recently dropped a record monster 46.7 gigawatt-hours of energy storage, with an amazing 14.2 GWh deployed in Q4 alone. This smashed records and beat expectations by a mile. Why does this matter? Because AI data centers are sucking power like electronic black holes, and the electrical grids are an antiquated mess. Tesla Megapacks are the fix. They are high-margin and scaling like crazy with factories in Houston, Shanghai, and Lathrop cranking them out.
2. Optimus: The Real Game Changer
Optimus is going to be so successful that people will eventually forget Tesla made cars. It’s a big statement, but Gen 3 hardware is rolling into Giga Texas right now with FSD V15 brains, dexterity, and navigation. This was science fiction a year ago. Musk now says 80% of the long-term value may come from this. We are looking at thousands deployed internally by 2026, scaling to 100,000 robots a year. This will redefine labor markets and economies.
3. The Cleanest Lithium Refinery on Earth
In Robstown, Texas, Tesla has built the first spodumene-to-hydroxide refinery in North America. It is an acid-free process giving them vertical control from dirt to battery. Production is confirmed for January 2026 (right now). The “China lithium advantage” narrative? Consider it canned.
4. Starlink Convergence
A fresh patent published in December 2025 reveals roof-integrated RF transparent antennas. This means hidden, seamless connectivity—no ugly dish on cars or aircraft. Starlink turns every Tesla into an unbreakable node on the global grid. Satellite connectivity is now baked in, meaning zero dead zones for FSD and your car becomes a total “convergence zone” for remote everything.
5. The SpaceX Multiplier
Without SpaceX, the U.S. would be playing catch-up. Musk believes Starship will hit one launch per hour in roughly three years. As orbital costs plummet, building in space goes up. While SpaceX is a separate entity, the shared materials science and manufacturing ethos benefit Tesla directly. Space is a multi-billion dollar opportunity, and Tesla is the ground-based anchor of that ecosystem.
6. The #1 Luxury Brand in China
Even with BYD crushing mass-market EVs, Tesla is the number one luxury brand in China. While BYD moves volume (2.26 million vs Tesla’s 1.64 million global in ’25), Tesla owns the top end. Luxury, loyalty, and safety mean Tesla has the margins, while competitors are forced to go cheap.
7. Nuking the Supply Chain (In-House Magnetics)
Tesla is about to disrupt the entire supply chain by printing its own power magnetics in-house. This means next-gen motors will ditch the rare earth hype—putting “clickbait artists” out of business. More importantly, it means vertical supply control, lower costs, and better performance for vehicles, Energy, and Optimus.
8. Cybercab is Here
Production kicks off in April 2026 at Giga Texas. Unsupervised FSD means fleets of cars running 24/7 with no drivers. The economics flip from legacy Capex-heavy cars to “software with wheels.” This could redefine passive income for millions of families, allowing their cars to work while they sleep. Tesla changes a few lines of code and adds billions to the top line.
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9. Exploding Energy Margins
Energy margins are already “stupid silly” and exploding. Deployments are doubling, and factories are ramping to 133 GWh/year capacity. The ticker tourists focus on 10 years from now, but Tesla is the only player delivering today. This is a quiet trillion-dollar shift that is already happening.
10. The Ultimate “Memory” Stock
Investors are enamored with Micron and Samsung, but Tesla is the ultimate rolling memory network. It creates an ecosystem of video, fusion, edge inference, and feedback—none of which needs to be reset. The whole enchilada improves by remembering. Over-the-air updates mean the entire company is built on data recall and reuse. $20 trillion might actually be a low estimate.
The Bottom Line: Ignore the Noise
Critics scream about competition, but show me another company scaling massive Gigafactories, iterating FSD at breakneck speed, deploying robotaxis, and pushing humanoid robots to production simultaneously. There isn’t one. The competition line is a red herring.
They also grouse about valuations. But remember:
Amazon peaked at a PE ratio north of 3,000.
Netflix peaked at nearly 400.
Nvidia peaked over 240.
All of these were called “uninvestable” right before they created life-changing wealth. High-growth companies do not play by yesterday’s fair value constraints.
Since its IPO in 2010, Tesla has returned over 27,000%. That turns a $1,000 investment into over $278,000. Compare that to the S&P 500’s 780% return over the same period. Can you afford to miss that kind of wealth potential if Musk does it again?
I plan to own my shares for the rest of my life. Profits are always found at the edge of absurdity. Think differently. Embrace change.
As always, Let Me know if You Need Any research!!
Kyle Manning
G.L.A. INVE$T RESEARCH