Cathie Wood-Led Ark Investment Management Identifies Tesla's Three Key Growth Catalysts
Portfolio Pulse from Anan Ashraf
Analysts from Ark Investment Management, led by Cathie Wood, have identified three key growth catalysts for Tesla Inc. These include the potential of the robotaxi, the Full Self-Driving (FSD) software, and the Dojo Supercomputer project. The analysts believe these factors could drive significant value creation for Tesla, which may have been overlooked by Wall Street.
July 25, 2023 | 3:54 am
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Ark Investment Management analysts see three key growth catalysts for Tesla: the robotaxi, the Full Self-Driving software, and the Dojo Supercomputer project. These could drive significant value creation for the company.
The identified growth catalysts are significant aspects of Tesla's business model and future plans. The robotaxi could account for over two-thirds of Tesla’s enterprise value in 2027, according to Ark analysts. The FSD software is seen as a competitive advantage for Tesla, with ongoing discussions about licensing it to a major automaker. The Dojo Supercomputer project, in which Tesla plans to invest over $1 billion by the end of 2024, is also seen as a potential driver of growth.
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