Tesla shares
Investment Thesis
Tesla's energy division expansion into UK electricity supply represents a significant undervalued growth vector trading at $395.01, with the market overly focused on near-term EV headwinds while ignoring the $90 billion energy business valuation. The UK license approval, combined with the Utilize coalition formation with Google, positions Tesla to replicate its successful Texas energy model across major markets, providing diversified revenue streams beyond automotive operations at attractive current valuations 16% below BofA's $460 conservative target.
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