# TSLA bull case: 36 Sourced Claims, Contested Facts & Evidence

Evidence that TSLA can sustain growth or is undervalued.

Authors: nineDan
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Cite a claim as: MoyoMap, "TSLA bull case: 36 Sourced Claims, Contested Facts & Evidence", claim {id}, https://moyomap.com/maps/tsla-bull-case.md#{id}. “Moyo, a product of SenTeGuard Inc.”

### Tesla delivered a quarterly record of 497,099 vehicles in Q3 2025.

Id: claim_1ad4d7eda00c5e39aa78dc92
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Tesla delivered a quarterly record of 497,099 vehicles in Q3 2025.

Labels: Source-linked, Low

### ARK Invest's 2031 base case models a TSLA share price of approximately $4,400, projecting 8.1 million Robotax…

Id: claim_3bf417e7eed39944bc1e027c
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

ARK Invest's 2031 base case models a TSLA share price of approximately $4,400, projecting 8.1 million Robotaxis deployed, $753 billion in ride-hail revenue, and an additional $2.29 trillion valuation for Optimus.

Labels: Source-linked, Low

### JATO Dynamics reported that the Tesla Model Y registered 1.185 million global sales in 2024, trailing the Toy…

Id: claim_3d18b20aa695402fb0e451d5
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

JATO Dynamics reported that the Tesla Model Y registered 1.185 million global sales in 2024, trailing the Toyota RAV4 by approximately 2,000 units.

Labels: Source-linked, Low

### Tesla Superchargers delivered 2.4 TWh in Q3 2026 across 69 million sessions, bringing all-time cumulative ene…

Id: claim_451a3456a20f15dc29e9dbcd
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Tesla Superchargers delivered 2.4 TWh in Q3 2026 across 69 million sessions, bringing all-time cumulative energy delivery to 28.9 TWh.

Labels: Source-linked, Low

### Optimus production reached several hundred units per week by August 2026, with an internal target exceeding 1…

Id: claim_47c2556d986ab8b69d50b1fe
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Optimus production reached several hundred units per week by August 2026, with an internal target exceeding 1,000 units weekly by the end of 2026.

Labels: Inferred, Medium

### In Q3 2024, Tesla's automotive cost of goods sold (COGS) per vehicle reached a company low of approximately $…

Id: claim_df482306fdffeca5312acaed
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

In Q3 2024, Tesla's automotive cost of goods sold (COGS) per vehicle reached a company low of approximately $35,100.

Labels: Source-linked, Low

### Tesla's in-house lithium refinery in Texas commenced operations in January 2026.

Id: claim_e4ad36715ae235cc8f647886
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Tesla's in-house lithium refinery in Texas commenced operations in January 2026.

Labels: Source-linked, Low

### Section 45X of the U.S.

Id: claim_e72697c167c7dc2188a7a807
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Section 45X of the U.S. Internal Revenue Code provides Tesla up to $45/kWh ($35/kWh for cells and $10/kWh for modules) in manufacturing subsidies for domestic battery production.

Labels: Source-linked, Low

### Tesla's automotive gross margin excluding regulatory credits rose to 17.55% in H1 2026 from 15.35% for full-y…

Id: claim_ef1f617442587eb1f1b99cbc
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Tesla's automotive gross margin excluding regulatory credits rose to 17.55% in H1 2026 from 15.35% for full-year 2025.

Labels: Source-linked, Low

### Tesla unveiled the dedicated two-seat autonomous Cybercab on October 10, 2024, featuring inductive charging,…

Id: claim_f23ff6f42276f037363f086b
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Tesla unveiled the dedicated two-seat autonomous Cybercab on October 10, 2024, featuring inductive charging, no steering wheel, and a targeted sub-$30,000 production cost.

Labels: Source-linked, Low, investigate

### Megapack Manufacturing and Production Facilities

Id: section_43392ea00391a10cce2450dd
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Megapack Manufacturing and Production Facilities

Labels: Inferred, Low

### Robotaxi Fleet and Cybercab Operations

Id: section_5c038f6f965487128108f852
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Robotaxi Fleet and Cybercab Operations

Labels: Inferred, Low

### Liquidity and Cash Flow Metrics

Id: section_6518b9e3286728a598aca200
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Liquidity and Cash Flow Metrics

Labels: Inferred, Low

### Energy Storage Financial Performance and Deployments

Id: section_731759c43213a9ba1707dc06
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Energy Storage Financial Performance and Deployments

Labels: Inferred, Low

### Supercharger Network Scale and Performance

Id: section_afc1591ca5ba95a0b43acf59
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Supercharger Network Scale and Performance

Labels: Inferred, Low

### Full Self-Driving Fleet Metrics and Software

Id: section_d31e29ed03d8dde86081979a
Parent: topic_jmWDSlS6cXOrotHjFGxe
Depth: 1

Full Self-Driving Fleet Metrics and Software

Labels: Inferred, Low

#### Piper Sandler estimated that Section 45X production credits provide Tesla an operating cushion of approximate…

Id: claim_037808a73bc840b7f54f96f5
Parent: claim_e72697c167c7dc2188a7a807
Depth: 2

Piper Sandler estimated that Section 45X production credits provide Tesla an operating cushion of approximately $900 per vehicle quarter-over-quarter.

Labels: Source-linked, Low

#### Tesla’s Full Self-Driving (Supervised) fleet logged over 2 billion real-world miles by Q3 2024.

Id: claim_081c6f19ef9f61549d035848
Parent: section_d31e29ed03d8dde86081979a
Depth: 2

Tesla’s Full Self-Driving (Supervised) fleet logged over 2 billion real-world miles by Q3 2024.

Labels: Source-linked, Low

#### In Q3 2024, Tesla's Energy Generation and Storage segment achieved a gross margin of 30.5%, up from 24.4% in…

Id: claim_0dc424f9da451f25e848ea61
Parent: section_731759c43213a9ba1707dc06
Depth: 2

In Q3 2024, Tesla's Energy Generation and Storage segment achieved a gross margin of 30.5%, up from 24.4% in Q3 2023.

Labels: Source-linked, Low

#### Tesla completed construction of its Megafactory in Shanghai in December 2024 and began production in February…

Id: claim_2408417598d0ad210bd675a4
Parent: section_43392ea00391a10cce2450dd
Depth: 2

Tesla completed construction of its Megafactory in Shanghai in December 2024 and began production in February 2025, adding 10,000 Megapack units (~40 GWh) of annual capacity.

Labels: Source-linked, Low

#### Tesla's Supercharger network exceeded 67,000 connectors across more than 6,900 stations globally by year-end…

Id: claim_27b8acd1b37baa58373a914c
Parent: section_afc1591ca5ba95a0b43acf59
Depth: 2

Tesla's Supercharger network exceeded 67,000 connectors across more than 6,900 stations globally by year-end 2024, dispensing over 5.2 TWh of energy during the year.

Labels: Source-linked, Low

#### Tesla's unsatisfied performance obligations in its energy segment totaled $10.42 billion at the end of 2025.

Id: claim_2a70855e37ba3ba59a0a4f1e
Parent: section_731759c43213a9ba1707dc06
Depth: 2

Tesla's unsatisfied performance obligations in its energy segment totaled $10.42 billion at the end of 2025.

Labels: Source-linked, Low

#### Tesla's Houston Megafactory is designed for 50 GWh per year of Megapack 3, bringing total planned Megapack ca…

Id: claim_353676509a0d05ecb79d4f48
Parent: section_43392ea00391a10cce2450dd
Depth: 2

Tesla's Houston Megafactory is designed for 50 GWh per year of Megapack 3, bringing total planned Megapack capacity across Houston, Lathrop, and Shanghai to roughly 133 GWh.

Labels: Source-linked, Low

#### Tesla held approximately $44 billion in cash, cash equivalents, and investments as of mid-2026.

Id: claim_3abd62b990ae710af4e87dfc
Parent: section_6518b9e3286728a598aca200
Depth: 2

Tesla held approximately $44 billion in cash, cash equivalents, and investments as of mid-2026.

Labels: Source-linked, Low

#### Tesla's full-year 2025 energy storage deployments reached 46.7 GWh, representing a 49% increase from 31.4 GWh…

Id: claim_4ef23c00b252f2d7c02e31fa
Parent: section_731759c43213a9ba1707dc06
Depth: 2

Tesla's full-year 2025 energy storage deployments reached 46.7 GWh, representing a 49% increase from 31.4 GWh in 2024.

Labels: Source-linked, Low

#### Tesla generated $14.75 billion in operating cash flow and $6.22 billion in free cash flow in 2025.

Id: claim_5040e9aa35673bd2b1874611
Parent: section_6518b9e3286728a598aca200
Depth: 2

Tesla generated $14.75 billion in operating cash flow and $6.22 billion in free cash flow in 2025.

Labels: Source-linked, Low

#### Tesla's energy generation and storage revenue totaled $12.771 billion in 2025, up 27% year-over-year, with a…

Id: claim_6e9b9acfb47f223957085d0a
Parent: section_731759c43213a9ba1707dc06
Depth: 2

Tesla's energy generation and storage revenue totaled $12.771 billion in 2025, up 27% year-over-year, with a gross margin of 29.8%.

Labels: Source-linked, Low

#### Tesla active FSD subscriptions reached over 1.48 million with an estimated 55% attach rate on new North Ameri…

Id: claim_9c7a7d30ee13898a1787cede
Parent: section_d31e29ed03d8dde86081979a
Depth: 2

Tesla active FSD subscriptions reached over 1.48 million with an estimated 55% attach rate on new North American vehicles.

Labels: Source-linked, Low

#### Tesla Q3 2026 vehicle deliveries exceeded 486,000, while energy storage deployments reached 13.7 GWh in the s…

Id: claim_a9289eee98fa30a10887306c
Parent: section_731759c43213a9ba1707dc06
Depth: 2

Tesla Q3 2026 vehicle deliveries exceeded 486,000, while energy storage deployments reached 13.7 GWh in the same quarter.

Labels: Source-linked, Low

#### State NEVI program grant data shows Tesla's fast-charging installation costs average $40,000 to $50,000 per s…

Id: claim_b6a1aed2d449d47f12c6dc18
Parent: section_afc1591ca5ba95a0b43acf59
Depth: 2

State NEVI program grant data shows Tesla's fast-charging installation costs average $40,000 to $50,000 per stall, which is 50% to 70% below the $100,000+ per port costs of competing operators.

Labels: Source-linked, Low

#### Tesla's Full Self-Driving Version 12 replaced over 300,000 lines of human-written C++ code with end-to-end vi…

Id: claim_bd06d0d177edad9d5641ec7a
Parent: section_d31e29ed03d8dde86081979a
Depth: 2

Tesla's Full Self-Driving Version 12 replaced over 300,000 lines of human-written C++ code with end-to-end vision-to-control neural networks.

Labels: Source-linked, Low

#### Tesla deployed 31.4 GWh of battery energy storage products in FY 2024, representing a 114% year-over-year inc…

Id: claim_ddb461628fbfa339d80c2dec
Parent: section_731759c43213a9ba1707dc06
Depth: 2

Tesla deployed 31.4 GWh of battery energy storage products in FY 2024, representing a 114% year-over-year increase and exceeding $10 billion in annual energy storage segment revenues.

Labels: Source-linked, Low

#### Tesla converted Model S and X manufacturing lines in Fremont for Optimus production, and designed Gigafactory…

Id: claim_ea716bcde9b2b6d35e3c6c0b
Parent: claim_47c2556d986ab8b69d50b1fe
Depth: 2

Tesla converted Model S and X manufacturing lines in Fremont for Optimus production, and designed Gigafactory Texas for annual production of 10 million units with external sales targeted for 2H 2027.

Labels: Source-linked, Medium

#### Tesla's unsupervised Robotaxi fleet logged over 1 million miles by September 2026 across metro areas in Austi…

Id: claim_efe1a8346991ef69047ac9c1
Parent: section_5c038f6f965487128108f852
Depth: 2

Tesla's unsupervised Robotaxi fleet logged over 1 million miles by September 2026 across metro areas in Austin, Dallas, Houston, and Florida.

Labels: Source-linked, Medium

##### Megapack 3 production began in August 2026, featuring 5 MWh of energy storage per unit compared to 3.9 MWh in…

Id: claim_7c9ef2a98006d9a3cb3125a7
Parent: claim_353676509a0d05ecb79d4f48
Depth: 3

Megapack 3 production began in August 2026, featuring 5 MWh of energy storage per unit compared to 3.9 MWh in prior versions.

Labels: Source-linked, Low

##### Tesla's Cybercab entered commercial Robotaxi service in Austin in September 2026 with production based at Gig…

Id: claim_947d449bcb5a02fe55ab30b3
Parent: claim_efe1a8346991ef69047ac9c1
Depth: 3

Tesla's Cybercab entered commercial Robotaxi service in Austin in September 2026 with production based at Gigafactory Texas and a target retail price under $30,000.

Labels: Source-linked, Medium