Episode notes
Tesla shareholders approved a new (record-breaking) pay plan for Elon Musk tied to huge performance targets in autonomy, robots, and AI removing leadership uncertainty and refocusing the story on robotaxis, chips, and infrastructure (vote reportedly 75%+ in favor at the 6 Nov AGM in Austin).
WINNERS
EV & Charging Ecosystem - stability + faster product cadence (Cybercab/robotaxi) can lift demand and capex around Tesla’s network
$TSLA (Tesla): Leadership clarity + roadmap (robotaxi/Cybercab) keeps capital flowing toward autonomy and energy.
$CHPT (ChargePoint): More EV miles and fleet activity boost utilization and mix for third-party charging partners in the US.
AI Chips & Compute for Autonomy - Tesla’s autonomy push needs massive training/inference capacity
$NVDA (NVIDIA): More GP ...
Keywords
trading newstradingtslatrading ideatesla autonomy pay planrobotaxi