TSLA numbers are the pulse of the EV market, with price cuts and laggard Domestic manufacturers not eating its market share.
Power wall sales directly to gas/petrol stations worldwide. These will only go up because TSLA is not a car company. They are going to pivot to an energy and EV infrastructure.
The recent adoption of the NAS Tesla Plug as the North American "standard" and its competitors are going along with it.
Those are the reasons I can see these numbers come around. Then, I thought about US military spending, and the rest of the range filled in, as the US spends over $860 billion a year on its military. The US military will not go completely EV, but they will have the most heavily integrated EV/battery infrastructure that money can buy,, and then they will sell the maintenance to TSLA because no one else is doing it.
TL; DR, they'll own the taps and be the next EXXON.
Also, private capital investment into [public projects is generally guaranteed at least a 7% return - here, expect that in multitudes.
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