Tesla Inc (TSLA.O): The Art of the Possible

Tesla's new Roadster is a showcase of engineering prowess: sub-0.6s 0-60, 230+ mph, fan-based down-force and SpaceX thrusters that allow it to fly (literally). Near-term volume and EPS impact are likely negligible, but as a halo for Tesla's engineering edge and SpaceX crossover, it's hard to ignore. The Roadster features 0-60 in <0.59 seconds for the Rocket trim, a top speed exceeding 230 mph, fan suction system, UV and cryogenic protection, electrostatic dissipation, and SpaceX-developed cold-gas thrusters supporting forward and upward acceleration plus lateral rotational movement. Production is targeted for 2028. We are turning more constructive on Tesla heading into 3Q earnings, as improving execution across Robotaxi and the core auto business provides greater support for the long-term thesis. Tesla's rapid Cybercab expansion in Austin, with fleet size increasing eightfold to more than 300 vehicles in just 30 days and cumulative unsupervised miles surpassing 1mn, represents a meanin