Investor's Corner
Tesla (TSLA) bull projects massive growth in 2020 even with conservative estimates
This year has been one of Tesla’s most historic yet, with the company’s shares dropping to over two-year lows before recovering and reaching new all-time highs. As 2019 ends with Tesla showing its strength in terms of vehicle production and deliveries, an ardent TSLA bull has stated that the company is on the cusp of even more dramatic growth next year. What’s more, Tesla seems poised for this growth even with conservative estimates.
Forecasts from Tesla investor-enthusiast Galileo Russell of YouTube’s Hyperchange channel have always been on the more conservative side. For his 2020 financial projections, the investor adopted the same stance. Despite this, results from the Hyperchange host’s research points to Tesla potentially delivering around 600,000 electric cars in 2020, provided that Model Y production hits its stride at the latter half of the year. That’s around a quarter of a million more than the vehicles Tesla will likely deliver this year.Â
In a video outlining his thesis, Russell explained that Tesla is now at a point where its core business is seemingly headed towards more stable waters. Cash flow continues to show strength, and the company is sitting on $5 billion in cash. Demand for its vehicles like the Model 3 is validated by sales in the United States, Europe, and China as well, putting the “demand problem” short thesis to rest. Apart from this, Tesla has returned to profitability, and these sentiments are pretty much reflected in the company’s stock, which has broken the $400 per share barrier while hitting all-time-highs.
In a way, Tesla is in a great place to start producing a vehicle that has the potential to carry it higher: the Model Y. The Model Y is a crossover, which means that it is targeted towards one of the auto industry’s most lucrative segments. If the Model 3, a vehicle that competes in a segment that is showing a decline in several regions, can push Tesla so far up, one can only imagine what the Model Y can do to boost the electric car maker further. Tesla, after all, expects the Model Y to outsell the Model S, Model X, and Model 3 combined.
That being said, the TSLA investor expects Tesla Model Y production to be fairly gradual. Russell was optimistic in his projection that a few Model Y can enter production as early as Q1, but he remained conservative for the first half of the year. Overall, the Hyperchange host expects Model Y to hit its stride in the third quarter with a production of about 25,000 units. If Tesla accomplishes this, Russell noted that the crossover’s production could go as high as 75,000 in Q4. This is despite the investor’s prediction that Model S and X sales will drop to their lowest levels as buyers wait for the vehicles’ Plaid variants, and that the Model 3 will see some cannibalization from its crossover sibling.
It should be noted that Russell’s expectations don’t account for several factors that Tesla could still improve, including efficiencies in its vehicle production process and its gross margins. Considering these factors, Tesla may very well remain profitable while allowing the company to pursue other high-profile projects such as the establishment of the Megacharger Network for the Semi, or the buildout of massive projects such as Gigafactory 4 in Europe.
It should also be noted that the Hyperchange host’s models do not account for any additional revenue streams that Tesla can tap into, such as its batteries and powertrains that could be sold to OEMs for their own electric cars. Elon Musk has stated that he is open to such ideas, and Fiat-Chrysler, which already buys credits from Tesla, has expressed interest in tapping into the Silicon Valley-based company’s technology. Considering the lead that Tesla continues to establish in terms of range and efficiency, the idea of a veteran automaker utilizing the company’s batteries and powertrains is more than feasible.
Tesla stock has been on a massive rally lately, and as shares hit a record high, speculations were abounding that the rise was due to shorts covering, or sentiments improving from investors. Russell argues that the recent stock movement for TSLA is also driven, if not primarily, by the steady improvement in Tesla’s fundamentals. Little by little, Tesla is becoming more and more like a full-fledged business, and as it rakes in the profits amidst its growth, the company may very well be headed towards even more milestones in the near future.
Watch the Hyperchange host’s full forecasts for Tesla in 2020 in the video below.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Elon Musk
Tesla FSD in Europe vs. US: It’s not what you think
Tesla FSD is approved in the Netherlands, but the European version differs from what US drivers use.
On April 10, 2026, the Dutch vehicle authority RDW granted Tesla the first European type approval for Full Self-Driving Supervised, making the Netherlands the first country on the continent to authorize Tesla’s semi-autonomous system for customer use on public roads.
As Teslarati reported, the RDW approval followed 18 months of testing, more than 1.6 million kilometers driven on EU roads, 13,000 customer ride-alongs, and documentation covering over 400 compliance requirements. Tesla Europe had been running public demo drives through cities like Amsterdam and Eindhoven since early 2026, giving passengers their first experience of the system on European streets.
The European version of FSD is not the same software US drivers use. The RDW’s own statement is direct, noting that the software versions and functionalities in the US and Europe “are therefore not comparable one-to-one.” We’ve compile a table below that captures the most significant differences between US-based Tesla FSD vs. European Tesla FSD that’s based on what regulators and Tesla have publicly confirmed.
| Feature | FSD US | FSD Europe (Netherlands) |
| Regulatory framework | Self-certification, post-market oversight | Pre-market type approval required (UN R-171 + Article 39) |
| Hands requirement | Hands-off permitted on highway | Hands must be available to take over immediately |
| Auto turning from stop lights | Available — navigates intersections, turns, and traffic signals autonomously | Available in EU build — confirmed in Amsterdam demo footage handling unprotected turns and signalized intersections |
| Driving modes | Multiple profiles including a more aggressive “Mad Max” mode | EU build is more conservative by default and errs on the side of restraint when it cannot confirm the limit |
| Summon | Available — Smart Summon navigates parking lots to driver | Status unclear — not confirmed as part of the RDW-approved feature set; urban FSD approval targeted separately for 2027 |
| Driver monitoring | Camera-based eye tracking | Stricter continuous monitoring with more frequent intervention alerts |
| Software version | FSD v14.3 | EU-specific builds that must be separately validated by RDW |
| Geographic restriction | US, Canada, China, Mexico, Australia, NZ, South Korea | Netherlands only; EU-wide vote pending summer 2026 |
| Subscription price | $99/month | €99/month |
| Full urban FSD scope | Available | Partial — separate urban application planned for 2027 |
The approval comes as Tesla is under real pressure to grow FSD subscriptions globally. Musk’s 2025 CEO compensation package, approved by shareholders, includes a milestone requiring 10 million active FSD subscriptions as one condition for his stock awards to vest. Tesla hit one million subscriptions during its Q4 2025 earnings call, which is a meaningful start, but still a long way from the target. Opening Europe as a market for subscriptions, rather than just hardware sales, directly accelerates that number.
Tesla has said it anticipates EU-wide recognition of the Dutch approval during summer 2026, which would extend FSD access to Germany, France, and other major markets through a mutual recognition process without each country repeating the full 18-month review. That timeline is Tesla’s projection, not a confirmed regulatory outcome. As Musk acknowledged at Davos in January 2026, “We hope to get Supervised Full Self-Driving approval in Europe, hopefully next month.”
Elon Musk
Tesla Supercharger for Business exposes jaw-dropping ROI gap between best and worst locations
Tesla’s new Supercharger for Business calculator reveals an eye-opening all-in cost and location-based ROI projections.
Tesla has launched an online calculator for its Supercharger for Business program, giving property owners their first transparent look at what it really costs to install Superchargers on site and what kind of return they can expect.
The program itself launched in September 2025, allowing businesses to purchase and operate Supercharger hardware on their own property while Tesla handles installation, maintenance, software, and 24/7 driver support. As Teslarati reported at launch, hosts also get their logo placed on the chargers and their location integrated into Tesla’s in-car navigation, meaning drivers are actively routed there. The stalls are open to all EVs, not just Teslas.
We launched Supercharger for Business in 2025 to help companies get charging right. We found simplicity and transparency to be a problem in this industry.
We’re now sharing pricing and a financial calculator to help make informed decisions. The goal is to accelerate investments,…
— Tesla Charging (@TeslaCharging) April 8, 2026
The new online calculator, announced by Tesla on Wednesday with the note that “simplicity and transparency” have been a problem in the industry, lets any business enter a U.S. address and get a real cost and revenue model. A standard 8-stall V4 Supercharger site runs approximately $500,000 in hardware and $55,000 per post for installation, bringing an all-in price just shy of $1 million. Tesla charges a flat $0.10 per kWh fee to cover software, billing, and network operations. Businesses set their own retail price and keep the margin above that fee.
Taking a look at Tesla’s Supercharger for Business online calculator, we can see that ROI is not uniform, and the gap between a strong location and a poor one can stretch the breakeven point by several years.
The biggest driver is foot traffic and how long people stay. A busy rest station, hotel, or outlet mall brings in repeat visitors who need to charge while they’re already stopped, pushing utilization numbers higher and shortening payback time.
Tesla Supercharger for Business ROI calculator
Local electricity rates matter just as much on the cost side. Markets like California carry some of the highest commercial electricity rates in the country, which eats into the margin between what a host pays per kWh and what they charge drivers. At the same time, dense urban areas with high EV adoption tend to support higher retail charging prices, which can offset that cost if demand is strong enough. Weather also plays a role. Cold climates reduce battery efficiency and increase charging frequency, but they can also suppress utilization in winter months if drivers avoid stopping in exposed outdoor locations. Suburban and rural sites face a different problem: lower baseline EV traffic, which means a site with cheaper power and lower operating costs can still take longer to pay back simply because the stalls sit idle more often. Tesla’s calculator uses real fleet data to pre-fill utilization estimates by ZIP code, so businesses can run their specific address against these variables rather than relying on averages.
The program has seen real adoption. Wawa, already the largest host of Tesla Superchargers with over 2,100 stalls across 223 locations, opened its first fully owned and branded site in Alachua, Florida earlier this year. Francis Energy of Oklahoma and the city of Alpharetta, Georgia have also deployed branded stations through the program, as Teslarati covered in January.
Tesla now exceeds 80,000 Supercharger stalls worldwide, and the calculator makes the economic case for accelerating that number through private investment rather than company-owned sites alone.
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