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Tesla stock (TSLA) could double thanks to edge in battery tech: Wall St veteran
Gary Black, a private investor who was once considered as one of Wall Street’s most prominent analysts in the tobacco industry, believes he has found the reason why Tesla stock (NASDAQ:TSLA) continues to climb. According to the finance veteran, a lot of it has to do with the company’s battery technology that just so happens to be head and shoulders above the competition.
On Thursday, Tesla’s stock ended the day at $404.04 a share, giving the company a $73 billion market value. Both of these are records for the electric car maker, and there may be more upside if the company meets its delivery and production targets this fourth quarter. That being said, Black noted in a statement to Barron’s that a lot of Tesla’s momentum is due to the company’s batteries, which give its vehicles like the Model S their industry-leading range.
“When you talk to dealers and non-EV users, the biggest obstacle to buying an EV is battery charge. People want the most range,” Black said.
Recent electric car releases from veteran automakers have only emphasized Tesla’s lead in efficiency and range. A Model 3 Standard Range Plus, for example, starts at $39,990 and offers 250 miles of emission-free driving. On the other hand, a Porsche Taycan Turbo, which costs about $150,000, will only offer 201 miles of range as per estimates from the EPA. That’s 20% less range for the Taycan at over three times the cost of the Model 3 Standard Range Plus.
While a longtime short thesis against Tesla argues that the young company will be buried by electric cars from more experienced rivals, Black remains confident that Tesla will continue to thrive. The veteran noted that Mercedes has delayed the release of its electric car, the EQC, in the United States. Meanwhile, Jaguar and Audi’s battery-powered vehicles have lagged in sales. Part of this is likely due to the vehicles’ range, as well as their lack of a dedicated charging infrastructure like Tesla’s Supercharger Network.
Considering its lead in battery tech, Black believes that Tesla’s sales could hit 1.8 million units annually by 2024. This would equate to around 10% of the United States car market and $8 billion in earnings before interest, taxes or depreciation. This also means that TSLA stock could double to about $800 per share in 2024. “I’m a value investor but I like to buy growth companies at a discount to intrinsic value,” Black said.
This becomes particularly feasible when Tesla’s constant improvements to its battery tech are taken into account. President of Automotive Jerome Guillen previously stated that Tesla’s batteries are never static, as they are always in a constant state of improvement. The company has been pretty secretive about the details of its latest battery tech innovations, but the unveiling of vehicles like the Cybertruck, whose top-tier variant goes over 500 miles of range for a price that’s less than $70,000, suggests that these improvements are significant.
Tesla currently holds 78% of the electric vehicle market in the United States. Black believes that with competition steadily increasing, the company must be prepared to see its overall presence in the market drop to around 40%. He thinks that drivers who currently utilize electric cars will eventually grow from 3% to 25% of the market, equivalent to 1.8 million battery-powered vehicles on the road. Nevertheless, if competition continues to be as anemic as it has been so far, Tesla may end up holding on to its dominant market share in the US’ EV industry longer than expected.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
News
Tesla Roadster unveiling set for this month: what to expect
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
The Tesla Roadster has been the ultimate carrot on a stick since its 2017 unveiling. Promised as the fastest production car ever made, with 0-60 mph in under two seconds and a top speed over 250 mph, it has endured years of delays.
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
Performance and Safety Do Not Go Hand in Hand, and That’s the Point
The Roadster is not a family sedan or a daily commuter. It is a no-holds-barred supercar meant to embarrass six-figure exotics on track days. Tesla should resist the temptation to load it with every passive-safety nanny and electronic guardian that dulls the raw feedback drivers crave.
Owners want to feel the road, not be shielded from it. Strip away unnecessary electronic limits so the car can deliver the visceral thrill Elon Musk originally described. Safety ratings will still be strong because of Tesla’s structural excellence, but the Roadster’s mission is speed, not coddling.
He said late last year:
“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”
Musk was clear that this will not be a car that will be the safest in Tesla’s lineup, but that’s the point. It’s not made for anything other than pushing the limits.
Tesla Needs to Come Through on a HUGE Feature
The Roadster unveiling would be wildly disappointing if it were only capable of driving. Tesla has long teased the potential ability to float or hover, and they need to come through on something that is along those lines.
The SpaceX cold-gas thruster package was never a joke. Musk, at one time, explicitly said owners could opt for a set of thrusters capable of lifting the car off the ground for short hops or dramatic launches. That feature is what separates the Roadster from every other hypercar on the planet.
If the production version arrives without it—or with a watered-down “maybe later” version—enthusiasts will feel betrayed. Deliver the thrusters, make them functional, and let the Roadster literally hover above the competition.
An Updated Design Might Be Warranted
It’s been nine years since Tesla first rolled off the next-gen Roadster design and showed it to the world.
The 2017 concept still looks sharp, but eight years is an eternity in automotive styling. The sharp lines and aggressive stance now compete against the angular Cybertruck and the next-generation vehicles rolling out of Fremont and Austin.
Tesla Roadster patent hints at radical seat redesign ahead of reveal
A subtle refresh, maybe with sharper headlights, revised aero elements, and modern materials, would keep the Roadster feeling current without losing its identity. Fans don’t want a complete redesign, just enough evolution to prove Tesla still cares.
Self-Driving Isn’t a Necessity for the Tesla Roadster
Full Self-Driving hardware and software belong in the Model 3, Model Y, and the upcoming robotaxi—not in a two-seat rocket built for canyon carving. The Roadster’s entire appeal is the direct connection between driver, steering wheel, and asphalt.
Offering FSD as standard would dilute the purity that separates it from every other Tesla. Make autonomy an optional delete or simply omit it. Let the Roadster remain the purest driving machine in the lineup, because that’s what it is all about.
Tesla Needs to Come Through on the Unveiling Timeline
The last thing Tesla needs right now is another complaint about not hitting timelines or expectations. This unveiling has already been pushed back one time, from April 1 to “probably in late April.”
Repeated delays have tested even the most patient fans. Whatever date the company now sets for the next major reveal or start of production must be met. No more “next year” promises. The Roadster has waited long enough. When it finally arrives, it must feel worth every extra month.
If Tesla hits these five marks, the Roadster won’t just be another fast car—it will be the machine that redefines what a Tesla can be. The world is watching.
News
Tesla Cabin Camera gets an incredible new feature for added driver safety
The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.
Tesla’s interior Cabin-facing Camera just got a brand new feature that is an incredible addition, as it provides yet another layer of added safety.
The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.
The camera, which is positioned just above the rearview mirror, is now performing facial analysis to estimate the driver’s age. While not yet user-facing, the feature is the latest example of Tesla’s ongoing push to refine its driver monitoring system for both everyday safety and future Robotaxi operations.
Ha, interesting, cabin camera / driver monitor is now (2026.8.6) doing “driver age” checking.
I wonder if it’s going to filter out children or elderly too?
— green (@greentheonly) April 10, 2026
The cabin camera already processes images entirely onboard the vehicle for privacy, sharing data with Tesla only if owners enable it during safety-critical events.
Age estimation likely uses computer vision to classify facial features, similar to existing attention-tracking algorithms. Potential applications include preventing underage drivers from engaging Full Self-Driving (FSD) or shifting into drive, acting as a secondary safety lock.
It could also be linked to Robotaxi readiness: the upcoming Cybercab will need robust occupant verification to ensure children cannot hail or ride unsupervised.
In consumer vehicles, it could enable tailored FSD behaviors—more conservative acceleration and braking for elderly drivers, for instance—or simply block unauthorized use by minors.
Beyond age checks, the cabin camera powers Tesla’s comprehensive driver monitoring system, introduced years earlier and continuously improved. It first gained prominence for detecting inattentiveness. When Autopilot or FSD is active, the camera tracks eye gaze, head position, and steering inputs in real time.
If the driver looks away too long or fails to keep their hands ready, the system issues escalating visual and audible alerts before disengaging assistance. This has dramatically reduced misuse cases and helped Tesla meet stricter regulatory demands for hands-on supervision.
The camera also monitors for drowsiness. Activated above roughly 40 mph (65 km/h) after at least 10 minutes of manual driving, the Driver Drowsiness Warning analyzes facial cues—frequency of yawns and blinks—alongside driving patterns like lane drifting or erratic steering.
When fatigue is detected, a clear on-screen message and chime prompt the driver to pull over and rest, or even to activate Full Self-Driving. Tesla explicitly states this feature enhances active safety without relying on facial recognition for identity.
These layered capabilities create a robust safety net. Inattentiveness detection alone has curbed distracted driving during assisted operation. Drowsiness alerts address a leading cause of highway crashes by intervening before impairment escalates.
Adding age verification extends this protection: it could flag inexperienced young drivers for extra caution or restrict high-autonomy features, while preparing vehicles for a future where robotaxis must safely manage passengers of all ages.
With privacy safeguards intact and processing done locally, Tesla’s cabin camera continues evolving from a simple attention monitor into a sophisticated guardian—advancing safer roads today and autonomous mobility tomorrow.
Elon Musk
Tesla’s Semi truck factory is open with a detail that changes everything
Tesla’s dedicated Nevada Semi factory has opened, targeting 50,000 trucks per year as fleet adoptions accelerate nationwide.
Nearly nine years after Elon Musk unveiled the Tesla Semi in November 2017, the company is now opening a dedicated factory just outside of Reno, Nevada, and ramping toward mass production of 50,000 trucks per year.
Volume production began in March 2026 at the new Tesla Semi factory, with the competitive advantage not being the factory itself. Rather, it’s where Tesla built it. By constructing the 1.7 million square foot facility directly adjacent to Gigafactory Nevada in Sparks, Tesla closed the one supply chain loop that had delayed the Semi program for years. The 4680 battery cells that power the Semi are manufactured in the same complex, which significantly streamlines supply logistics. That single decision eliminates the bottleneck that forced Tesla to prioritize battery supply for passenger cars over the Semi throughout 2020, 2021, and 2022, which is precisely why the first deliveries slipped three years past the original target. Every other electric truck manufacturer sources its battery cells from a separate supplier, ships them to a separate factory, and absorbs the cost and delay that comes with that. Tesla built its Semi factory around its battery factory, and that vertical integration is what makes 50,000 trucks per year a realistic number rather than an aspirational one.
At the 2025 Annual Shareholder Meeting, Musk was direct about where things stood, stating “Starting next year, we will manufacture the Tesla Semi. We already have a lot of prototype Semis in operation – PepsiCo and other companies have been using them for some time. But in 2026, we’ll begin volume production at our Northern Nevada factory.” Full ramp to volume output is targeted before June 30, 2026.
🚨 Awesome new video showing the new Tesla Semi factory in Sparks, Nevada
The future of sustainable logistics is being built here: pic.twitter.com/dbiGV8FYn3
— TESLARATI (@Teslarati) April 10, 2026
The first limited deliveries happened in December 2022 to PepsiCo, which eventually doubled its fleet to 50 trucks out of its California distribution facility. Since then the Semi has been showing up in more corporate fleets. As Teslarati noted in March, a Ralph’s Supermarkets branded Semi was spotted on a Los Angeles highway, confirming Kroger’s partnership with Tesla to deploy up to 500 electric Semis. Walmart, Costco, Sysco, US Foods, DHL, Hight Logistics and WattEV are among the companies actively running or receiving units. DHL logged real-world efficiency of 1.72 kWh per mile under a full 75,000 pound load over 388 miles, matching Tesla’s targets closely.
The 2026 production model arrives with meaningful upgrades over the original, with a 1,000 pound weight reduction, updated aerodynamics, and support for 1.2 MW Megacharger speeds that can restore 60% of range in around 30 minutes during a mandatory driver rest break. Tesla opened its first public Megacharger in Ontario, California in March, positioned near the I-10 and I-15 interchange serving the Ports of Los Angeles and Long Beach. The company plans 37 Megacharger sites by end of 2026 and 66 total across 15 states by early 2027, with construction beginning at the nation’s largest truck stop operator in the first half of this year.
Tesla reveals various improvements to the Semi in new piece with Jay Leno
Musk has described the Semi’s economics as a straightforward case. “The Semi is a TCO no-brainer,” he said, noting the total cost of ownership is “much, much cheaper than any other transportation you could have.” At under $300,000, the truck costs roughly double a comparable diesel, but California’s $200,000 per vehicle subsidy has driven over 1,000 state orders alone. As Teslarati has tracked, the prototype fleet accumulated over 13.5 million miles with 95% fleet uptime before production ever scaled. The factory opening now turns that proof of concept into a production program.