According to Goldman Sachs (NYSE: GS)…
Tesla’s Full Self-Driving is already worth $1B – $3B in sales.
And it could be $10 billion to $75 billion a year in revenue by 2030.
Goldman Sachs just put out a note called…
“Contextualizing Tesla’s AI and FSD Opportunities.”
In it, they say that while Tesla’s Full Self Driving (FSD) software is still in beta testing, it’s already worth between $1 billion and $3 billion in annual revenue.
But the opportunity is even bigger in the next 7 years.
In their own words:
“We believe that Tesla’s software related revenue could be tens of billions of dollars per year by 2030 (mostly from FSD).”
“These scenarios suggest that in an upside case FSD could account for tens of billions of revenue per year (and more if we consider licensing of Dojo or selling FSD to other OEMs).”
Dojo is Tesla’s own custom supercomputer platform built from the ground up for AI machine learning, as well as video training from all the data of its cars.
Musk’s full self-driving goal is more tangible now that its Dojo computer is in production.
And it could REALLY accelerate the training of Tesla’s FSD…
… as well as the success of his Musk’s new Master Plan for the company.
Most importantly for investors, every time he releases a Master Plan…
It offers a FANTASTIC opportunity to see +1,766% gains.
Because as opposed to Master Plan 1 & 2 where the profit play was to invest in Tesla stock and that’s it…
This time, there’s a small group of undiscovered stocks that could surge dramatically BECAUSE of Musk’s new Master Plan.
And the reason is simple.
Elon Musk says he’s leading a $10 TRILLION effort to eliminate fossil fuels and convert the world to sustainable energy.
To do so…
One of the things he aims is producing 20 million EVs per year.
This requires a lot of batteries.
Which is why Tesla is rushing to lock-up critical supplies of batteries – and inking raw-material deals with several little-known stocks.
As always, investors who act BEFORE these deals hit the news are the ones who have the chance of the biggest gains.
I’m talking about the opportunity to make 1,766% – which is enough to turn $5k into $88,300.
The question is…
What’s the NEXT stock inking a billion-dollar deal?
Yours in Wealth,