Tesla: The Windshield Is Bigger Than The Rearview Mirror

I am upgrading Tesla, Inc. (TSLA) to a Strong Buy, driven by full self-drive adoption and upcoming regulatory milestones. TSLA’s FSD Supervised is already used by 70,000+ European customers, logging over 100 million public kilometers and showing strong safety data. October 6, 2026, EU Technical Committee vote on bloc-wide FSD approval is a critical catalyst for further adoption and revenue growth. China’s Cybercab showroom presence and ongoing U.S.-China dialogue signal global software expansion potential, despite valuation remaining elevated.