$TSLABull claim
Solving The Money ProblemANALYSTJul 29, 2026The claim
“Tesla's FSD progress with 5.2x safer driving in EU and 55% attach rate in the US implies FSD revenue will increase meaningfully over time.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
FSD supervised has been over 5.2 times safer than manual driving across 65 million km in five European Union countries.
the attach rate for FSD subscriptions for the quarter on new vehicles sold by Tesla in the US was over 55%.
FSD revenue for Tesla is going to continue to increase meaningfully over time
FSD subscriptions are close to 100% profit more incremental progress happening with Tesla's robo taxi service this time in Austin
The structured call
Direction
Bullish
Catalyst
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Target
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The receipt
Publish-day price $$307.44 · the claim is anchored to the moment it was said.