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A Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
OpenTesla reported 2025 revenue of $94.8 billion and Q1 2026 revenue of $22.4 billion. The thesis depends on vehicle demand, pricing, margins, energy storage scale, autonomy claims, cash generation and capital discipline.
OpenCloudflare reported FY2025 revenue of $2.2 billion and Q1 2026 revenue of $639.8 million. The thesis depends on security demand, developer platform adoption, operating leverage, capex discipline and cash conversion.
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