CNBC Television
It's clear Tesla investors support Musk's vision: Deepwater's Munster following pay package vote
11/6/2025, 11:06:27 PM
Economic Summary
- Institutional investors overwhelmingly supported Elon Musk's compensation package, signaling strong shareholder commitment to his AI and robotics vision and making TSLA stock more resistant to downside despite periodic fundamental misses.
- The pay package contains very high payout hurdles — including massive market-cap and robot/production targets — which reduces near-term dilution risk since achieving those milestones will be difficult.
- Tesla's potential robot business (e.g., hypothetical 10 million run-rate at ~$30,000 each) represents a multi-hundred-billion-dollar revenue opportunity if scaled, which underpins the optimistic long-term valuation case for TSLA.
- Comments from Musk about possibly talking with Intel lifted INTC shares ~3%, showing how sentiment and partnership speculation can move chip stocks, but the tech gap with NVDA raises doubts about Intel's practical role in Tesla's GPU needs.
Bullish
- 75% institutional support for Musk's pay package makes TSLA stock resilient.
- Investor commitment to Musk's AI/robotics vision supports long-term upside.
- NVIDIA provides the advanced GPUs Tesla needs for AI/XAI development.
Bearish
- Musk's $1 trillion-style pay package has extremely high, hard-to-hit milestones.
- Quarterly fundamental disappointments could continue despite the vision, pressuring valuation.
- Intel looks unlikely to close the GPU technology gap with NVIDIA for Tesla's needs.
Bullish tickers
TSLANVDA
Bearish tickers
TSLAINTC
TSLA
Bullish
75% investor support and large long-term robotics/AI opportunity bolster confidence and make the stock harder to fall.
Bearish
Huge compensation package faces daunting milestones; regular quarterly fundamental disappointments could pressure valuation if targets miss.
INTC
Bullish
Musk mentioning talks with Intel lifted shares, implying potential investment or partnership upside.
Bearish
Significant technology gap versus NVIDIA; unclear what Intel can offer Tesla for advanced GPU needs.
NVDA
Bullish
Provides the advanced GPUs Musk needs for Tesla/XAI, and has recently supported broader chip-sector dynamics.
People mentioned
Gene MunsterElon MuskKarenPhilLarry EllisonJensen Huang