*Tesla’s ESS could be Amazon’s AWS!

*Tesla’s ESS could be Amazon’s AWS!

Wall Street seems to be surprised by the surprising growth of Tesla’s ESS business announced on Delivery Day.
In fact, the outstanding Tesla investors here at X were already confident in the growth of Tesla’s energy business, but they just didn’t expect the timing to be this soon.
✔In fact, Musk was kind enough to give all the hints. For example, he even mentioned in a confidence call in July 2023 that the growth of the Megapac is 200-300%, which is incomparable to the 15% growth rate of electric vehicles.

✔AWS Leads Amazon’s Crazy Growth
Many people still think of Amazon only as a shopping mall company. So did I!
In fact, I was surprised that AWS is leading Amazon’s profits while investing in stocks.

✔Amazon stock price trend based on Amazon AWS growth
Every year since 2014, more than half of Amazon’s population has reached a new level
Operating profit came from Amazon Web Services, a cloud division.
Since this period, Amazon’s stock price has increased by about 15.38 times from the $13 range in 2013 to the $200 range now.

Of course, the stock price went sideways for a while in 2014 due to the shock of fire phone, one of Amazon’s dark histories, but it was also Amazon’s AWS surprise that brought this sideways to an end!

📌Tesla’s ESS may be located in 2014 or 2013 before Amazon AWS over there.

Currently, the explosive increase in data centers brought about by Chatpt is bringing about a lot of power demand.

To meet this, the United States is making all-out efforts to supply electricity energy.

Over the past decade or so, traditional power energy demand has not been very high, and as a result, related companies have reduced investment, they lack equipment for related facilities.

As a result, HD Hyundai Electronic and Hyosung Heavy Industries in Korea naturally benefited tremendously.

According to the 2023 business report, the utilization rate of these companies’ U.S. factories is already operating at full capacity, exceeding 94%.

Under these circumstances, solar eco-friendly businesses in the United States are naturally another alternative to supplying these powers, and Tesla’s ESS can be a well that can grow steadily in the future.

✔Of course, there are a number of companies that do ESS. There are Samsung SDI, LG Energy Solution, BYD, and ABB as well.
However, the benefits of Tesla’s ESS business and related articles left by Layered today can help you understand it in terms of competitive advantage.
“Not many companies have run large ESS complexes over a long period of time without fire, and with Tesla ESS being cheap for performance, there’s no reason to choose another company.”

📌Why is Tesla’s ESS exciting?
Among Tesla’s portfolios studied in 2020, they see the remarkable growth of the energy business’s profit model with real eyes, and it is like the infrastructure that enables this in the AI era in the future.

Yoo Dong-won, head of Yuanta Securities, explained Cisco, an infrastructure company that enabled the advent of the Internet era in the past, and explained NVIDIA as an infrastructure company of AI.

Nvidia’s AI accelerator chip (hbm) is definitely playing a role in building infrastructure that enables the AI era.

If so, Tesla could also be a blue jeans company from the Gold Rush era of the past!

Now, the growth of ESS could properly bring Tesla to Wall Street as an energy company, as Elon has said in the past, which certainly looks like it could contribute to Tesla’s steady growth for years to come!

✅Today, Amazon is still recognized by the public as a shopping mall company, but it is AWS that contributes to their tremendous growth.
Tesla is perceived by the public as an electric vehicle company going forward, but it seems likely that ESS will contribute to Tesla’s growth.

But let’s keep that in mind! We have the Real World AI FSD, a lottery ticket that hasn’t been scratched properly, and the fact that we have the Optimus!! That’s why I don’t envy the short-handed roosters who bought and sold Teslas, and why I can make long-term investments!