RJ Hamster
Forget AI, This Will Be the Next Big Tech…
A message from Brownstone Research
Editor’s Note: After picking Bitcoin in 2015, Nvidia in 2016, and Tesla in 2018, tech legend Jeff Brown is predicting a little-known Seattle company will unlock the full power of Q-AI — which he says is the next generation of AI. Click here to get the name of this company or read more below.
Dear Reader,
I believe this little-known Seattle company (click here to get the name, free of charge) will help us unlock the full power of Q-AI…
Which I predict will be the next generation of AI.
An AI is so powerful that it could trigger a $100 trillion tech revolution…
And return 1,500x MORE money than Nvidia.
Look, I picked Nvidia and predicted the rise of AI in February 2016…
When almost nobody was talking about artificial intelligence.
Shares have jumped by more than 27,000% since then.
That’s enough to turn $1,000 into $277,000.
But if you missed out on those big gains, don’t worry.
I believe we’re at the cusp of the biggest paradigm shift ever…
Yes, even bigger than AI.
As Inc. magazine says…
“[Q-AI] will reset everything, including the future of AI.”
So please click here to get the full story, including the name of this Seattle-based company.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
Bonus Article from MarketBeat.com
Tesla’s Robotaxi Goes Unsupervised: Is the Rally Justified?
By Jeffrey Neal Johnson. Publication Date: 1/22/2026.
What You Need to Know
- Unsupervised autonomous rides have officially begun in Texas as Tesla prepares for mass production of the Cybercab later this spring.
- A new insurance partnership validates the safety data of the self-driving software and opens the door for widespread commercial adoption.
- The energy storage division is achieving record growth and providing a stable financial foundation as the company transitions to robotics.
For years, the promise of self-driving cars has powered Tesla’s (NASDAQ: TSLA) high market valuation. That promise has moved from a theoretical concept to a physical reality on public roads. On Thursday, Jan. 22, Tesla confirmed the launch of unsupervised Robotaxi rides in Austin, Texas.
This development marks a critical turning point. Until now, autonomous testing required a human safety driver behind the wheel, ready to take control if the software failed. Removing that human safety net suggests Tesla’s internal data now meets the strict safety thresholds needed for commercial operation.
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Investors reacted positively. Tesla stock is trading near $448, pushing the company’s market capitalization to roughly $1.43 trillion. While critics point to declining car sales, the market appears to be pricing in a large shift in Tesla’s business model. The company is no longer being valued solely as an automaker; it is increasingly seen as an artificial intelligence and robotics platform. The Austin launch provides the first tangible proof that this transition is on schedule.
Safety Drivers Step Aside: The Unsupervised Era Begins
The significance of this launch cannot be overstated. In autonomous driving, moving to unsupervised operation is the ultimate technical and regulatory hurdle — it implies the software can handle complex urban environments without human intervention.
For investors, the milestone supports CEO Elon Musk’s aggressive timeline. The dedicated Cybercab Robotaxi is scheduled for limited production in April 2026. By deploying unsupervised vehicles now, Tesla signals the software stack should be ready when dedicated hardware begins rolling off the assembly line later this spring, reducing a key execution risk that has shadowed the stock for the past two years.
The Lemonade Deal: Insuring the Uninsurable
Alongside the technical achievement in Austin, a new financial partnership offers another form of validation. Lemonade Insurance (NYSE: LMND) has announced a specialized product for Tesla drivers using FSD (Full Self-Driving). The program offers significant discounts by integrating directly with Tesla’s driving data.
This is a bullish sign because it addresses a major risk: liability. One of the biggest questions about Robotaxis has been whether they are insurable. When a third-party insurer is willing to underwrite those risks and offer discounts to do so, it implies the safety statistics back Tesla’s claims. That external vote of confidence helps reduce fears of regulatory roadblocks and clears a path toward mass commercial adoption.
The $1.4 Trillion Question: Why Energy and AI Trump Auto Sales
Viewed through traditional automotive metrics, Tesla’s current stock price can be hard to justify. The company delivered 1.63 million vehicles in 2025, an 8.6% decline from the prior year. Despite shrinking sales volume, the stock trades at a price-to-earnings ratio of roughly 288x.
Traditional automakers typically trade at single-digit P/E ratios (often between 6x and 8x). Why is Tesla trading at nearly 300 times earnings?
Because investors increasingly value Tesla as a high-growth technology platform rather than a conventional carmaker. The market is paying a premium for the potential future earnings of a Robotaxi fleet. Tesla aims to operate these vehicles at an estimated cost of about $0.20 per mile. If achieved, that software-based revenue would likely carry much higher profit margins than hardware sales, helping justify the elevated multiple.
49% Growth: The Energy Division Steals the Show
While the AI future is promising, Tesla already has a tangible growth engine supporting its valuation: the Energy division. Even as car sales cooled, the energy storage business posted record numbers and is becoming a crucial financial stabilizer.
Key Energy data points for 2025 include:
- Q4 Record: Tesla deployed 14.2 gigawatt-hours (GWh) of energy storage in the fourth quarter.
- Annual Surge: Full-year deployments reached 46.7 GWh.
- Growth Rate: That represents a 49% increase over 2024.
As the automotive business faces cyclical pressure and price cuts, this high-growth division provides a revenue floor and reassures investors that Tesla can continue funding its AI ambitions without rapidly eroding cash reserves.
Earnings Preview: Margins Matter More Than Revenue
Short-term volatility is still likely. Tesla is set to report its fourth-quarter earningson Wednesday, Jan. 28, with analysts forecasting about $24.8 billion in revenue. Investors should look beyond the headline revenue number.
The most critical metrics to watch next week are:
- Operating Margins: In the third quarter of 2025, margins fell to 5.8% amid vehicle price cuts and heavy AI infrastructure spending. Investors will want to see whether the Energy division has helped stabilize profitability.
- Delivery Guidance: Will Tesla forecast a return to vehicle sales growth in 2026?
- International FSD: There is growing speculation that regulators in Europe and China could approve Supervised FSD as early as February 2026. Confirmation of that timeline during the earnings call would be a major catalyst, opening two of the world’s largest markets to Tesla’s high-margin software subscriptions.
A New Chapter for Tesla Investors
Tesla now looks like two companies under one ticker: a maturing automaker facing demand headwinds, and a fast-growing robotics and software business approaching commercial viability. The successful launch of unsupervised rides in Austin is the proof-of-concept many investors needed to sustain faith in the latter.
Next week’s earnings may show the financial scars from a tough year in auto, but the long-term thesis remains. The transition to AI is underway, the technology appears to be working, and the Energy division is growing fast enough to buy the company time. For investors, the premium valuation is a bet on execution — and, as of today, Tesla is executing.
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