Read caption β€΅οΈ to know the figures that back my claim
π Tesla (TSLA)
Robotaxi TAM estimate: $8β10 trillion global market by 2030
Teslaβs potential robotaxi revenue by 2026: $100β150 billion (5β7% penetration)
Teslaβs 2025β2026 EPS boost estimate from autonomy: 3Γβ5Γ
Current 2025 expected revenue: ~$140B β Autonomy adds +70% growth potential
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π Arm Holdings (ARM)
Royalty revenue growth: +30% YoY
AI chip shipments expected by 2026: 2 billion+ units
ARM mobile royalty rate uplift: +15β20% per chip
Datacenter revenue growth: +40β50% YoY
AI-related SoCs expected growth: 25%+ CAGR through 2026
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π Lemonade (LMND)
In-force premium growth forecast: 30β35% YoY
Gross profit growth last reported: +261% YoY
Expected EBITDA breakeven: Q4 2026
Current revenue multiple: ~2Γ β Industry profitable peers trade at 4β5Γ
Customer base CAGR: 20β25%
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π Eos Energy (EOSE)
Revenue growth: $20M (2024) β $150β200M (2025) β $400M+ (2026)
Backlog / pipeline: $18.8 billion
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