According to Sawyer Merritt, the new Tesla Model Y Performance now features Vehicle-to-Load (V2L) capability, delivering up to 2.4kW of power (120V at 20A) through two household outlets (Source: Sawyer Merritt on Twitter, Nov 30, 2025). This innovation enables direct energy supply to smart home devices, AI-powered home automation systems, and backup infrastructure, creating new business opportunities for AI-driven energy management solutions. The integration of V2L opens up practical applications in residential and commercial environments, allowing AI platforms to optimize energy distribution and support critical systems during grid outages, further accelerating the adoption of AI-powered smart energy ecosystems.

According to Sawyer Merritt, Cantor Fitzgerald has raised its Tesla ($TSLA) price target by 43% to $510, citing strong optimism for medium to long-term growth driven by advancements in AI-powered products such as full self-driving (FSD), Robotaxis/Cybercab, and Optimus Bots. The firm highlights significant future upside in Tesla’s energy storage and deployment, autonomous vehicle platforms, and robotics, underlining the transformative potential of these AI-driven technologies for automotive and energy markets (Source: Sawyer Merritt on X, Oct 23, 2025).

According to Sawyer Merritt, Tesla expects its Texas lithium refinery to begin production this quarter, with a new LFP battery production facility in Nevada starting operations in Q1 2026 (source: Sawyer Merritt on Twitter). These developments are set to strengthen the AI-driven battery supply chain and support large-scale electric vehicle and energy storage growth. The increased domestic lithium processing and LFP cell manufacturing will enable Tesla and AI-powered manufacturing systems to optimize battery quality, cost, and availability, creating new opportunities for AI analytics, process automation, and supply chain management within the EV and energy sectors.