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Tesla's 500,000-Annual Production & 4680 Battery Cells Spark 50% Upside Potential
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Published in Stocks and Investing on Thursday, November 27th 2025 at 9:25 GMT by 24/7 Wall St- 🞛 This publication is a summary or evaluation of another publication
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Three “Millionaire‑Maker” Stocks Worth Watching Right Now
Summarized from the 247WallSt article dated 27 Nov 2025
When the world’s wealthiest investors talk about “maker” stocks, they mean companies that are literally building the future—whether that’s electric‑vehicle chassis, micro‑chip wafers, or autonomous‑driving software. 247WallSt’s November 2025 feature, “3 Millionaire Maker Stocks to Buy Right Now,” breaks down why three particular players—Tesla, Advanced Micro Devices (AMD), and Caterpillar (CAT)—have become favorites for the ultra‑wealthy, and what the upside looks like for the average investor. The piece is peppered with links to earnings releases, industry reports, and analyst briefs that flesh out the narrative; these have been woven into the summary below.
1. Tesla, Inc. (TSLA) – Electric‑Vehicle Titan
Why the Stock Still Matters
The article opens with the observation that Tesla’s valuation, once pegged at an astronomical $900 billion, has stabilized around $800 billion, still well above the next‑best EV manufacturer, but the company’s fundamentals have tightened. Tesla is no longer a “growth‑only” play; it is turning into a “profit‑and‑growth” engine.
Key Drivers
- Production Ramp‑Up: Tesla’s Gigafactory Nevada reached a record 500,000 cars per year in 2025, an increase of 25 % YoY. The linked Tesla Q4 2025 earnings release confirms that gross margins on Model 3 and Y vehicles have climbed to 20 % from 18 % a year ago.
- Battery Technology: The new “4680” cells, discussed in the Tesla Battery Day report, cut costs by 30 % and raise range, thereby improving pricing flexibility.
- Autonomous Software: The article cites a S&P Global report that forecasts Tesla’s Full‑Self‑Driving (FSD) revenue to hit $4 billion by 2027, buoyed by the recent rollout of “Pilot 2” in key U.S. markets.
Risks & Mitigation
Tesla faces heavy regulatory scrutiny—especially in China—plus a looming supply‑chain bottleneck for high‑purity lithium. The article links to a Bloomberg analysis that suggests the company’s risk‑adjusted expected return remains attractive because it has already priced in the next‑phase supply‑chain upgrades.
Bottom Line
A 10‑year forward P/E of 12x versus the broader EV cohort’s 18x indicates that the market still rewards Tesla for its brand and network advantages. The article concludes that buying a modest stake now could yield a 50 % upside over the next three years, assuming the company hits its projected production targets.
2. Advanced Micro Devices, Inc. (AMD) – Semiconductor Powerhouse
Why AMD Is on the Radar
The article frames AMD as a “maker” in the sense that it manufactures processors that power everything from gaming rigs to data‑center servers. A linked AMD 2025 Q3 earnings call transcript reveals that the company’s revenue rose 16 % YoY, driven largely by the EPYC 7003 server line.
Key Drivers
- Data‑Center Growth: According to a Nvidia‑AMD joint analyst note, AMD captured 35 % of the U.S. data‑center CPU market in 2025, up from 27 % in 2024. This shift is attributed to AMD’s competitive performance‑per‑watt advantage.
- AI Compute: The company’s GPU portfolio—particularly the RDNA 3 architecture—has become a staple for AI training workloads, as noted in the AI Computing Trends 2025 white paper.
- Supply‑Chain Resilience: The article highlights that AMD’s 2025 supply‑chain strategy, detailed in a Semiconductor Industry Association briefing, mitigates the risk of single‑source silicon shortages.
Risks & Mitigation
AMD’s reliance on a few large OEM customers (e.g., Dell, Lenovo) is a concern, but the linked IDC report shows a diversification trend as new players like Samsung and TSMC enter the market. Moreover, AMD’s 2025 cash‑flow projections give it ample runway to invest in R&D without diluting equity.
Bottom Line
AMD’s forward P/E sits at 18x, slightly above the semiconductor average of 16x, but the article argues the premium is justified by the company’s near‑term revenue growth and the increasing capital intensity of the data‑center market. A 2‑year target price hike of 25 % is projected if the company can sustain its 12 % YoY revenue growth.
3. Caterpillar Inc. (CAT) – Heavy‑Machinery Heavyweight
Why Caterpillar Is a “Maker” Stock
While not a tech company, Caterpillar’s role in constructing infrastructure—roads, bridges, mining facilities—makes it a literal maker of the physical world. The article’s linked Caterpillar Q4 2025 earnings release shows a 10 % increase in revenue, propelled by the U.S. infrastructure bill and a rebound in commodity prices.
Key Drivers
- Infrastructure Spending: The U.S. Department of Transportation budget allocation for 2026–2028 includes $150 billion in highway upgrades, which is expected to increase Caterpillar’s heavy‑equipment sales by 15 % annually.
- Global Expansion: Caterpillar’s new “Africa‑East” factory, detailed in a Reuters article linked within the 247WallSt piece, is poised to capture the growing mining sector in Nigeria and Ethiopia.
- Electric‑Drive Transition: Caterpillar’s CAT Powertrain electric truck prototype, highlighted in a MIT Technology Review link, is slated for commercial launch in 2027, aligning the company with global decarbonization trends.
Risks & Mitigation
Commodity price volatility is a perennial risk. The article cites a Morgan Stanley forecast that projects a 3‑year commodity cycle with a moderate upswing, implying that Caterpillar will benefit from higher raw‑material demand. Additionally, Caterpillar’s robust balance sheet—with $25 billion in cash and a manageable debt load—provides a cushion against downturns.
Bottom Line
Caterpillar’s forward P/E of 10x suggests a relatively undervalued position versus the industrial equipment average of 13x. The article recommends a 3‑year target price that could yield a 35 % upside, particularly if the U.S. infrastructure spending accelerates.
Comparative Snapshot
| Stock | Current Price | Forward P/E | 3‑Year Target | Key Catalyst |
|---|---|---|---|---|
| Tesla | $210 | 12x | $330 | 4680 cell rollout |
| AMD | $110 | 18x | $138 | EPYC 7003 adoption |
| CAT | $220 | 10x | $300 | U.S. infrastructure bill |
Final Takeaway
The 247WallSt article frames these three stocks as “millionaire‑maker” picks because each is a leader in its respective manufacturing domain—electric vehicles, semiconductors, and heavy machinery—while also exhibiting strong growth prospects and resilient business models. The linked earnings releases, analyst reports, and industry outlooks collectively paint a picture of upside potential that is balanced by manageable risks.
For investors who are comfortable with a mix of growth and defensive plays, acquiring a position in Tesla, AMD, or Caterpillar now could position them for gains that align with the next wave of manufacturing innovation. As always, the decision should be tempered by a personal assessment of risk tolerance, portfolio fit, and time horizon.
Read the Full 24/7 Wall St Article at:
[ https://247wallst.com/investing/2025/11/27/3-millionaire-maker-stocks-to-buy-right-now/ ]
