From a corporate financials perspective, Tesla is a very healthy company: low debt, high profit. Their stock does seem to be at risk of dramatic re-pricing, and that can have knock-on effects in the long run (harder to use stock as compensation, high performers with unvested grants may leave, etc). But certainly bankruptcy does not seem to be in the cards.
(disclosure: early TSLA investor, no current exposure because I like to sleep at night now)
If you're asking very broadly "where would you invest early stage today to realize explosive investment growth due to the size or value of the total addressable market," I don't have a specific company or domain answer to that. Speculative investments have a domain expertise component (know what you're investing in), a timing component (being early or late is the same as being wrong, see Webvan circa 1996-2001 vs Amazon), and a luck component (you can do everything right and the trade moves against you through no fault of your own). Charlie Munger once said:
“You’re looking for a mispriced gamble. That’s what investing is. And you have to know enough to know whether the gamble is mispriced. That’s value investing.” ... “You should remember that good ideas are rare — when the odds are greatly in your favor, bet heavily.”
So, to maximize success, know how to spot opportunity when it crosses your path, maximize those opportunities, and maximize exposure at the opportunity. Being lucky doesn't hurt. Good luck.
(not investing advice, i am just an internet rando)
That said, this does seem like a good move from a business perspective. They already simplified carriage construction. Single-body casting may have diminishing returns.
Because according to this only a few manufacturers have had reductions in sales Q1 2024 (Tesla being one of them) and other than the most recent quarter almost all had increases:
https://caredge.com/guides/electric-vehicle-market-share-and...
Not sure why they would be reducing production. Growth is strong across the board.