Analyst's Bold Call on Tesla's Top Seat Through 2030

Dan Ives thinks Tesla's TSLA board needs to reign in Elon's political sidetracks and lock him in as CEO through at least 2030. His idea? A new incentive package that tops up Musk's voting power to around 25% and spells out exactly how much time he has to dedicate to Tesla operations.

If he wanders off chasing outside projects and it starts impacting the company, a special board committee would have the power to adjust or even withhold parts of his pay.

Why bother? Ives argues that Musk is absolutely critical as Tesla pushes deeper into self-driving cars and roboticsa market he pegs at a cool $1 trillion opportunity. By cementing Musk's role and tying his compensation to clear performance and time-commitment goals, investors get a bit more peace of mind, especially after seeing Tesla shares dip nearly 7% on Monday before they bounced back.

Wedbush isn't changing its tune on the stock: they still rate it Outperform with a $500 target. But this plan, if put to a shareholder vote and approved, could give everyone a clearer roadmapboth for Musk's broader ambitions and Tesla's fast-moving auto and tech roadmap.