Elon Musk sits inside a white car looking at a cell phone
Tesla said in July it would invest $1 billion in its supercomputer over the next year.
  • Elon Musk must deliver on ambitious Tesla projects to justify its stock price, HSBC analysts said.
  • The analysts said in a November report cited his charisma and noted his "cult-like following."
  • Musk has made big promises including to release its humanoid robots and building a supercomputer.

Elon Musk's grandiose ideas for Tesla must come to fruition to justify its high-priced stock, HSBC analysts said.