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Pejjy
@CuriousPejjy
I'm just curious... ALL IN on Tesla Stock
Joined November 2022
159 Following    32.4K Followers
JPMorgan estimates that $TSLA's Robotaxi revenue will hit $320B by 2035. This means they believe: 1. At $60K revenue per vehicle, Tesla will have 5.3M active Robotaxis. 2. At $50K revenue per vehicle, Tesla will have 6.4M active Robotaxis. 3. At $40K revenue per vehicle, Tesla will have 8M active Robotaxis. The fact that they are now believing that Tesla will have over 5M active robotaxis by 2035 is a massive signal that analysts are now slowly doing the math and will price that it in. The question is when and I believe that'll happen when $TSLA gives us actual Robotaxi revenue/profits #'s and margins + guidance. That outlook would trigger every analyst to price it in confidently. That's when I believe the stock would explode.
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