Wall Street NORMIES are flooding T$LA stock
Overall SentimentBullishStrength: 70%
Overall Thesis
Bhakdi argues that high-profile Wall Street analysts including Adam Jonas and Deutsche Bank are finally changing their tune on Tesla after a decade, and this shift could break the old long-sideways-then-spike pattern by pricing in Optimus and FSD before the revenue lands, driving a more continuous rerating rather than a staircase.
Narratives
TSLATesla
BullishWall Street is finally shifting bullish on Tesla, pulling forward price-ins of Optimus and FSD and changing the stock's price behavior from long flat periods punctuated by spikes to a smoother upside rerating.
Key Arguments
- Multiple high-profile analysts are now changing their Tesla view after 10 years of skepticism.
- Optimus is pitched as a $25 trillion opportunity and FSD as $5-10 trillion, with Tesla holding an enormous lead.
- Trump and Elon's political power may be forcing Wall Street to stop fighting Tesla.
- The old pattern of sideways action until revenue materializes may be replaced by earlier pricing-in.
Analyzed with manual_claude_session | Extraction manual_v1 | Cost: —