How to PREPARE for Tesla Stock RUNUP in June
Overall SentimentBullishStrength: 90%
Overall Thesis
Jo Bhakdi walks through a monthly robotaxi deployment scenario model, arguing the expected case hits 2,000 robotaxis by November and 100,000 by end-2026, forcing analysts to raise price targets as Waymo is shown dead and Uber's Austin market is destroyed. Fast case in 2027 adds $40B profit on top of Tesla's $12B baseline, quadrupling the company.
Narratives
TSLATesla
Strongly BullishColor-coded deployment model shows that once Tesla surpasses Waymo on robotaxi count in ~5 months and matches Uber's 2,000-car Austin footprint, even the dumbest analysts are forced to raise targets toward $1,000+ as Tesla adds $10B-$40B of incremental margin.
Key Arguments
- Expected case: 50 robotaxis June, 500 August, 2,000 November, 100,000 end-2026.
- Fast case: 250,000 deployed by end-2026, adding $10B+ in monthly margin.
- 2027 fast case adds $36-40B incremental profit vs Tesla's $12B 2024 baseline.
- Waymo's 7-year lead collapses in 5 months once Tesla overtakes deployment count.
- Uber Austin market (2,000 drivers) fully replaceable by Tesla at lower price.
Analyzed with manual_claude_session | Extraction manual_v1 | Cost: —