Curious Pejjy onTSLATesla

The host argues Tesla is experiencing extremely high demand, with vehicles sold out across nearly every major market for 2026 due to FSD adoption and improved economic conditions. He believes this demand strength, combined with expanding FSD approval across Europe and the growing Cybercab fleet in Austin, sets up a strong Q3/Q4 for the company.

The YouTuber reacts to a JP Morgan note projecting $320 billion in Tesla robotaxi revenue by 2035, mostly from a company-owned fleet rather than a shared owner network. He builds his own valuation model off that revenue figure, projecting a much higher stock price for Tesla by 2035 if the robotaxi business scales as JP Morgan describes.

The host views NHTSA's move to rewrite federal autonomous vehicle safety standards (focusing on performance rather than physical controls like steering wheels/pedals, and de-emphasizing LiDAR requirements) as a major regulatory tailwind for Tesla's Cybercab and robotaxi rollout. He also points to Cybercabs and robotaxis massing in Houston parking lots (100+ vehicles) as evidence of an imminent city-wide launch, and argues the market is not yet pricing in the scale of Tesla's future robotaxi fleet, leaving room for upside as guidance materializes.

The speaker believes Tesla's Cybercab will dramatically undercut ride-share competitors on cost and vastly out-scale them on manufacturing volume and efficiency, allowing Tesla to dominate the robotaxi market. He argues Tesla's approach of designing a purpose-built, low-cost, high-volume vehicle gives it a structural advantage that Uber and Waymo cannot match.

The creator believes Tesla's Optimus humanoid robot program is rapidly moving from prototype to mass production, citing supply chain orders, factory audits, and aggressive hiring for hand engineering as evidence. He argues this progress is not yet priced into Tesla's stock and that a successful Optimus unveil could send shares much higher.

The narrator is strongly bullish on Tesla, citing Ron Baron's repeated public calls that 'the time to buy Tesla stock is now,' rapid FSD adoption, growing market share, and long wait times for vehicles worldwide. He also believes a potential Tesla-SpaceX merger would be a catalyst that pushes the stock significantly higher, and says he personally holds over 1,600 shares and intends to buy more.

The YouTuber believes Elon Musk strongly hinted at an eventual Tesla-SpaceX merger during the All-In Summit interview, and expects an announcement within the next two months given the delayed shareholder meeting. He anticipates the merger will be structured as roughly a 'merger of equals' with a premium for Tesla shareholders, and sets a personal year-end price target for Tesla stock.

The YouTuber breaks down confusion over Tesla's robotaxi fleet numbers, concluding that despite discrepancies in reported figures, Tesla is scaling its robotaxi/ride-hailing operations far faster than Waymo did. He believes the actual fleet-in-waiting is much larger than reported and that this rapid scaling signals a strong future for Tesla's autonomous driving business.

The video argues that mounting hints from EU regulators (France, Germany, Sweden trending toward approval) make it likely Tesla's FSD gets approved in the October 6 EU vote, which the host believes will meaningfully boost FSD take rate and add significant high-margin revenue to Tesla. He also highlights that FSD version 15, already running in the Cybercab/robotaxi fleet, is an imminent upgrade that could bring major safety and capability improvements to consumer vehicles.

The host is excited about Tesla's upcoming Roadster reveal on October 1st, discussing its likely $250,000-$500,000 price tag, limited production run, and unique features like thrusters and a possible hover capability. He explicitly states the Roadster itself won't move Tesla's stock financially, while separately expressing a personal wish for TSLA shares to 5-10x before he'd be comfortable buying the car.

The speaker frames Tesla as a long-term, high-risk/high-reward bet on Elon Musk's engineering-driven, founder-led vision rather than a conventional car company. He believes Tesla's real value will come from transportation-as-a-service (robotaxi) and especially the Optimus humanoid robot platform, which he thinks could become a dominant consumer ecosystem, though these outcomes are years away and require patience through a period of heavy investment with no immediate returns.

The host highlights Morgan Stanley raising its Tesla bull-case price target to $840 (from $820) on the strength of an autonomous Tesla Semi trucking opportunity, while arguing the bank is being far too conservative in its unit and revenue assumptions. He believes the semi business alone justifies a much larger increase to the bull case than the $20 Morgan Stanley applied, and separately expects Tesla's semi fleet to scale well beyond the 82,000-unit figure Morgan Stanley used in its model.

The YouTuber is highly bullish on Tesla, citing the strong public reception of the Cybercab robotaxi launch in Austin, rapid expansion signals (hiring, vehicle sightings) across dozens of new cities and states, and the new 'unboxed' manufacturing process that could dramatically increase production capacity. He believes this momentum will make Tesla the world's most valuable company.

The video builds a detailed financial model estimating Tesla's Cybercab robotaxi fleet revenue, margins, and earnings from 2026 through 2035, arguing that the business alone could justify a much higher stock price than today's. The creator says he is 'all in' on Tesla because the market has not yet priced in the scale of robotaxi profits he projects for the 2030s.

The creator is highly bullish on Tesla due to accelerating FSD Supervised approval momentum across Europe, citing safety data, expanding test mileage in 22 countries, and softening government resistance (e.g., Sweden). He believes an EU-wide approval vote on October 6th could boost FSD take rates, which he expects to positively impact Tesla's stock price.

Elon Musk describes Tesla's self-driving technology as already a major benefit to users and frames broader AI and robotics advances as transformative for productivity, without giving a specific stock price target. The discussion centers on AI's macroeconomic impact and humanoid robotics rather than Tesla's equity valuation directly.

The YouTuber is heavily invested in Tesla based on his conviction that full self-driving robotaxi (Cybercab) deployment is imminent and will be transformative. He argues Tesla's FSD is nearly solved, dismisses skeptics who claim autonomous driving is years away, and frames Tesla as an AI company rather than just a car company.

The speaker is highly bullish on Tesla's robotaxi (Cybercab) rollout, citing rapid expansion of autonomous rides across 20+ US cities, hiring of safety operators in 36 cities, and a large jump in the number of robotaxis operating in Texas. He believes Tesla's vision-only FSD approach is superior to Waymo's lidar-based system and will make Tesla robotaxis cheaper and more scalable than competitors.

The speakers debate whether Elon Musk is intentionally slowing Tesla's robotaxi and FSD rollout, concluding it's more about technical readiness than sandbagging. They acknowledge investor frustration over years of flat stock price and missed timelines, but remain personally bullish long-term, citing robotaxi expansion and Optimus factory construction as evidence of real progress.

The YouTuber argues that Tesla's FSD is rapidly converting skeptics and critics, drawing a parallel to journalist Dan Neil's 2018 positive Model 3 review that preceded a massive stock rally. He believes growing social media testimonials and adoption of FSD signal strong future demand for Tesla, though he does not state a specific stock price target himself.

The host is bullish on Tesla based on the newly granted Nevada AV permit allowing up to 5,000 robotaxis within 12 months, viewing this as a major step toward Tesla's robotaxi and FSD ambitions. He highlights Tesla's accessibility engineering (braille integration, wheelchair-accessible design) and safety-first rollout approach as reasons for confidence in the company's long-term trajectory.

Both host and guest remain long-term bullish on Tesla, citing surging FSD adoption, extreme vehicle demand with backlogged deliveries, robotaxi expansion into new states, and Optimus factory buildout as long-term value drivers. However, the guest lowered his near-term price target due to post-Q2-earnings uncertainty around the robotaxi ramp timeline and unresolved questions about a potential Tesla-SpaceX merger.

The video recaps a bullish JP Morgan note following a Fremont factory tour, highlighting robotaxi/Cybercab unit economics, Optimus production and external sales timelines, and accelerating FSD demand as catalysts for Tesla's stock. The host frames these developments as reasons for a much higher valuation, particularly tied to Optimus external sales and robotaxi scaling.

The panel debates a hypothetical future Tesla-SpaceX merger while highlighting real progress in Tesla's FSD and robotaxi rollout as the core bullish thesis. One speaker says he is actively buying more Tesla shares because of both the autonomy progress and the potential structural benefits to Tesla shareholders if a merger occurs.

The YouTuber is highly excited about Tesla's confirmed Cybercab launch happening within days, viewing it as the culmination of a long-held thesis from 2020. He believes the robotaxi rollout, supported by new charging infrastructure, will eventually transform Tesla's financials and drive the stock significantly higher.

The speaker analyzes the rumored Tesla-SpaceX merger and how Tesla China would be a major sticking point due to data-sovereignty conflicts between the US and China. He believes the merger agreement likely won't wait for Chinese regulatory approval, and raises doubts about whether robotaxis and bots are even viable businesses for Tesla in the Chinese market given low labor and taxi costs there.

The host discusses whether Tesla shareholders should sell now to buy speculative SpaceX shares or wait for a potential Tesla-SpaceX merger. He believes waiting for a merger agreement could yield more SpaceX shares than selling now, especially if a fixed exchange rate ('flaw') is included, but stresses genuine uncertainty and frames the decision around personal belief in Elon Musk and SpaceX rather than a firm price call.

The host breaks down Ron Baron's robotaxi economics (cyber cab at $30k, $1/mile, 1 million units) and builds his own models, arguing a 'mix of two' scenario—partial Tesla-owned fleet plus customer-owned Model 3/Y/Cybertruck vehicles joining the network with a 30% Tesla cut—is the most realistic path to scale. He believes Baron's numbers understate complexity by ignoring falling cost-per-mile, missing base fares, and omitting extra revenue streams like advertising and insurance.

The host believes a Tesla-SpaceX merger is increasingly likely based on language buried in Musk's 2025 CEO compensation package, which rewards him for market-cap milestones even 'if Tesla is acquired or otherwise taken over.' He also cites growing enthusiasm for Tesla's FSD and brand loyalty as separate bullish signals for the stock.

The hosts argue that Tesla is undervalued at current levels, citing rising institutional ownership, surging FSD-driven demand, and an anticipated merger with SpaceX that could benefit Tesla shareholders economically. They believe retail investors are capitulating at the wrong time just as fundamentals and corporate structure changes are turning favorable.

The host argues Tesla's Full Self-Driving (FSD) is becoming mainstream, citing viral social media testimonials of drivers who can't live without it. He believes rising FSD adoption will eventually allow Tesla to raise subscription prices significantly, which he sees as a sign of deepening competitive moat and long-term value for the company.

The host dismisses the WSJ report claiming Tesla will sell its China business to enable a SpaceX merger as largely fake, arguing Tesla would never abandon Giga Shanghai. He believes a Tesla-SpaceX merger is inevitable long-term, likely achieved through a holding-company structure that keeps Tesla China as a separate, isolated subsidiary rather than a sale.

The YouTuber argues Tesla's rising capex and negative cash flow are being misread by the market as bad news, when in fact they reflect investment in future growth via robotaxi/FSD expansion. He cites rapid growth in Austin's unsupervised robotaxi fleet as evidence the company is nearing an inflection point, calling the recent sell-off a buying opportunity.

The speaker believes Tesla's robotaxi and FSD unsupervised rollout is progressing faster than public perception suggests, and views the recent stock decline as a buying opportunity driven by macro fears (war, oil prices) rather than company fundamentals. He argues Tesla's self-driving technology and distilled AI models are unmatched and will drive massive future value once FSD unsupervised scales nationwide.

Q1 beat (41c EPS, energy gross margin ~40%), FSD take rate up from 1.5% → 14% QoQ — exponential inflection. Short-term cash flow goes negative as Tesla pours $25B+ capex into Terafab + chip capacity for the 2030+ scale (10M+ Optimus target, cyber cab scale). The long game requires making the chip investment now; later is too late to catch the supply curve. Long-term bull thesis intact, near-term headline pain expected.

The YouTuber is extremely bullish on Tesla, viewing it as a long-term investment focused on robotaxi and FSD deployment rather than quarterly earnings. He emphasizes that Tesla is transitioning from a car company to an AI/robotics company with multiple revenue streams including energy, Optimus robots, and autonomous driving services.

While Q1 2026 earnings will be disappointing, the key metric that matters more is FSD active subscription growth, which shows strong momentum and represents a path to massive recurring revenue. The speaker expects FSD subscriptions to grow from 1.1 million to 1.6 million by end of 2026, generating nearly half a billion in revenue with 80% profit margins.

The speaker speculates that SpaceX will acquire Tesla within a 3-week window, likely at a premium price. They believe this acquisition would benefit Tesla shareholders and result in the stocks moving in lockstep.

Tesla's robotaxi deployment in Dallas and Houston represents a major breakthrough, with unsupervised FSD rolling out from day one and no 2,500 vehicle production limit on Cybercabs. The speaker believes Tesla can now mass-produce Cybercabs without regulatory constraints, enabling rapid expansion to 30-40 new cities soon.

Tesla is approaching a major inflection point with Cybercab production ramping up (14 units without steering wheels spotted), FSD subscription growth accelerating dramatically, and European approval imminent. The YouTuber believes Tesla is entering a new mainstream phase with FSD and expects significant revenue impact in Q3 2026.

The speaker believes Tesla will be acquired by SpaceX at a premium, likely announced in June 2026 after SpaceX's IPO. This would create massive upward pressure on Tesla stock through index inclusion events and arbitrage trading.

The YouTuber is extremely bullish on Tesla, citing the AI5 chip tape-out milestone and Elon Musk's statement that AI4 is sufficient for robotaxi deployment. He believes FSD going global and strong Q2 deliveries will drive significant upside.

Tesla stock will reach all-time highs driven by EU FSD approval and explosive sales growth across US, Europe, and China. FSD software revenue alone could generate $2 billion in earnings, justifying significant stock price appreciation.

Tesla's FSD approval in the Netherlands is a catalyst for European expansion, which will dramatically increase FSD subscription take rates and create a massive recurring revenue stream. The YouTuber projects FSD subscriptions will double to 25% take rate by end of 2026, generating nearly $2 billion in annual earnings from software alone.

Tesla will transform from primarily an auto company to a diversified technology company driven by full self-driving, robotaxis, Optimus robots, and energy storage. The YouTuber believes these new revenue streams will justify massive valuation expansion despite high P/E ratios.

Tesla is transitioning from a car company to a robotaxi and energy company, with robotaxi revenue expected to reach $1 billion in 2026. The current high PE ratio is justified by upcoming S-curves including robotaxis, FSD, and energy growth that will drive massive earnings expansion.

Tesla is positioned for massive growth with Elon's compensation package secured, giving him nearly 30% ownership and strengthening his control. The company benefits from synergies with SpaceX, xAI, and future ventures including lunar operations and electric aircraft development.

Tesla is positioned for explosive growth in 2026 as the 'golden year' when revenue from robotaxis and FSD will show up in financials. The company is vertically integrating across chips, energy, robotics and AI, with Optimus humanoid robots representing the biggest long-term opportunity.

Tesla is positioned for explosive growth through 2032 driven by robotaxis, humanoid bots, and energy storage scaling. The YouTuber expects massive revenue growth from $101B in 2025 to nearly $700B by 2032, with operating margins expanding from 7% to 30%.

Tesla's stock could reach $3,000+ by 2030 driven by robotaxis, FSD, and humanoid robots. The YouTuber believes their $3,000+ target is realistic while others suggest as high as $11,000.