TSLA bullish call by Curious Pejjy

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“This they're pretty much rewriting this whole thing at this time, which is absolutely flipping bullish for Tesla.”

Thesis at the time

Strongly Bullish

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.

Key arguments

NHTSA is proposing to change 5 major federal vehicle safety standards to accommodate vehicles without steering wheels/pedals, favoring Tesla's Cybercab design
NHTSA's shift toward performance-based standards (rather than requiring LiDAR) is seen as heavily favoring Tesla's vision-only approach over competitors like Waymo
Houston robotaxi hub has over 100 Cybercabs and Model Ys staged, suggesting an imminent citywide launch
He estimates only 10,000-20,000 robotaxis are currently priced into Tesla's stock, not the 1-2 million some claim, implying further upside once guidance is released

Counter-arguments acknowledged

Some argue that with Tesla's PE at 350-360, a large robotaxi expansion is already priced into the stock

Hedges and caveats (from the video)

Regulatory changes are still in development and subject to further modifications
Actual implementation timeline and scope remain uncertain
Competition from other autonomous vehicle developers (Waymo mentioned) could impact Tesla's advantage
Safety performance standards still need to be finalized and enforced