TSLA bullish call by Curious Pejjy

TSLABullunverifiable

“So this is a good telltale sign... and you already know I'm all in because of that.”

Thesis at the time

Strongly Bullish

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.

Key arguments

JP Morgan reports Cybercab total cost of ownership around 30 cents per mile, far cheaper than Uber/Lyft/Waymo
Optimus external sales could begin as early as second half of 2027, which the host believes could send the stock valuation much higher
FSD demand is accelerating with Q2 2026 sales up 25% year-over-year and 34% quarter-over-quarter, the largest increase since 2019
FSD subscription pricing is expected to rise from $99/month as adoption increases toward 30%

Counter-arguments acknowledged

Robotaxi scaling to hundreds of thousands next year is less realistic than the host initially thought
European regulators like France have not approved FSD, slowing regulatory momentum
Q1/Q2 2026 margins face slight pressure from the FSD subscription shift

Hedges and caveats (from the video)

Presenter acknowledges widespread bearish sentiment on Tesla from Wall Street and general public
FSD version 15 launch timeline is end of year (not guaranteed)
Robotaxi deployment is still in testing/validation phase
Unit economics projections based on Model 3/Y assumptions
Presenter has clear financial incentive (sells Tesla merchandise and promotes stock ownership)