Brighter with Herbert on TSLA

“So, I think I really like the analysis that Arc Invest put together there. thinking and it's now. Do it now. And you might complain if you only got a 30% premium, but you're going to end up getting 5x gain later.”

“If your time frame is long time, [gasps] yeah, we're talking hundred trillion dollar potential future.”

“Tesla is going to skyrocket too.”

“Uh, it's depending on your time frame, as always, and I'm a longer time frame person, so it doesn't matter whichever I pick. Both of them are doing going to do really well.”

“If half of those land call it 26 or 27 of 37”

“U but I'd call a date getting announced at coin flip and the meeting actually happening this year. A little less than that at this point.”

“Neither one has a date or demo, so both are long shots for a reveal this year.”

“Whether that counts as full capacity depends on how you define full. So I'd call it a coin flip leaning no.”

“So, a token sale to one customer isn't crazy, but a real order page this year, I'd say 15% 10% less chance of that.”

“So I'd put this one maybe 10 to 15% odds that you would get unsupervised efficacy in any small manner or not by the end of this year. I think it's actually even low odds that it'll happen by the end of next year.”

“So, I've got China as a long shot this year.”

“Um I I kind of lean over 50% chance that that does get approved to get FSE approved across all of Europe.”

“If it means CyberCap rides outside Austin or 247 service or a new city, I think that's a coin flip or better.”

“So, I've got Phoenix a bit below a coin flip.”

“So is the reveal coming this year? I'd call that a coin flip at this point.”

“The check mark probably comes on the 21st at the earnings call if the factory table in Tesla's shareholder deck moves the California Optimus line of off of construction.”

“There are three I think are likely. The Roadster on Thursday, Optimus production, and Robo Taxi in Las Vegas.”

“People are starting to understand now when FSD becomes truly a demand driver and just the margins for that, it's uh it's game over, isn't it?”

“And it's going to be I think it's going to be over 500,000 deliveries and sales next year.”

“Vegas has to go live somewhere between November 24th and December 18th.”

“So, I think things are only going to get better from here.”

“I think it's going to be any of those can happen at any time.”

“So >> that's also another good data point is that it has to happen within basically a month or two from now.”

“We're expecting that there's going to be 4,200 cars and of 90% of them should be cyber cabs. So, we'll see how this ends up, but there will be more and more cyber cabs being added.”

“Second, it looks like Tesla's on the verge of launching in Dallas and also Nevada.”

“Tesla has robo taxi about to go crazy next year, robots.”

“Free cash flow was negative last quarter already. It's going to go back even more negative likely.”

“Does Tesla cap the offset in Europe before December? Yeah, I think they probably will. It's an easy fix, I think, unless Tesla tells us otherwise.”

“by the end of February you're at about 11,000 and by the end of March you're at 22 23,000 vehicles.”

“And by the end of December, we need a fleet of about 3,000.”

“If that 17% is going to be sustained, we by the end of November need a fleet of about 1500.”

“It's going to be a curve. It'll be something that accelerates upwards as public perception grows and gains.”

“And then the bet is that Tesla will be able to expand faster because they don't they don't need all that and it's expensive.”

“The good news is this is likely something Tesla can address.”

“I think this is just an enormous cash, you know, tsunami coming towards Tesla starting next year.”

“I think there will be definitely a market for millions of these things by 2028.”

“There will be tens of thousands probably manufacturing capacity by end of next year.”

“We can predict that next year there will be just hardcore Optimus launch also commercially.”

“I get very confident that we hit like multiple thousands this year, but let's see.”

“I don't think it's all baked in. I think some of it is baked in.”

“I'm aligned with his thesis 100%. These are going to be the most amazing companies in history.”

“Once version 15 is done, I think we could see 20, maybe even 25% week-overweek.”

“Once Tesla finishes this software and releases it to the robo taxi fleet, I think it's game over.”

“So, they'll take that away from Uber, I think, pretty quickly. That's going to be one really positive thing. Once Tesla and Uber are really able to go head-to-head and Tesla has enough vehicles in these markets, they can end those games that Uber is playing.”

“I think the 12 to 18,000 is much too high, but I think the 80,000 is much too low.”

“So I stick to my prediction that this problem might be solved more or less end of the year which is very soon and that we scale into thousands of cyber caps this year. If that happens, I think we are on on track for a repricing. And repricing means 600 plus.”

“I think Tesla is just perfectly positioned to go to 500”

“And then his stock goes up, right?”

“I think Tesla and SpaceX announcing a merger is what's could possibly move the stock if not this quarter, next quarter.”

“Even Terra Fab, which is like insane, is not going to move the stock in my opinion anytime soon.”

“I actually think this is going to be a fun time for people that follow and like Tesla or Tesla investors because kind of everything that they've been grinding at for the last couple of years is now going to start paying off.”

“Maybe the stock will follow at some point, but the pace has increased.”

“Because a company that sells a car once at a margin gets valued like an automaker, but a company that collects a payment from a household every month for years gets valued like software.”

“So, you know, in a way those numbers do make sense if those are their costs out five, seven years.”

“So you know this is Tesla's game to lose.”

“There's the stuff that shows up in the numbers this quarter... And then there's the stuff that moves up in the numbers next year and the year after, which is everything cyber cap.”

“I think we're going to see the rewards of that in the coming years.”

“The biggest thing, honestly, bigger than anything else we've talked about today or this entire year, it really is the acceptance into the S&P 500. That is huge for the stock.”

“Once it does, expect a flood of money.”

“If you own Tesla stock, today's stories all point the same direction.”

“I'm predicting people will see a pattern by Friday that mirrors last year.”

“Could also not happen but it will happen over the next whatever nine months maybe to 600 not 500.”

“I am strategically very bullish. Obviously, I'm tactically on a six months horizon or end of the year actually very bullish.”

“You're seeing the accumulation of Tesla by institutional shareholders... markets look ahead, and markets get ahead of these things, and there's just no question about it.”

“But this looks like something that can meaningfully scale and it looks like it looks like a real business.”

“I think both companies are so underpriced in the market right now.”

“This is one of the greatest opportunities that's have been afforded to us in years and years and years. And the same is true of SpaceX.”

“So, if you own Tesla or SpaceX stock, that flip is the signal that matters.”

“I don't know the point that this will occur but fundamentally the nature of Tesla's profitability their business model is going to make a step change again.”

“Now, personally, do I believe that Tesla's market cap could exceed SpaceX? Yes, I do. I think it could.”

“I mean I can't believe the stock prices are where they are and I don't think they can believe the stock prices are where they are.”

“We all know Tesla is going to 10x eventually.”

“It's very hard for the stock to drop in the next week.”

“And that means 488 should be easy.”

“I think Elon moves into medical therapies, a partnership or a division. And I think it's sooner than people expect.”

“I think that by the end of this year December we will have ended up further ahead than we would have been if we would did not take the slow now. So it is painful for Tesla stock shareholders but that is probably what's going to happen based on what they're doing setting everything up properly.”

“So then if I have 10 per day that I'm working on, each one $200 per month, then I have like $2,000 to split per month between Tesla providing the car, me the person providing my car, and then SpaceX providing the AI.”

“No matter which area is monetizing more, then SpaceX and Tesla are there.”

“The longer-term opportunity for Tesla is like no other company that I've ever seen.”

“We're getting closer and closer now to a point where the packages and the features that they add become so big... insurmountable. We're going to get there soon.”

“it just strengthens my 370 to 380 target super short-term target next three weeks uh position and that's why I'm doubling down a little bit right now.”

“I think uh this will turn more quickly than any of us know, but it's just hard to say.”

“It's going to move at a in my humble opinion, it's going to move at a gigantic rate. I mean, you know, whatever doubling, triple.”

“I think Tesla prices are going to go vertic stock prices are going to go vertical in the coming year or two.”

“The affordable model ramp, the Optimus line, robotaxi cities, one of those is priority one in Elon's head right now, soaking up the 70%.”

“If unsupervised Cybercabs go live in Austin this fall, I'd expect the staging lots to start emptying into service city by city through 2027.”

“Tesla rolls out wide when if version 15 is done. And when they do, I think the scaling runs faster than even the most bullish people expect.”

“Assuming I think the fair value of Tesla is $495, $499.”

“I think it's around the 340 mark where we are now, right back to 370. Gaps always get filled.”

“If the milestones keep landing, you can hold through the noise on evidence instead of faith.”

“That's the post I'd pull out of the whole week if you're a Tesla shareholder.”

“I think we are totally on track of winning with robo taxi.”

“I remain very bullish.”

“If you hold Tesla stock, the takeaway is pretty simple. The claims are becoming checkable and the checks keep coming back positive.”

“That alone removes the scariest single point of failure in the Optimus ramp.”

“I'm thinking that this will be part of the strategy get far stronger in 2028 and by 2029 where they will be highly competitive.”

“I'm very convinced we have over a million.”

“I think if AI recovers now, we are going back to wherever we belong, like 360, 400.”

“a merger should bring a substantial improvement in Tesla's stock price, so then it may actually be pulling up on that side.”

“If those milestones land and 25 billion dollar capex reads as investment and the multiple recovers, but if they slip into 2027, the market will keep treating it as spend.”

“But 2027 is going to be the robot year.”

“Probably this year or something we will see some serious stuff.”

“I'm actually very bullish on Tesla.”

“According to CERN, he did he did some of the parts, then he discounted it to today. Even if you put like a 50% chance things are happening or not happening, not winning all markets, being very conservative, the stock current uh price present value should be he's at 3,000 even more.”

“Arch Invest, they say $2,900 stock price in 2029, 2030”