Curious Pejjy

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 believes Uber and other ride-share/robotaxi competitors are 'completely cooked' due to Tesla's superior cost structure and manufacturing scale, predicting Uber will shrink over time as Tesla's Cybercab platform takes over. He compares Uber's eventual decline to the fate of the flip phone once smartphones took over.

Tesla's unsupervised robotaxi deployment poses an existential threat to Uber's business model. The speaker believes Uber is 'cooked' due to Tesla's technological advantage and rapid expansion capabilities.

The speaker is critical of Waymo's lidar/HD-map-based autonomy approach, arguing it fails in real-world edge cases (e.g., driving through wet cement, ramming into a car) compared to Tesla's vision-only FSD. He questions how Waymo and other competitors can survive if they don't adopt or license Tesla's FSD technology.

The YouTuber views Google's massive capex increase and negative free cash flow as a sign of aggressive AI investment rather than financial trouble, especially given Google's large cash reserves. He believes the market's negative reaction to Google's earnings sell-off is overblown given the company's revenue growth and record earnings.

Amazon is mentioned briefly alongside Google and Tesla as another company investing heavily today to generate future returns, but no specific thesis or prediction is given for the stock.

The Nasdaq has agreed to a new rule allowing inclusion into the Nasdaq 100 index after just 15 trading days (3 weeks). This means SpaceX could be added to the index by end of June, forcing all Nasdaq 100 tracking funds to buy the stock.

Like Uber, Lyft faces an existential threat from Tesla's robotaxi technology and deployment capabilities.

Mentioned as benefiting from the same macro environment that drove Tesla higher, suggesting it was also a good buying opportunity during recent lows.

Mentioned as benefiting from the same macro environment that drove Tesla higher, suggesting it was also a good buying opportunity during recent lows.

SpaceX is positioned to become the world's first $100 trillion company through lunar base operations, AI satellite factories, and mass drivers. The company is expected to IPO in summer 2025, providing massive investment opportunity.