Every call, on record
Curious Pejjy on TSLA
“So maybe in the short term, Tesla can outperform Tesl Tesla can outperform SpaceX.”
“I'm not selling my Tesla. I think I think Tesla will have more multiple when it comes to these things. A lot more multiple.”
“and you want the Tesla's price to be indexed to it.”
“Meaning that there is a value, and I put it at 690 because I'm crazy optimistic.”
“I think long-term Tesla is going to still make good returns, but not compared to what SpaceX will.”
“because they know that if merger gets announced and a premium gets announced, stock's going to go up big time.”
“There's going to be a Optimus launch sometime next year. And when there's an Optimus launch, we're going to see purchase orders coming from these companies. That's what's going to make the big difference. And I think that's where we'll see the biggest jump in stock.”
“It's probably gonna end up maybe maybe maybe at 500 bucks per share by end of the year. I'm not sure”
“This is what's going to get our stock above a,000 bucks per share. if there's no merger, right?”
“Guys, there's no doubt that when a merger happens, SpaceX is going to give Tesla a premium. Now, right now, the stock is priced at what? 360, 370, 380, whatever the heck it is. There has to be a premium 30% to a maximum of 50%.”
“So, the stock will eventually go up too, but it's not a time to sell when you're going to get a premium on your shares.”
“and that's why you cannot wait for it. That's what Tom Lee and everyone else says like you know you need to be in the market in your stocks because you cannot wait”
“And I don't think I'm going to sell my Tesla shares or even 100 of them to buy SpaceX stock because it looks like Tesla is making this big turnaround but slow turnaround, but once it turns around fully, it's going to shoot up pretty nicely.”
“I think it it is beneficial for Tesla investors to get merged with SpaceX cuz I think we'll get more bang for our buck here because we get a premium. Right? The stock will go up.”
“I still believe 600 year, me too.”
“I had to rethink my thesis with Tesla, but I think I'm not going to sell any of my Tesla stock. I'm just going to use fresh funds.”
“So, once they know, the market knows that, mhm, the cat's out of the bag, it's going to merge, and whatever the price is, it's going to be a 30% premium on top of that.”
“Not because Tesla won't break out. It will, but because the upside potential quicker, maybe better. That's exactly my thinking right here.”
“If it's not as upbeat as this got some real thinking to do and I can't prolong it. I got to really think about this. Maybe sell 200 shares.”
“I would sell a thousand of that and I would just buy more SpaceX just for insurance just in case if it doesn't happen. Not financial advice, but that's what I would do, right?”
“I've made a promise myself that I will not sell my Tesla shares until 2030. So, I'm not going to I'm not going to go back on that.”
“in the next 2 to 3 years, I can see SpaceX being worth three to four times what it is now while Tesla being maybe twice as much.”
“This is in terms of the stock price is not going to move it the needle. We know that.”
“But if they do mention this is a merger, a proposal, stock's going to go up. It's going to sore up and it's probably going to be a good memorable moment.”
“But if the proposal is going to come on that day or later on today, of course, I think this is going to be sell the news event. There's no doubt about that.”
“especially if there's a merger announcement, then it's going to go even higher.”
“I think Tesla is is going to have some really good short-term gains. I think better than SpaceX in the next few months or so”
“Until they are 100% confident, then we're going to start to see crazy rollouts.”
“in the coming months this thing is going to take off like a Starship or whatever the heck he just said like you know a SpaceX rocket in the coming months we're talking about coming months means the next 3 to four months let's say 5 months right”
“I think Dallas and then afterwards Houston, if not both at the same time, it's going to be flipping awesome.”
“Let's see what's going to happen from now to the end of the year. I do think something is going to happen”
“when you look at at the bigger picture, it it will be a much higher higher ROI when we're combined into one.”
“In the next 2 to 3 years, this company's probably going to 5x. Maybe Tesla maybe 2x or 3x, but SpaceX going to 5x.”
“And again, it is going to be all at once. Maybe not like in one wave, multiple waves, but it's going to feel like all at once, every single wave.”
“So, I'm giving this less than a week before something happens, before we see these rollouts happening in these cities, which is flipping insane.”
“So I wouldn't be surprised that next month or a couple months from now bi-weekly it'll be 500 and that number of an annual base that's being produced would be nearly 30,000.”
“At this rate, Tesla's going to beat Whimo before the year ends or at the end of the or at the end of the year at the latest.”
“Well, they're flooding Austin and they're about to flood Dallas, too.”
“And then Q1 that run run rate of that is probably going to be closer to 1.8 billion”
“But if we don't hit a million in Q3, we're definitely going to hit it over in Q4, maybe 1.2, 1.3 million.”
“At least at least I'm I'm thinking 950,000 is the realistic number here around close to 280,000 new active subs. I think that's what we're going to get here.”
“I wouldn't be surprised if there would be 1 million monthly active FSE subs in Q3.”
“The things the thing gets drive better than you and me and it's eight times safer and then next year it'll be 20 times safer and then end the decade it'll be 100 times safer and we don't really we don't have to drive anymore.”
“Again, if your car doesn't have any FSD capabilities in the next 2 years, you're not selling that car.”
“And that's with unsupervised and that's coming soon. It's game over. I just don't I I just don't see how others can compete with this.”
“On top of that, their planning here, which I think is a very conservative plan, is to have 25% of all mobility journeys autonomous by the year of 2030. I think it's going to happen sooner than that”
“I think I'm predicting, guys, that within 90 days that UAE is going to approve Tesla's FSD.”
“But, good signs that we're seeing here that Tesla is they're allowed to do this, meaning that it looks like robot taxis could be a thing very shortly soon in China.”
“Like I mean, this is there's the biggest sign right here that they are like a week or two away from rolling out in Dallas.”
“and the Terapab is going to be so well so well in Tesla's favor and in SpaceX's favor that I don't think that this this will be an issue in in the coming years or so.”
“Again, it signals to us that Optimus production, mass production is closer than we think.”
“again like that report 50,000 units by end of this year and that's confirmed by vendors not from Tesla but from vendors by multiple vendors by the way”
“Q4 is probably going to be a very strong one because it is a lumpy business and we've got Houston coming online, all that kind of stuff.”
“486,000 and a half will give us an EPS of 39 cents.”
“Like I I think it's going to be at least quarter of a million new subscriptions being added on.”
“I have a feeling we'll hit that in Q4.”
“if if Tesla can solve full self-driving and do robo taxis, this is a $10 trillion company.”
“So, I'm going to keep accumulating it.”
“If we get this number, stock's going to go berserk.”
“If this happens, and I do think I do predict it's going to be in the 17 instead of the 16s, but they are saying it's going to be a record regardless.”
“And I think if 500,000 doesn't happen in Q3, it's definitely going to happen in Q4 because deliveries, sorry, sales orders, the backlog, if you order a Tesla today, you're not going to get it until next flipping year.”
“But nonetheless, I what I get here with all that with a 95% delivery rate is around 482,000, which is more realistic. I think this is what this is the number that we're going to get instead of this, which sucks cuz I really want to see this number.”
“I'm very very curious to see what this all going to look like in the next two years because we're getting three things launched this year. Probably another launch next year, which is the Optimus. And wait until all those accumulate and scale and sell. It's going to be massive, right?”
“I know this thing's going to soar up very soon. The question is, is it going to be before or after the merger, right?”
“I'm probably starting at 700 by end of the year. So, let's see. Let's see if it starts. Let's see. Let's see if it happens. I doubt it, but depends what Q3 is going to be, which is going to happen next month.”
“anything under 400, I really do think it's uh we'll look back in a couple years or so and go like, "Oh, damn. I wish I bought more." Not financial advice.”
“I think the next year or two when we start seeing the cyber cab and the robo taxi the top and bottom line coming in I think that's when things are going to change big time”
“But I think Tesla's winning here and I think they're going to keep winning here.”
“Q3 and Q4 guys are going to be awesome flipping quarters for Tesla.”
“I'm pretty sure that can go up to closer to maybe 2,000 bucks per share if you want to add the energy, the autos.”
“So a 50p I think is more than reasonable here is about a valuation of $4.8 trillion or a stock price of $1,400 bucks per share just from robo taxis alone.”
“I do think that maybe 10,000 of it is priced in, but what happens when Tesla releases 10,000 of them?”
“This they're pretty much rewriting this whole thing at this time, which is absolutely flipping bullish for Tesla.”
“So, there's extremely bullish news as well as we're seeing Houston parking lots being filled with cyber cabs and just robo taxis in general.”
“I'm betting on Tesla.”
“I think once we see the unveil of that, I think the stock's going to go way up. It's going to go crazy.”
“I think the stock's going to way higher than what it is now right before a merger happens.”
“I think the premium is going to be at least 420 highest 500 if anything happens because it has to match SpaceX's valuation too cuz I think at least it has to be merger of equals.”
“I think this is going to expand really quickly and very fast, especially in the states and cities that they already are operating in.”
“It's it's game over. It's done. It's absolutely done.”
“Even earlier prediction of hazards, even faster reaction time, and overall significantly better safety and collision avoidance coming as part of the next big upgrade, version 15.”
“we're also going to see billions to be added to the bottom and top line of Tesla cuz this is pretty much all profits.”
“Overall, October 6 will be a good day for Tesla, Tesla shareholders, and the people of EU.”
“Here's the thing, when it comes to the financials, the Roadster is not going to move the needle.”
“Optimus will be easily the largest product that mankind has ever.”
“I think Tesla will succeed in two principal markets that make the car business look small by comparison and one is the transportation as a service business.”
“I'm thinking at least at least 200,000 by 2040.”
“Like I think they should increase it by a 100 bucks at least 150 bucks.”
“That's why Tesla's going to win. And that's why I think it's going to become the world's most valuable company until SpaceX takes it takes that from him or them.”
“We haven't changed the cost per mile revenue of 227 billion over 112 in net profit 45p market cap of 5 trillion and 1282.”
“Give this an 80p that's that's a valuation of 3 trillion 734 bucks per share which is absolutely nuts.”
“Give that only 100p. That's a that's a stock price of 620 bucks per share.”
“You already know you guys, I'm all in on Tesla stock for this main reason.”
“I do think that once it does sore up the price of that is going to go up.”
“I need more Tesla stock all the time.”
“You guys already know I'm all in because of this stuff and now it's flipping happening.”
“I believe Optimus is going to be something beyond 2035 for it to be recognizing revenue.”
“So this is a good telltale sign... and you already know I'm all in because of that.”
“If it's true, then I think we can get a higher valuation in the next two to three years with the Optimus than the robo taxi.”
“We're going to see the valuation of this stock of this company skyrocket sometime second half of 2027.”
“Well, the funniest outcome is probably what's going to happen knowing Elon. And that would be kind of taking it private at 420.”
“I'm taking this opportunity to buy more shares because what people are starting to clue in on is Elon has voting control of SpaceX.”
“we're getting this thing finally up and running so we can finally increase the financials of it so we can, you know, see this stock five to 10x”
“I think this is the most realistic scenario where we're going to get a mix of customers of you and I adding to the robot taxi fleet, and of course, them doing it themselves.”
“In six to 12 months... all this good news on both sides will actually pull both stock up.”
“I'm sitting here and I'm just like people are selling the stock and being, you know, pessimistic at the wrong time.”
“I am betting my whole entire portfolio on Tesla right now.”
“If not this year, next year, but for sure during Trump's administration, because after that, it's going to be a little difficult, but for sure this is going to happen.”
“I don't think we will be complaining in 2030, which is my time frame. I bought in 2020 up until 2030, and then we'll reevaluate what happens in 2030.”
“I predict that September I think cyber cabs are going to start to begin in Austin or in te somewhere in Texas most likely in Austin.”
“I'm expecting around 1.2 to around 1.21 active FSD subs which would be a percentage of around 13.6 six increase.”
“I'm thinking around 1.6 million active FSD subscriptions, which will be a growth of 45.45%.”
“you could see by end of this not just year by end of this second this first half of this year you're going to see other cities Tesla saying that we just rolled out taxis whether supervised or unsupervised in those in those cities as well.”
“I think the cyber cab we you and I could buy the cyber cab by end of this year because of this because I thought this was going to be the limit but apparently they ain't no limit on This it is an exemption.”
“I think in the next 6 months we may have we may see 1,000 unsupervisable taxis.”
“I was at 55% I'm today rather at 75%”
“If that ends then I think the stock can go above 400.”
“500 bucks could even go as high as 600 bucks.”
“If this happens, then Tesla stock will go to all-time highs without a question of a doubt. 500 bucks could even go as high as 600 bucks.”
“by end of next year take rate could reach as high as 50% when more markets accept Tesla's FSD”
“Tesla's FST subscription take rate will double by year end to 25%.”
“P of 150, stock price of 3,400 bucks per share, market cap of 11 trillion.”
“2030 P of around 200 stock price of 2600 bucks per share or a market cap of 8.5 trillion hitting Elon's 8.5 trillion target.”
“my price target by end of 2030 is 3,000 bucks per share. Or in other words, a market cap of almost 10 trillion.”
“For those of you guys who's been following me for some time, you guys already know that my price target by end of this year is at 700 bucks per share”
“There's a lot of people and some guys on X and YouTube saying that the stock price could reach a,000 bucks per share by 2026, end of 2026.”
“I do see a path where it can go to a,000 or 1500 realistically. If Elon can demo a robot that can do real work in real life and have a date for pre-order is game freaking over.”
“I expect it's going to be about 575 to low 600. If things get exuberant, people you know over excited for more kicks in it may be reaching 700.”
“I think if Tesla doubles from now, there's going to be another stock split.”
“I do think that Tesla will initiate the third stock split by 2027.”
“at 225p, that's a stock price of 1216 and a market cap almost 4 trillion. This is where I think this is going to do a stock split.”
“At the lowest PE of 200 of 682, I'm sitting in the middle of 250. That's a stock price of 852 bucks per share.”
“my price target is 575 in this year. And I do think we're going to hit that.”