
Every call, on record
Solving The Money Problem on TSLA
“It's worth emphasizing that should terapab not be successful, SpaceX is [ __ ] Tesla's [ __ ] And when I say [ __ ] I don't mean literally bankrupt. I mean, they're going to fall so embarrassingly, dramatically, catastrophically short of their ultra ambitious long-term goals.”
“I think there probably is a pretty good chance that Terapab will be a success.”
“The ads will come as FSD goes unsupervised region after region.”
“And being able to tell consumers in a certain region, you right now can buy a Tesla, subscribe to FSD, and it can take you to your destination while you're asleep in the vehicle legally, that return on investment will vastly outweigh any potential return they would get in telling consumers about FSD supervised.”
“After almost 10 years in the works, Tesla Semi has finally come to market and this product is going to deeply penetrate the trucking industry. Everyone in the industry is going to want to get their hands on Tesla Semi.”
“That's the actual obvious future of extremely long haul trucking. Fully autonomous vehicles end-to-end.”
“So, the ongoing repair and maintenance costs alone, forgetting about fuel, are going to be dramatically lower for the Tesla Semi.”
“The bottom line is the Tesla Semi's will pay for themselves within just years. Tesla Semi's will sell themselves.”
“So I think Dan's estimate for end of next year certainly at least the deal is likely to have been proposed”
“I expect extremely consistent, steady, long-term compounding growth in Tesla's energy business, especially their big grids scale batteries.”
“My high confidence prediction is 2 to 3 years from now, Tesla Cyber Cabs will be on mass in most major US cities at a minimum.”
“The company is damn near unkillable.”
“I think Tesla is the time to buy the stock is now.”
“I think Tesla is the time to buy the stock is now.”
“People have no idea how quickly Tesla's going to be able to go from having a small foothold in a city legally, but at very small scale, operating cyber cabs, to saturating that city, not just taking a small portion of ride hail, but the majority.”
“I'm extremely confident that Tesla's strong and clear priority right now deploy Cybertruck at massive scale globally and scale up production of the Optimus humanoid robot.”
“What would the implications be, particularly for companies like Tesla working on the Optimus humanoid robot.”
“Tesla self-driving car is going to be a tremendous boon or is a tremendous tremendous boon already to users.”
“This is no [ __ ] some of the biggest, best, and most bullish news for Space X AI and Tesla in years.”
“By the mid-2040s, in the base case, Tesla's business is transformed... Optimus, humanoid robots sold with software attached, becomes, in this model, the single largest Tesla profit engine.”
“Hope you're ready for the Tesla CyberCab tsunami cuz it's about to hit and nothing can stop it.”
“Tesla Autonomy is reusable rockets part two.”
“I can't see how this plays out any other way than Tesla dominating.”
“The economics are so obscene that even if Tesla doesn't get anywhere near their ongoing operational cost per mile targets, they will still have a dominant platform.”
“Optimus robots will be commercially viable much sooner than I think most people expect.”
“we are in print as a pri with a price target at uh 2600”
“I'm still expecting massive long-term success, but with a somewhat slower ramp than I previously expected.”
“It is not a question of if Tesla will succeed, if they will dominate, if they'll have an unbeatable cost advantage, scale advantage, production advantage.”
“And I think we're going to make five times that amount in Tesla over the next 10 years as they've changed their model.”
“Tesla absolutely dominating the fleet of millions of robo taxis globally, printing money with an unassalable lead.”
“I remain just as hyped as ever regarding Tesla autonomy.”
“And I think we're going to make five times that amount in Tesla over the next 10 years as they've changed their model.”
“I'm still extremely bullish on Tesla.”
“Over a long enough time frame, both Tesla independent of SpaceX and SpaceX independent of Tesla can both become 10 plus trillion dollar companies.”
“FSD revenue for Tesla is going to continue to increase meaningfully over time as FSD Supervisor is approved and released in more countries around the world and simultaneously as the FSD software itself gets more capable.”
“FSD revenue for Tesla is going to continue to increase meaningfully over time as FSD supervised is approved and released in more countries around the world.”
“There is no coming back from here for internal combustion engine vehicles. As more and more consumers become aware, if they think it actually matters, not the sticker price, but the actual total lifetime ownership cost, the shift towards electric vehicles will continue.”
“If you thought Tesla was dominating when it comes to electric vehicles, just you wait until we see FSD unsupervised rolling out globally. You ain't seen nothing yet.”
“I think we're looking at 2 trillion ultimately, probably a 3 trillion dollar market cap by late 2026, early 2027.”
“my prediction which could be wrong is that at some point during 2023 the stock market figures out that there's a gigantic disconnect between Tesla's intrinsic value and the current stock price”
“I have a funny feeling that at some point during the year this stock market May realize that it has collectively made a slight error of judgment in assessing the fair value of certain Securities including Tesla”