Tesla

Goldman Sachs and ARC forecast 150 to 200 billion in annual revenues from mo from autonomous mobility by 2030 with margins nearing 40 to 50% due to lower operational costs and high software. So the price targets in the bull scenario reach 3,000 to 4,000.

Plazo: 2030-12-31

'Tesla is the number one theme for me as a MAG7 stock for next year, but more importantly, for the next five years'

Elon Musk in an AXI hackathon: 'This unsupervised full self-driving is pretty much solved at this point. There will be Tesla robotaxis operating in Austin with no one in them, not even anyone in the passenger seat in about 3 weeks.'

Do you really want to be short something that looks like it's about to explode?

I'm calling it – autonomous cars are solved... if you're short Tesla... I'd cover it.

"Elon Musk expressed 100% confidence in achieving unsupervised full self-driving at a safety level far out exceeding human drivers with plans to remove safety drivers from robo taxis in large parts of Austin by year end"

Thursday, November 6th, you have Elon Musk shareholder meeting... there's speculation that Optimus 3 will be shown.

Tesla shifts from an $800 billion automaker to a multi-trillion dollar AI mobility platform... Is Tesla at this point a hyperscaler when XAI is building out Colossus and data centers? the answer is yes.