Tesla is poised for significant growth in the coming years, driven by advancements in autonomous driving and robotics. Elon Musk has predicted that Tesla could have 100 million robotaxis and a billion Optimus robots by 2034. The company's current market value of approximately $600 billion could exceed $5-7 trillion with the successful deployment of robotaxis. ARK Invest forecasts that by 2029, 90% of Tesla's enterprise value and earnings will come from its robotaxi business, with a 58% chance of commercialization. ARK updated Tesla's price target to 2029. Morgan Stanley's Adam Jonas believes the opportunity for humanoid robots is even greater than that for autonomous cars, with potential sales of Tesla's Optimus robot at $20,000. Tesla's humanoid robots, like Optimus, will leverage the same autonomous systems used in Tesla cars.
We believe Tesla is positioned very well into the next year with the Robotaxi Day a historic event for @elonmusk and the start of this $1 trillion climb ahead 🔥🏆🍿🐂📺 https://t.co/YI6rKWVdGv
We believe a Tesla comeback is in the cards for the next 6 months with the worst of China demand issues in the rear view mirror @LastCallCNBC 🔥🏆🍿🐂📺👇 https://t.co/YI6rKWVLw3
Tesla’s humanoid opportunity is ‘bigger’ than autonomous cars – Morgan Stanley 🏣🤖 https://t.co/VA3POnsIzy $TSLA #Tesla #Optimus @elonmusk https://t.co/yExCOp3g0n
Tesla's humanoid opportunity is 'bigger' than autonomous cars - Morgan Stanley https://t.co/ZbeBbdSTpP https://t.co/LGCY6eyn58
The Rise of Robotics & 66 Companies Morgan Stanley says people should prepare for Tesla to shift focus beyond just EVs, expanding into AI, robotics, & hybrid computing. Tesla & two other companies will both develop robots & benefit from their use. Why are all 3 Enabler &… https://t.co/bI5z1gyglh
Morgan Stanley's new report: ⦿ Tesla is uniquely positioned to enable and benefit from humanoids. ⦿ The "brain" for Optimus will be informed by the same autonomous systems present in Tesla cars. Both Optimus & FSD require processing raw video and reacting to perception. https://t.co/1MBsWr3GiD
BREAKING: MORGAN STANLEY’S ADAM JONAS SAYS $TSLA OPTIMUS COULD SELL FOR $20K 👀 He says it will be possible with scale, AI algos, and cheaper Chinese components! https://t.co/5XftZ4LnFg
MORGAN STANLEY: “.. #AI is driving transformational change in robotics. We believe the humanoids opportunity is far bigger and faster adopting than autonomous cars and will see a greater quantum of capital behind it. $TSLA is at the epicenter of the theme. Investors may need to… https://t.co/EsLXvCTOpB
Adam Jonas in new 10 page $TSLA note: "We believe the humanoids opportunity is far bigger and faster adopting than autonomous cars & will see a greater quantum of capital behind it. @Tesla is at the epicenter of the theme. Investors may need to add new tabs to their excel models"… https://t.co/hSndNfazrr
Tesla is worth ~$600B today, but with Robotaxis, it could be worth >$5-7T. Many don’t believe it, but the ones that use, understand, & see the progress of FSD, there’s a good chance it’s going to happen. $TSLA https://t.co/6jDbf8FRkK
ARK Forecast: 90% Of Enterprise Value & Earnings Will Be Robotaxi Biz In 2029 • ARK updated $TSLA's price target to 2029, highlighting that autonomous driving could make up almost 90% of Tesla's value. • There's a 58% chance that Tesla will commercialize its Robo taxi by… https://t.co/Y02wlJQdHB
🚨@ajtourville PREDICTION: 100 MILLION TELSA ROBOTAXIS AND A BILLION OPTIMUS ROBOTS IN 10 YEARS?! Elon: "That is probably an accurate prediction." This could be feasible for Tesla by 2034, given that any FSD Telsa could easily be turned into a part-time Robotaxi. As far as… https://t.co/EF7vNBIJGJ https://t.co/1QfaiIBNMG
🚨PREDICTION: 100 MILLION TELSA ROBOTAXIS AND A BILLION OPTIMUS ROBOTS IN 10 YEARS?! Elon: "That is probably an accurate prediction." This could be feasible for Tesla by 2034, given that any FSD Telsa could easily be turned into a part-time Robotaxi. As far as 1-Billion… https://t.co/8iquNzGnIV https://t.co/1QfaiIBNMG
Tesla Robotaxis will be a $5-7 trillion situation https://t.co/8kWeNgLQsp