$TSLA

Tesla's upside extends beyond Ark's $4,400 base target for 2031 (62% compound annual growth rate): that model values mainly robotaxis and credits nothing to Optimus, which is entering mass production and is expected to be worth far more than robotaxis, taking Tesla past $8,000 in five years.

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“🏦 Banks Go Bitcoin: JPM Says BTC Beats Every Asset, Token + Compute Wars”
InvestAnswersArk InvestPublished Oct 20 · 10 passages

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We will talk a lot about Bitcoin, artificial intelligence, computing, SpaceX, Tesla, humanoid robots, tokens, coding, chips, and all the good stuff that matters, and all the trains you have to ride to survive.

Tesla rose slightly, and AMD fell. For the past thirty days, you can see a slightly different story, but it's not good either . Tesla rose, Amazon rose, Microsoft rose, Apple rose, and the rest fell almost. Not good.

Tesla was at almost the break-even point . The rest is a bloodbath; Sinex is down 25% and Salam is down 9%. Micro strategy decreased by 15%. AMD's stock fell 12%. It was a terrible thing.

Anyway, Ark has released their new price prediction model for Tesla for 2031. Incidentally, my theory is that 2031 doesn't matter at all because Tesla will no longer be an independent entity. You'll be part of, guess what? Yes, SpaceX.

In any case, the good news is that the value of the components when they conducted this study was mainly focused on the fare robots, and nothing about the humanoid robot Optimus.

Therefore, there is a tremendous amount of value yet to come to this company. The compound annual growth rate for the base price target of $4,400 is 62%. That's enormous. Once again, they still strongly believe in taxi robots. They are not very believers in humanoid robots.

And guess what? Tesla and their self-driving cars, they have self-driving Model Y cars and now they have the Cyber Cab. I believe they have 1,300 self-driving cars roaming around if I'm not mistaken.

Most of them are in Texas. Greetings to everyone in Texas. But Tesla reached one million self-driving miles, four times faster than Waymo.

Tesla's earnings call is tomorrow. I will be live streaming in full. It will be one of those long sessions, two hours or more. Prepare your coffee. There will be lots of interesting dialogue and analysis of everything that happens.

The other good news regarding Tesla is that this appeared in their annual earnings report. Guess what's on the cover of the annual report? Yes, mass production for Optimus Prime 3.

They are heading towards mass production. I heard in June and July from very reliable sources that they would start mass production in September. They may have been a few weeks late, but they are now producing the Optimus V3 in huge quantities.

It has been completely finished. They have the necessary supplies. Many of them come from China. Magnets, motors, etc.

Incidentally, the leg motor in the humanoid robot "Optimus" is the same motor used in the rear of the new "Roadster" car. Interesting fact.

In any case, the value of "Optimus" will far exceed that of the robot taxi. So, just imagine for a moment if what we expect happens by 2027, 2028, 2029, 2030, 2031, that is, in 5 years, and they are not putting any estimates on "Optimus".

You know, this shows that we're going to get much further than the $8,000 value.

Watchpoints

Optimus V3 production volumes confirmed in Tesla's quarterly update and earnings call

What this channel has said about $TSLA

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