Tesla entering a 'golden chapter' with autonomous vehicles & robotics, Wedbush's Dan Ives says

Tesla's Future Growth & Autonomous Strategy - Wedbush Securities believes Tesla's autonomous robotics and AI roadmap represent a "golden chapter" and potential for significant stock growth (double) over the next 12-18 months [3] - Tesla aims to own the robo-taxi network, potentially posing a competitive threat to companies like Uber [6] - Tesla envisions a future where individuals can add their Tesla vehicles to the robo-taxi network while not in use [7] - The company anticipates significant earnings growth (12-20%) driven by autonomous capabilities in the coming years [8] - Tesla expects robots to become commonplace in homes within 2-3 years, performing tasks like laundry and dog walking [9][10][11] Apple's Performance & Outlook - The iPhone 17 is experiencing a surprise upgrade cycle, indicating strong demand [14][15] - China is shifting from a headwind to a tailwind for Apple [16] - Wedbush Securities predicts Apple's stock could reach $325-$350 in a year, potentially driven by an Apple Gemini partnership on AI [16] Cloud Market & Microsoft's Position - The Amazon outage is unlikely to significantly impact market share due to customer stickiness [18] - Microsoft is in a leading position in enterprise AI workloads [18] - Google's GCP is expected to show massive growth [19]