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Dan Ives: Tesla will be one of the best AI plays over the next few years as demand turns around
Youtube· 2025-10-02 18:59
Dan is global head of tech research at Wedbush Securities. And I got to say, we didn't even plan this, but our Tesla chart, let's bring it back up, perfectly matches. I mean, that's your yellow orang-ish jacket.I think that that that's a bullish that we literally had no this was not planned. Look at that. I I think that's a sign.Why do you love Tesla so much. Look, I mean, to me, look, the main thing is my view is on the autonomous robotic side. I mean, I think this now when it comes to it's going to be one ...
Dan Ives: Tesla's at the most important chapter for growth ever
Youtube· 2025-09-26 20:06
Core Viewpoint - Tesla is poised for significant growth in the autonomous vehicle market, with expectations to dominate 80% of this sector, which is not currently reflected in its stock price [2][4]. Group 1: Market Potential - The company is projected to expand its autonomous capabilities to 30 cities within the next 3 to 6 months, marking the beginning of a crucial growth phase [2][3]. - The market capitalization of Tesla is anticipated to reach $2 trillion initially, with a potential ultimate valuation of $3 trillion [2]. Group 2: Investment Sentiment - Current skepticism among investors is attributed to the stabilization of Tesla's core business, but the focus is shifting towards its autonomous and robotics initiatives [4][6]. - The price target for Tesla shares has been raised from $500 to $600, significantly higher than the average analyst estimate of $342, driven by the potential of autonomous technology [5]. Group 3: Competitive Landscape - Tesla is considered one of the top players in the physical AI sector, alongside Nvidia, particularly in the context of the ongoing AI arms race [4][6]. - The company is expected to experience a period of hypergrowth, which is not yet factored into its current valuation [6]. Group 4: Regulatory Environment - The regulatory landscape, particularly under the Trump administration, is seen as a catalyst for accelerating the federal roadmap for autonomous vehicles, which could benefit Tesla [9]. - There is an acknowledgment of brand damage in Europe and the U.S., but it is believed that this will diminish over time as Tesla solidifies its position in the autonomous market [8].