RT Chansoo Byeon (@Chansoo)Cybercabs are coming soon ...

Popular tech analyst from Wedbush, Dan Ives's optimism about the world's largest automaker, Tesla (TSLA), is seen to be believed. Not deterred even after being publicly called out by the company's mercurial CEO ("Shut up, Dan") earlier this year, Ives continues to shout from the rooftops that the company will be the undisputed winner in the autonomous AI and robotics battle in the coming years. In a recent note, Ives made his bullish case clearer, stating, "We expect an accelerated Robotaxi launch across ...

Production Update - Giga Texas 工厂出现 Cybercabs [1] Community Engagement - 特斯拉社区成员身穿 @teslaownersSV @SjvTesla @theXtakeover 夹克亮相 Giga Texas [1] Holiday Greetings - Joe Tegtmeyer 及其家人（包括宠物狗 Kiki）在感恩节期间于 Giga Texas 送上节日祝福 [1]

Production & Products - Tesla's 4680 battery will be used in Cybercabs, Cybertruck, and Optimus [1] - Tesla will utilize as many chips as suppliers can provide [1] Supply Chain - Tesla continues to receive sales from many suppliers [1]

Core Viewpoint - Tesla Inc is expected to provide insights on future electric vehicle demand and advancements in autonomous vehicles and robotics during its upcoming third-quarter financial results announcement [1] Group 1: Financial Performance and Market Position - Tesla is showing positive momentum, with an analyst predicting significant future share price increases, maintaining an Outperform rating with a price target of $600 [2] - The third-quarter results are anticipated to include deliveries that exceed estimates due to stabilized demand trends and a rebound in demand from China [3] Group 2: Future Outlook and Strategic Initiatives - The focus for Tesla's future is on AI transformation, particularly through autonomous and robotics initiatives, with expectations for details on robotaxi rollout and new vehicle models during the earnings call [4] - The upcoming shareholder meeting on November 6 will be significant, discussing CEO Elon Musk's new pay package and Tesla's investment in xAI, with AI initiatives being prioritized over immediate earnings guidance [5] Group 3: Valuation and Market Capitalization - Analysts project Tesla could reach a market capitalization of $2 trillion by early 2026 and potentially $3 trillion by the end of 2026, driven by volume production of autonomous vehicles and robotics [5] - The autonomous valuation alone is believed to be worth $1 trillion to Tesla's growth story in the coming years, marking the beginning of a new chapter in the company's growth [6]

Production & Rollout - Tesla's call will heavily focus on the Robotaxi rollout across the US [1] - The call will address volume production trajectory for Cybercabs/Optimus in 2026 [1] Demand & Stability - The call will address stable demand [1] Shareholder Meeting - The upcoming shareholder meeting is scheduled for November 6 [1] - Industry expects Musk's pay package and xAI stake to be approved [1]

Group 1 - Tesla, Inc. is currently considered one of the best stocks to invest in, with Mizuho raising its price target from $375 to $450 while maintaining an Outperform rating [1] - The US electric vehicle sales increased by 17% year-over-year in August, driven by consumer demand to take advantage of the Inflation Reduction Act credits before they expire [2] - Tesla is not only an automotive manufacturer but also focuses on innovative technologies such as robotics and AI, with products like the humanoid robot Optimus and the autonomous vehicle fleet Cybercabs [3] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Tesla, suggesting a competitive landscape in the investment space [4]

Core Insights - Electric vehicle (EV) stocks are projected to have significant growth, with EV sales expected to make up nearly one-third of new car sales in the U.S. by 2030, up from 3.4% in 2021 [1] Company Positioning - Tesla is well-positioned in the EV market due to its superior funding and a diverse product lineup compared to competitors [2] - The company has maintained profitability nearly every quarter for the past five years, while competitors like Lucid and Rivian remain unprofitable [5] - Tesla's market cap of $1 trillion allows it to raise substantial capital, providing a significant advantage over smaller competitors [5] Growth Opportunities - Tesla's recent launch of a robotaxi service in Austin, Texas, represents a new growth opportunity, with plans to develop Cybercabs specifically for autonomous taxi services [9] - Analysts predict that the global robotaxi market could be valued between $8 trillion to $10 trillion, with a significant portion of Tesla's market cap potentially attributed to this division [10] - The robotaxi opportunity could add $1 trillion to Tesla's market cap by the end of 2026, suggesting over 100% upside potential [11] Long-term Outlook - The full realization of the robotaxi opportunity is expected to unfold over decades, but the immediate growth potential is evident, making Tesla an attractive long-term investment [12]

Core Viewpoint - Tesla shares have experienced significant declines due to escalating tensions between President Trump and Elon Musk, leading to concerns over federal scrutiny and regulatory challenges [1][2][5]. Group 1: Stock Performance - Tesla shares fell 5.45% to $301.01 on July 1, reflecting ongoing investor concerns [1]. - Year-to-date, Tesla shares are down more than 25%, attributed to weakening global demand and increasing competition in the EV market [2]. - Since Trump's return to office on January 20, Tesla shares have decreased by 29.02%, with an investor's $1,000 investment now worth approximately $709.28 [6]. Group 2: Political Dynamics - Tensions between Trump and Musk have escalated, with Trump criticizing Musk's reliance on federal subsidies and suggesting an investigation into taxpayer funding for Musk's companies [3][4]. - Trump's comments indicate a potential shift in the political landscape that could impact Tesla's operations and valuation, as the relationship between Musk and Trump deteriorates [5]. Group 3: Operational Challenges - Tesla is facing operational pressures, particularly in Europe and China, where EV sales are declining due to increased competition and price fatigue [9]. - Analysts suggest that Musk's political entanglements are contributing to the company's sales challenges in these key markets [9].

Group 1 - Neta Auto's parent company, Hozon Auto, is facing bankruptcy review and has over 90 ongoing legal disputes, with total amounts exceeding 140 million RMB [1] - Tesla's board has formed a special committee to explore Elon Musk's compensation, which may lead to new stock option proposals [1] - Baidu is preparing to test its autonomous ride-hailing service, Apollo Go, in Europe, specifically in Switzerland and Turkey [1] Group 2 - Tesla has not yet begun testing its robotaxi without a human safety driver, despite plans to launch in Austin, Texas [1]