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Herbert Ong· 2026-05-12 15:53
🚨 Piper Sandler says if $TSLA is worth around $400/share, investors are basically getting Optimus for free 👀@thejefflutz highlights the firm’s new long-term model projecting Tesla could eventually reach nearly $1.8T in annual revenue across Robotaxis, FSD subscriptions, insurance, supercharging, licensing, and more.What’s interesting? The model doesn’t even include Optimus yet! ...