Jonas’ bull case for $TSLA 2030 is a robotaxi fleet of 1 million vehicles. My bull case for 2026 is a 10 million robotaxi fleet making $500B in gross profit. Wall Street can’t hear Jimi. @stevenmarkryan @bburnworth
Jonas’ bull case for $TSLA 2030 is a robotaxi fleet of 1 million vehicles. My bull case for 2026 is a 10 million robotaxi fleet making $500B in gross profit. Wall Street can’t hear Jimi. @stevenmarkryan @bburnworth
Jonas also misses the double impact of newer factories, and being on the same continent as the customer, on lowering cost and increasing margins. @ICannot_Enough @freshjiva
He sees it but he doesn’t see it. Massive cost reduction discussed in first paragraph but that doesn’t make it into his margin numbers. Interesting view on new Gigafactory locations.
Does anyone on Wall Street see how big Giga Texas is? They think it will only produce slightly more cars than Fremont?
@WR4NYGov Adam Jonas doesn't still get an exponential growth
@WR4NYGov Less than 30 months ago, Adam valued Tesla at a bear case of $2 (pre-split $10) and a Bull case of $100 (pre-split $500) and even with a range that wide, he still missed. 😂🤣
@WR4NYGov Less than 30 months ago, Adam valued Tesla at a bear case of $2 (pre-split $10) and a Bull case of $100 (pre-split $500) and even with a range that wide, he still missed. 😂🤣
@WR4NYGov Right…EV adoption is, and TAM will expand as price decreases to make price available to 200M people / and/or Robotaxi….either way, Tesla will be $10T by 2030-2035.