🚖 Robotaxi Goes Live: The Rea-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla?

The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift.

🧠 Valuation Shift: From Cars to Platforms

If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto.

📈 Institutional Positioning

Morgan Stanley reiterating its $800 bull-case target is meaningful — not because of the number, but because the Street is finally starting to price in autonomy as real. Expect other institutions to follow as Tesla proves road-readiness, regulatory viability, and user demand.

⚠️ Risks Remain

Autonomy regulation is a patchwork across states. Any accident could trigger reputational and legal blowback. Watch for political risks, especially given Musk's increasing entanglement with partisan discourse. A sell-the-news reaction near $400 would not be surprising, but dips may be short-lived.

📍Tactical View

Base case: $420 near-term if robotaxi rollout expands cleanly

Bull case: $500+ if Q3 shows user traction or new licensing deals

Buy zone: $330–$345 (if market-wide volatility creates entry window)

Cathie Wood Backs Tesla: Is $300 Your Buy or Bail Signal?

After Tesla's sharp decline, Cathie Wood still stands firm: Elon Musk recently decided to personally take over Tesla’s sales operations in the U.S. and Europe — a sign that he is refocusing on the company’s operations at a critical turning point. Back in March, Cathie Wood predicted that Tesla’s stock price would reach $2,600 within five years — nearly nine times its current value. Do you believe Musk can turn things around? What's your move at $300?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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bouncee
06-12
bouncee
Exciting journey

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This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift.</p>\n<p>🧠 Valuation Shift: From Cars to Platforms</p>\n<p>If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto.</p>\n<p>📈 Institutional Positioning</p>\n<p>Morgan Stanley reiterating its $800 bull-case target is meaningful — not because of the number, but because the Street is finally starting to price in autonomy as real. Expect other institutions to follow as Tesla proves road-readiness, regulatory viability, and user demand.</p>\n<p>⚠️ Risks Remain</p>\n<p>Autonomy regulation is a patchwork across states. Any accident could trigger reputational and legal blowback. Watch for political risks, especially given Musk's increasing entanglement with partisan discourse. A sell-the-news reaction near $400 would not be surprising, but dips may be short-lived.</p>\n<p>📍Tactical View</p>\n<p>Base case: $420 near-term if robotaxi rollout expands cleanly</p>\n<p>Bull case: $500+ if Q3 shows user traction or new licensing deals</p>\n<p>Buy zone: $330–$345 (if market-wide volatility creates entry window)</p></body></html>","htmlText":"<html><head></head><body><p>🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla?</p>\n<p>The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift.</p>\n<p>🧠 Valuation Shift: From Cars to Platforms</p>\n<p>If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto.</p>\n<p>📈 Institutional Positioning</p>\n<p>Morgan Stanley reiterating its $800 bull-case target is meaningful — not because of the number, but because the Street is finally starting to price in autonomy as real. Expect other institutions to follow as Tesla proves road-readiness, regulatory viability, and user demand.</p>\n<p>⚠️ Risks Remain</p>\n<p>Autonomy regulation is a patchwork across states. Any accident could trigger reputational and legal blowback. Watch for political risks, especially given Musk's increasing entanglement with partisan discourse. A sell-the-news reaction near $400 would not be surprising, but dips may be short-lived.</p>\n<p>📍Tactical View</p>\n<p>Base case: $420 near-term if robotaxi rollout expands cleanly</p>\n<p>Bull case: $500+ if Q3 shows user traction or new licensing deals</p>\n<p>Buy zone: $330–$345 (if market-wide volatility creates entry window)</p></body></html>","text":"🚖 Robotaxi Goes Live: The Real Inflection Point for Tesla? The official launch of Tesla's Robotaxi testing in Austin marks a pivotal shift — not just in technology, but in how investors should value Tesla. This is no longer just an EV company; it’s actively becoming a platform for autonomous transport, with direct implications for both revenue expansion and margin uplift. 🧠 Valuation Shift: From Cars to Platforms If Tesla monetises each Robotaxi at ~$30,000/year (as some ARK models suggest), the optionality is staggering. Even modest rollout across a few U.S. cities could justify a rerating of Tesla's valuation multiples, more akin to SaaS or mobility-as-a-service platforms than legacy auto. 📈 Institutional Positioning Morgan Stanley reiterating its $800 bull-case target is meaningful — not because of the number, but because the Street is finally starting to price in autonomy as real. Expect other institutions to follow as Tesla proves road-readiness, regulatory viability, and user demand. ⚠️ Risks Remain Autonomy regulation is a patchwork across states. Any accident could trigger reputational and legal blowback. Watch for political risks, especially given Musk's increasing entanglement with partisan discourse. 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