🚖 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)

Robotaxi Rides? Would You Try Self-Driving Taxi?

Tesla plans to begin a pilot program for its “Full Self-Driving” (FSD) Model Y robotaxi in Austin on June 22. Robotaxi trials are about to begin, would you want to try a self-driving taxi? Waymo’s fares are 41% higher than Lyft’s and 31% higher than Uber’s, yet it has captured over 25% of the San Francisco market in just two years, surpassing Lyft. Why? Surveys say people love it because there’s no awkward small talk, the cars are higher quality — and no tipping needed.

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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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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