When I saw the footage of a Tesla Model Y driving through Austin with no one inside, it immediately reinforced my long-term bullish view on Tesla. Elon Musk later confirming that Tesla is already testing robotaxis without human safety drivers tells me this is no longer just a concept or a future promise — it's an execution phase. The market often underestimates how quickly Tesla moves once the technology reaches a usable threshold.
From an investment perspective, robotaxi is not just a feature upgrade, it's a business model shift. If Tesla succeeds in deploying autonomous vehicles at scale, it transforms the company from a car manufacturer into a mobility and AI platform. That kind of transition deserves a valuation re-rating, especially when software-driven margins are far higher than traditional auto sales.
As for whether Tesla can hit $500 by year-end, I won't claim certainty, but I do think the path is plausible if sentiment and execution align. Any combination of continued FSD progress, regulatory green lights, or further real-world demonstrations like this can act as powerful catalysts. Tesla has historically made its biggest moves when skepticism is still high — and we're still seeing plenty of doubt today.
I view robotaxi as Tesla's most misunderstood asset. Many investors focus only on current vehicle deliveries and margins, while missing the optionality embedded in autonomy. Once the market starts pricing in recurring robotaxi revenue, even partially, Tesla's valuation framework changes completely. This isn't about next quarter's earnings — it's about redefining transportation economics.
Overall, I remain firmly bullish on Tesla $Tesla Motors(TSLA)$
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
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