What top creators are saying about Tesla, Inc.(TSLA)— Page 17

The company sold only 20,000 Cybertrucks last year, falling dramatically short of its 250,000 target, which is a significant red flag for production or demand.

The company's self-driving technology is believed to have hit a 'new inflection point' in quality and capability, driven by AI advancements.

The investment thesis for Tesla extends beyond cars into robotics, but the stated timeline for selling the Optimus humanoid robot by the end of 2027 is viewed as 'very, very aggressive' and 'highly speculative'.

Extremely bullish case due to advancements in AI, robotics, and energy. The launch of unsupervised robotaxis in Austin is a major milestone, and its in-house AI chip (AI5) could be an 'NVIDIA killer,' potentially adding $1,500 per share in value.

The lowering of Canadian tariffs on Chinese-made EVs is a direct, short-term positive, as it allows Tesla to sell its Shanghai-manufactured vehicles in Canada at a more competitive price, potentially increasing sales and profit margins.

Recognized for its growing role as a vertically integrated AI company that designs its own powerful custom chips (e.g., Dojo, AI6) for AI infrastructure.

In the context of robo-taxis, its technology was compared unfavorably to Waymo, being described as analogous to 'general aviation' which is 'less safe, more prone to incidents'.

Dropped 4% to $418 and is considered technically weak. A break below the $415 support level could lead to a sharper decline toward the $380s.

The stock's drop is considered completely unjustified as the company is insulated from the specific tariff issue by manufacturing locally. A recent positive catalyst (tariff-free exports from China to Canada) makes the sell-off a buying opportunity.

The removal of the lifetime Full Self-Driving (FSD) license is a 'bullish catalyst' signaling confidence in achieving full autonomy. Its in-house AI chip development could transform it into a vertically integrated AI and robotics powerhouse.

Faces increased competition in the North American market due to Canada cutting tariffs on Chinese EVs.

Mentioned as a strong performer, up 100% in the last two years, and part of the group of stocks where investors can find profits currently.

A speculative but bullish long-term possibility exists where a new revenue stream could be created by leasing the idle computing power from AI chips inside its fleet of parked vehicles to power XAI.

Mentioned as being down 2% to $430 amid the broader market sell-off.

Used as a negative example to illustrate the 'novelty problem' in current AI. An incident of a Tesla on 'Summon' mode crashing into a private jet was cited to cast significant doubt on the robustness of its AI and its path to full self-driving.

Mentioned in the context of a past event where Elon Musk reportedly wanted to merge OpenAI with Tesla as part of the ongoing lawsuit discussion.

Used as a case study for capital-intensive growth, but also as a reminder of extreme volatility, having experienced a 70% sell-off from its highs in the past.

Making significant progress on its new lithium refinery in Texas, a strategic move to secure its supply chain, reduce reliance on China, and strengthen its long-term manufacturing foundation.

The primary investment thesis is the company's transformation into a high-margin subscription business through its Full Self-Driving (FSD) monthly service, which the speaker believes is being missed by the market.

The discussion reinforces Tesla's position as a critical leader in the race for full autonomy, highlighting the significant long-term potential of its FSD and robotaxi ambitions.

The primary investment thesis is its future as an AI and robotics company, with Optimus and Robotaxi as main value drivers. The shift to a subscription-only FSD model is seen as a major bullish catalyst.

The speaker believes legendary investor Warren Buffett should have bought Tesla years ago, implying a very bullish view on its performance and market position as a significant, thesis-driven investment.

Market share may be potentially impacted due to increased competition from Lucid Group, whose new model is presented as superior to the Tesla Model X.

The company's success is built on a 'path-dependent' product evolution that prioritizes technology and performance for a tech-focused customer base, a strategy which is fundamentally different from traditional automakers and is expected to continue.

The decision to make Full Self-Driving (FSD) a monthly-only subscription is speculated to be a move to boost subscriber numbers to hit a target in Elon Musk's compensation package.

The company's 'big Bitcoin bag' is presented as a positive, long-term value driver for the stock that could be a 'huge sum of cash' in 10 years.

Described as being in a 'really, really, really good spot for probable continuation higher' and highlighted as a primary opportunity for a new long trade, with a good risk-to-reward ratio.

The investment thesis is heavily tied to the success of its Full Self-Driving (FSD) technology, which received a major endorsement from Motor Trend. The global expansion of FSD and 'cybercabs' is seen as a key future catalyst for a 'big year' in 2026.

Highlighted as a key player making autonomous driving a reality, with an overwhelmingly strong economic case for its technology. Also considered a core AI holding as part of the Magnificent Seven.

The market may not fully appreciate the scale of Tesla's future plans, including cybercabs and humanoid robots expected around 2026. A new Roadster patent, developed with SpaceX, serves as a tangible catalyst for its ambitious innovations.

Positioned as a 'hyperscaler' and primary beneficiary of the AI/robotics revolution, with a strong bullish outlook for its leadership in autonomous vehicle technology.

Integrating Grok AI into vehicles and is the subject of speculation about a transformative reverse merger with xAI, which could create a vertically integrated AI powerhouse.

The company may face increased political and social scrutiny due to its high-profile billionaire CEO, Elon Musk. A growing political sentiment for higher taxes on the wealthy is noted as a political and tax policy risk.

A new long trade has been opened, viewing it as a 'catch-up' trade with significant upside potential, lagging Monero's similar chart setup. A grid bot strategy has a selling target of $720.

Mentioned as a prime example of a major company that has already moved its operations from California to Texas to escape high taxes and burdensome regulations.

A major speculative catalyst was mentioned: a potential reverse merger with SpaceX that could send the stock to $1,000.

The stock is considered 'too expensive' at current prices, despite the guest being a user of the technology.

Described as 'stuck' and not participating in the high beta rally, but a contrarian theory of a SpaceX reverse merger was shared as an 'extremely bullish' potential catalyst.

The Optimus humanoid robot project presents a significant long-term, bullish case. It is considered a high-risk, high-reward 'moonshot' opportunity that could fundamentally revalue the company by entering the multi-trillion dollar healthcare market.

The stock was used as an example to warn investors against making decisions based on the emotional highs of short-term price movements. The analysis advises focusing on long-term accumulation plans rather than the daily performance of volatile stocks.

The long-term investment thesis is based on a future dominated by AI, RoboTaxis, and Humanoid Robots (Optimus), with the market believed to have not yet priced in the enormous value of these future businesses. Near-term catalysts include autonomous vehicle regulation and the launch of RoboTaxi operations.

Used as a positive analogy for the 'end-to-end' or 'full stack' model that winning projects should emulate, comparing its self-contained FSD system to a superior, scalable strategy.

Lost its position as the top EV carmaker to BYD, with sales falling 16% at the end of 2025. The company's sales are vulnerable to policy changes, its premium price is a disadvantage, and its future is increasingly tied to higher-risk ventures like self-driving tech and robotics.

Its 'human-in-the-loop' autonomous system is cited as a model for the essential control and oversight needed for enterprise AI agents, highlighting the importance of its safety approach.

The long-term investment thesis is viewed as extremely bullish due to AI-driven initiatives, particularly the Optimus humanoid robot, which is called the 'most transformative technology product ever made' and a potential 'winner-take-all' product. The company is also seen as 'closing in on a solution' for full self-driving.

The Optimus robot represents a massive potential growth area beyond electric vehicles, and synergy with xAI's development could be a significant long-term catalyst. The company is viewed as an AI and robotics play.

The company is viewed as a diversified technology company with major growth potential in AI, robotics (Optimus), and energy. It serves as a way for public investors to gain indirect exposure to the 'Elon Inc.' ecosystem, including xAI and SpaceX.

Described as one of the most important companies, expected to benefit from SpaceX IPO hype, and is seen as one of the best ways to invest in the robotics sector.

Reinforces its image as a leader in radical innovation with a new Roadster patent and the Optimus robot, showcasing a unique technological advantage and long-term potential beyond vehicle sales.

CEO Elon Musk's significant influence is a 'double-edged sword' for the stock, acting as a powerful marketing tool but also representing a 'key person risk' and a source of unpredictable volatility.