What top creators are saying about Tesla, Inc.(TSLA)— Page 18

Framed as an AI and robotics company first, with a technologically advanced 'end-to-end AI' approach for Full Self-Driving (FSD) that is also being used for its Optimus robot, creating a powerful AI development flywheel.

Presents a very bullish scenario where if the stock holds the $411 support level, a 'measured move' could lead to a 58% increase to approximately $717.

The investment thesis is shifting from near-term car sales to the long-term potential of Full Self-Driving (FSD), RoboTaxi, and Optimus robots. Cantor Fitzgerald upgraded the price target based on projected 2026 production of CyberCaps, Semi, and Megapack 3.

The unified chip architecture is seen as a potential game-changer, allowing AI models and capabilities to be deployed seamlessly from the cloud to physical devices in the real world.

Viewed as a strong long-term holding due to its leadership in AI and autonomous driving, but a pullback to the $320 - $360 range is considered a more attractive entry point.

Positioned as a major AI player beyond just cars and is part of Elon Musk's advancing AI ecosystem.

The long-term investment case is framed as being much larger than EVs, with future valuation potentially dependent on its success in the humanoid robotics market (Optimus robot), with a key milestone in Q1 2026.

The tokenization of its stock is presented as a long-term, bullish theme that could lead to a huge influx of capital by providing instant access for a global investor base.

The stock price is seen as disconnected from business performance, with free cash flow considered 'pretty bad' for its valuation, suggesting significant valuation risk.

Reported a weak quarter with net income falling 37%. Its extremely high valuation (255x 2025 P/E) is seen as disconnected from its current auto business and based on unproven future ventures.

Mentioned as the former company of Redwood Materials' founder, JB Straubel, linking Redwood's battery expertise to Tesla's ecosystem.

The core auto business is facing significant margin pressure from price cuts and falling net income. The pivot to AI and robotics is described as expensive, uncertain, facing delays, and lagging competitors.

The stock is in a transitional period, with a 'good quarter, not a great quarter'. The investment case now relies on future technologies like FSD and Optimus, as the stock has a 'very aggressive valuation'.

The investment case is not about short-term earnings but about its long-term vision in AI, robotics, and autonomous driving. Future catalysts like Robotaxi, CyberCab, and Optimus Robot are seen as the true value drivers.

The investment case is framed as a leader in AI, robotics (Optimus), and autonomous driving (FSD), with a clear 'roadmap to a 10X' valuation. The host is extremely bullish on its prospects beyond just being a car company.

Presented as a cautionary/bearish case study of a company that was negatively impacted by a targeted consumer boycott, highlighting a significant financial risk from social controversy.

The stock is considered extremely expensive (200+ PE ratio) and its valuation is based on speculative future promises like the RoboTaxi Network, not on its weak current fundamentals which include declining net income and low operating margins.

Cited for a 'disappointing earnings report' that created a negative market reaction and bearish sentiment. Investors are advised to exercise caution.

Missed on EPS and has negative YoY earnings growth. The stock's high valuation seems stretched given the lack of a clear growth story before 2027 and near-term risks to Q4 deliveries.

A 'beautiful long zone' is identified between $410 and $396, which could be an entry point if the price drops after the upcoming earnings announcement.

An investment in TSLA is a high-risk, high-reward bet on its unproven future in AI and robotics, not its current car business. Profitability is a major concern as the company is selling more cars but making less profit on them.

Mentioned as a hypothetical example of a stock that could be tokenized in the future, which would open up US capital markets to global investors.

While its Full Self-Driving (FSD) technology has seen a 'massive leap' in performance recently, the final 10% to full autonomy could take another 10 years, highlighting the long-term, high-risk, high-reward nature of its ambitions.

Mentioned as a massive opportunity for tokenization, which would provide global investors with access to U.S. capital markets by representing its stock as a token on a blockchain.

The investment case is shifting from EVs to AI. A mixed Q3 2025 earnings report saw a muted stock reaction, which was seen as a 'win' as the high valuation is supported by future projects like FSD and the Optimus robot. The main catalyst is the launch of unsupervised FSD.

A significant catalyst is expected if its Full Self-Driving (FSD) technology becomes a 'killer app' where drivers can safely text, which could drive substantial demand, making it a compelling long-term investment.

Reported a miss on EPS at $0.50 versus $0.55 expected, but beat revenue expectations with $28.6B against $26.7B. The mixed report could create short-term volatility and suggests a need to evaluate profitability versus top-line growth.

Earnings report is coming up, causing high volatility. No position is recommended pre-announcement. A potential strategy is to react to the news (short a pump, buy a dump).

Stock performance post-earnings is expected to depend heavily on Elon Musk's narrative and future vision for AI and Optimus, rather than the financial results themselves.

Considered a high-conviction, long-term holding with potential for a 10x return, backed by the belief that its CEO is the 'best capital allocator in history'.

Earnings are due this week. The stock is facing a large resistance zone from $410 - $395, and its chart looks less bullish than Netflix's.

Aggressively advancing its Full Self-Driving (FSD) software and is a major contender in the humanoid robotics race. A noted risk factor is the legality and liability of its new assertive driving modes.

The investment case is increasingly tied to its leadership in robotics via the Optimus project, which represents a potentially much larger market than electric vehicles.

Viewed very bearishly, with its core auto business described as struggling ('sucks') and its valuation propped up by hype around speculative projects like Optimus and RoboTaxis. Its numbers were questioned as potential 'fraud'.

Sentiment is neutral to slightly bearish for the upcoming earnings report, as recent positive news (strong deliveries, CEO stock purchase) is likely already priced in, and the Street expects negative year-over-year growth.

Investors should monitor the upcoming earnings from TSLA this week, as the event could significantly impact market direction.

Positioned as a core AI holding with a nearly insurmountable lead in the commercial humanoid robot space (Optimus), which is considered a massive market opportunity larger than Bitcoin's.

The recent FSD update improves user experience but is not a direct catalyst for the stock. A longer-term bullish outlook is tied to future AI advancements and the achievement of 'unsupervised' FSD.

Stock is up 6% in 30 days. The investment thesis is increasingly focused on its leadership in AI, with its Full Self-Driving (FSD) technology being described as 'better than a human' in a recent third-party test.

The intense focus from CEO Elon Musk on the Optimus project is viewed as a strong bullish signal for the project's long-term potential as a future value driver, separate from the automotive business.

Investors in Musk-led companies like Tesla should consider his public persona and battles with other platforms as a unique risk factor that can create volatility and attract significant opposition.

A major rumor of a $685 million order for Optimus robot actuators is seen as a very bullish sign that the humanoid robot program is accelerating from research to mass production much faster than anticipated.

The company is showing strong business fundamentals with high demand (Model Y sold out in China), and its extreme confidence in its FSD technology ('Mad Max mode') is viewed as a very bullish signal for the company's future.

The investment case is framed as a bet on robotics and computing, not just electric cars, making it the 'most obvious public company to invest in for exposure to the robotics theme' via its Optimus robot.

Received a price target upgrade to $350 from Barclays, but there is caution about near-term earnings due to guidance for low growth.

Cited as a successful example of vertical integration by controlling its supply chain, a strategy that validates the approach being taken by major AI companies.

A new 5x leveraged ETF based on TSLA has been filed, which could increase volatility and trading interest if approved by the SEC.

Suggested as a potentially better risk-adjusted investment compared to Meta, based on a valuation comparison of Tesla at $1.3 trillion versus Meta at $1.8 trillion.

The mention of Tesla receiving a $959 million tax credit is a historical, political critique and does not provide any new insight into the company's current business operations or future prospects.

Future profitability is heavily tied to US-China trade policy. The continuation of tariffs on Chinese EVs is considered a major tailwind for the company.