InvestAnswers

The primary investment opportunity is in Tesla (TSLA), as its Robotaxi business is viewed as severely undervalued by the market. A price target of $1,117 is suggested based on a projected fleet of 50,000 robotaxis within the next 12 to 18 months. Additional long-term upside for TSLA is presented through its rapidly growing Tesla Energy division and the development of the Optimus robot. In contrast, Waymo, an Alphabet (GOOGL) subsidiary, is considered a poor investment due to massive financial losses and significant scaling challenges. Legacy automakers like Ford (F) are also viewed with caution, as they are perceived to be at risk of being left behind by innovation.