"Musk is now driving Tesla into its next stage of growth as 'wartime CEO,' and we expect Robotaxis to be rolled out aggressively to over 30 US cities within the next year. We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla, and we fully expect under a Trump White House over the coming yea,r these key initiatives will now get fast-tracked"
"and we fully expect under a Trump White House over the coming yea,r these key initiatives will now get fast-tracked as the federal regulatory spiderweb that Musk & Co. have encountered over the past few years around FSD/autonomous clears significantly under Trump. Trump wants the US to stay ahead of China in this AI Arms Race, and autonomous is a key factor in who wins AI....with Tesla playing a major role on Robotaxis."
Wedbush raised its Tesla price target from $500 to $600, citing an accelerated AI path and underestimation of the company’s transformation. Elon Musk re-entered a 'wartime CEO' role, which is credited with accelerating execution and giving Tesla an advantage in autonomy. Robotaxis are expected to be rolled out aggressively to more than 30 U.S. cities within a year. The AI and autonomous opportunity is estimated to be worth at least $1 trillion for Tesla. Regulatory easing under a Trump administration is expected to fast-track FSD and autonomous initiatives. Valuation scenarios project $2 trillion to $3 trillion by 2026 with full-scale autonomous and robotics volume production.
Read at TESLARATI
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