JPMorgan analyst Rajat Gupta projects Tesla's robotaxi revenue to reach about $320 billion by 2035, with nearly all earnings coming from Tesla-owned vehicles rather than individual owners. This shifts the narrative from a shared ride network where owners earn passive income to a capital-intensive business model controlled by Tesla. The success depends on scaling Cybercab production, reducing costs, and regulatory approvals. Tesla's recent financials show heavy investment and margin pressure, reflecting this transition. Investors should view the robotaxi revenue as a long-term scenario with near-term challenges in profitability and cash flow.
The Cboe Volatility Index (VIX) surged above 22 for the first time in four months amid a sell-off in AI-related stocks and concerns over companies like CoreWeave. Investors made large purchases of November VIX call options, betting the index will sta...
The YieldMax TSLA Option Income Strategy ETF (TSLY) is recommended as a HOLD because it offers attractive premium income by selling calls on Tesla stock, generating high distributions around 0.97% weekly or about 50.5% annualized. However, these dist...
Tesla's long-term value lies in its development of commercial humanoid robots, not its current automotive or energy sectors. The company is downgraded from Buy to Hold in the short term due to hardware limitations, specifically the need for advanced ...
Tesla's new flying Roadster showcases impressive technology but its commercial viability is uncertain, failing to justify Tesla's $1.4 trillion valuation. Despite Q3 vehicle deliveries beating expectations, automotive profit margins remain under pres...
Tesla unveiled a new flying Roadster that can hover and reach 60 mph in under a second, demonstrated in Texas. Production is set for 2028, requiring a $50,000 deposit and likely FAA oversight, meaning drivers might need pilot licenses. The vehicle's ...
