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My own personal PT for $TSLA by the end of 2025 is $1000.
This assumes several things, though not all of them need to happen in order for us to get there:
- Unveil/delivery of cheaper vehicle models
- Return to vehicle sales growth as Elon suggested
- Rapidly scaling energy
- Autonomy breakthroughs, including:
Unsupervised FSD rolling out in at least one jurisdiction
FSD licensed by at least one major OEM
Production version Optimus beginning to operate in Tesla factories at a higher scale (in the hundreds)
At the very least, in the absence of the above breakthroughs, clear indicators that autonomy being solved is right around the corner through rapidly improving performance
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