Tesla Talk

Hi everyone, we won’t be holding a Spaces this week. We will return to our regular Thursday at 1 PM ET schedule next week. See you then!

@stocktalkweekly 👀👀

JUST IN: TESLA $TSLA price-target raised to $515 at Wedbush (from $400) -- $650 bull case for 2025: "We are raising our price target on Tesla to $515 from $400 as we believe the Trump White House the next 4 years will be a "total game changer" for the autonomous and AI story for Tesla and Musk over the coming years. Our bull case is $650 for 2025. 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 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 a new Trump era. We believe Tesla could reach a $2 trillion market cap by the end of 2025 as the company's autonomous vision starts to take shape along with very solid Tesla delivery demand we expect from the core China market. Importantly, our price target conservatively assumes no value today for Optimus which could be a major upside catalyst for the Tesla story over the coming years. We maintain our 'Outperform' rating on Tesla." - @DivesTech

@stocktalkweekly ALL TIME HIGHS!

JUST IN: TESLA $TSLA HITS NEW ALL-TIME-HIGHS AT $414.70 -- COMPANY IS NOW WORTH $1.33 TRILLION

@stocktalkweekly INSANE 🔥

Elon Musk ($442 billion) is now personally worth more than Bank of America ($351 billion) 🤯

@stocktalkweekly 💯💯💯

People are underestimating how much Trump admires & respects Elon, and thereby, his opinions. Understanding that simple fact alone should make you uber-bullish on Tesla, SpaceX, xAI, Neuralink, X, the Boring Company -- all of it, the entire 'Muskonomy'. He's the wealthiest man on the planet who is now also the President's closest advisor. The Dept. of Government Efficiency aka DOGE will be a significantly more impactful organization than most people expect. Yes, it's not an official government department, but it will act as an independent advisor to the President AND willing members of Congress. Many members of Congress were, by the way, quite excited & welcoming when Elon & Vivek visited Capitol Hill yesterday. Keep in mind the Republicans control the Supreme Court, the House, the Senate and the Executive. They can enable an advisory organization to be incredibly influential if they have the will to do so. Also, does anyone seriously believe Elon -- who simultaneously runs five multi-billion dollar companies and one trillion dollar company and is also the #1 Diablo player in the world -- would waste his impossibly constrained time doing DOGE if he wasn't going to be given the teeth to get the job done? Of course he wouldn't. He doesn't operate that way. He wouldn't give DOGE a millimeter of his headspace if it was just a toothless, symbolic organization. He intends to USE this position, and he will be enabled to do so by the powers that be. Many of Trump's administration picks are clear, early indications of Elon's direct influence in this administration, such as, but not limited to: - FCC Chair: Brendan Carr, vocal Starlink advocate - NASA Administrator: Jared Isaacman, SpaceX Inspiration4 Mission Commander and Head of Polaris Program) - AI & Crypto Czar: David Sacks, PayPal mafia member & Elon's close friend - Secretary of Transportation: Sean Duffy, vocally pro-vehicle autonomy & EVs Anecdotally, the evidence is there too. Trump spoke in awe about SpaceX on the campaign trail, and still does. He even attended the last Starship launch with his family. He doesn't speak that way about many people. Remember the Trump family photo the night of the election? Elon was the only non-family member in that picture. Since then, he has been photographed sitting right beside the President-Elect at Mar-a-Lago on multiple occasions, including Thanksgiving! This election was yet another generational chess move by Elon. He went all-in (as he always does) and his team won. The man was literally campaigning on the ground. That effort will be paid back a thousand-fold. It's already been paid back with interest, and it's been just a month since the election. Look at how the market has reacted -- Tesla stock is up +50% just since the election and is back at a $1.2 TRILLION valuation. SpaceX is considering a tender offer at a $350 billion valuation this month after considering one for $100 billion less just one month ago. xAI just raised $6 billion at a $50 billion valuation. The usual cast of skeptics will probably doubt Elon's ability to leverage his newfound political influence. They will be proven wrong, as they have been repeatedly for the past 5 years. He's going to win, again.

@stocktalkweekly Slowly, then all at once

JUST IN: TESLA $TSLA PRICE-TARGET RAISED TO $400 (FROM $350) AT BANK OF AMERICA -- ANALYST SAYS "OPTIMUS IS REAL AND DEVELOPMENT IS POISED TO ACCELERATE" "Optimus is currently used by TSLA to sort 4680 cells with no intervention. TSLA is testing Optimus in various use cases (i.e., catching a tennis ball) to refine the robot and determine a final design. TSLA currently plans to have 1k Optimus robots by the end of 2025 largely in its plant. With more robots in use training will accelerate. Optimus accounts for only a single-digit percentage of TSLA’s compute, but we expect the resources available for Optimus will grow as the robotaxi technology matures. This will drive an acceleration in the capabilities of Optimus, and ultimately lead to increased production in 2026+, thereby helping drive costs down. The Optimus opportunity (and others) could potentially benefit from more capital via an equity raise to fund greater compute capacity, which we believe would be welcome by most Tesla investors." - John Murphy, BofA Analyst

@stocktalkweekly @StocksOnSpaces @StockMKTNewz @WOLF_Financial @SawyerMerritt @wholemars @amitisinvesting @LogicalThesis @StockSavvyShay @PaperGainsInc @sam_badawi If you like keeping up with Tesla, tune in with us every Thursday!

WEEKLY SPACES @StocksOnSpaces w/ @StockMKTNewz & @WOLF_Financial (Mon-Thurs, 3 - 5PM ET) @wetalktesla w/ @SawyerMerritt & @wholemars (Thurs, 1- 2PM ET) TECH TALK w/ @amitisinvesting + our panel @LogicalThesis @StockSavvyShay @PaperGainsInc @sam_badawi (Thurs, 6 - 8PM ET)

Elon follows all 3 of our hosts @SawyerMerritt @wholemars @stocktalkweekly We would love to have him on the show for a conversation. Tag @elonmusk in the comments so he sees this!