Xander Sky
16.9K posts

Xander Sky
@XanderSky
Founding member @CyberBulls, Autodidact Options Trader. Multi-Unit restaurateur, 22 X, Foundation Dual 📐, Beast📐 & Semi Reservation holder, $TSLA 🫶🏻 SpaceX




TSLA starting to look like my boss better watch his mouth when he talks to me











We agree with Jo Bhakdi, Cern Basher, Tesla Boomer Mama, Randy Kirk, Herbert and others that Tesla should be worth a _lot_ more ONCE Robotaxi and/or Optimus kick off. Here Jo argues that Tesla should be worth $6,000 in 2031 in his base case, but because there are so many eyes on $TSLA then there is no way it could be fundamentally mispriced by Wall Street and the public. Yes, Jo says he doesn’t think it will trade fully at these valuations. But even if it is half these valuations, then it is underpriced today. Bare minimum the market is pricing one of two things: (1) a low probability of success (especially on Optimus), and (2) longer timeframes until scale is reached. If Jo is correct that the market is accurately pricing $TSLA based on all available information, then his base case projection for the value of Tesla is wrong because the market is not pricing in 50% chance Tesla hits those numbers in 2031.













