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Content

Live at 1pm Pacific: https://youtube.com/live/xRJujNsemkk

  • Impact of FSD Robotaxi & Optimus Robot

  • $TSLA Seasonality & Growth Waves

  • ARK's $2,600 Cybercab & Elon's $30T Target

  • Unit economics for Optimus production

  • with Herbert Ong, Cern Basher & Hans Nelson

Files

Previews only

Tesla's Master Plan #4: Modeling the Game-Changer! 🤯

#Tesla #Optimus #Robotaxi #Modeling #MasterPlan4 #StockPrice #WenATH 👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. Tesla Modeling Video Agenda 1. Package Now that that is out of the way 2. Seasonality and Financial Modeling Review historical seasonality in Tesla's stock price 3. Autonomous Driving and ARK’s valuation Model the potential revenue from Tesla's self-driving taxi fleet using ARK's assumptions Summarize key inputs and assumptions in ARK's $2,600 price target for 2029 Evaluate ARK's bull and bear case scenarios Critique ARK's projections for autonomous ride-hailing and robotics 4. Shareholder Meeting Takeaways Recap Elon's comments on FSD progress, Optimus deployment, and new vehicle plans Analyze impact of moving Tesla's incorporation to Texas 5. Bot Valuation Modeling Forecast unit economics and margins for Optimus robot production and sales AI 5 talk Triangulate valuation with multiples analysis and ARK's price targets 6. Conclusion Tesla Chart & PTs The big Q is when 30 T? 2030 - 2035 - what happens to FIAT debasement etc during that time frame

Comments

crocrypto

This will be remarkable. Cannot wait to witness this in action and getting in so early too. Looking forward to continuing to stack.

HBL W.

Almost too good to be true..

10 Bobbit

Another top video Great work team

Rob Broome

It really was great, I went to X to retweet your link but for some reason I found out I'd been blocked by you in the last 24 hours. Not sure why, the only interactions we've had on the platform has been retweeting your videos or positive feedback on them after watching. I'm a verified account and I don't spam.

SiriusMonkey

My question is always, when should I go all in Tesla. I do have collected so many options already during the last 6 month, but the time is decay is against me and so hmmmm, thinking over and over. Maybe the 08.08. is interesting to watch. Outrageous numbers you guys are calculating. Thanks for doing all that stuff. Very helpful.

JobberWokker

I can't post in live chats when James is streaming. Can't send little tokens either. Been that way since IDK when.

S Larsson

Could you please explain how Tesla will survive a recession that is coming, are the numbers valid even if we see a recession?

Nik

I agree with Tesla's potential with Robo Taxis, AI and Robots. However, that is just a possible future for the stock price, not a probable one IMO. Still, awesome risk to reward, so I keep stacking. A lot has to fall in line for Tesla, not to mention there are untold things that could derail this type of growth. For me, I would not count on 10x plus. I will plan for 4x and hope for 20.

MelonCapital

Amazing video! We need more of these types of content