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Three years ago, I made a video called “8 Ways to $8,000 for Tesla” — and many thought I was crazy.

Fast forward to today: Jo Bakhdi is calling for an $11,000 target, while Cern has set an $8,000 target.

What’s fascinating is how closely these new projections mirror my original breakdown, with a few new elements added — like Robotrucking.

By 2030, the biggest profit drivers are expected to be Robotaxi and Optimus. Interestingly, Cern attributes more weight than I did to Semi, while assigning lower numbers to Megapack. Reaching out to Cern now to schedule our modeling session. I want to create a SUPER SANDBAG TAKE TO THE BANK MODEL... so we can all do our mental math.

OPPTY COST OF SELLING

Another key pt, had a Q from a member... and I just wanted to reiterate this point

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HBL W.

Love it when charts are heavily sandbagged

Boblett

I have been following you since the beginning, and I've always thought you didn't value the Tesla Semi (Robotrucking) because you never talk about it. Glad you're seeing it now.

Russ T

Hmmm, I don't know. Cern and Bakhdi also said that Elon and Trump decided to have a public fall out to help Tesla and it had nothing to do with the gigantic ego's of both men. So yeah, I don't know

Anderson

Celebrating this prediction as a win is great. But, there’s also bold predictions on MSTR that are quickly looking a lot less likely. Information on where we go from here if we bought in on the ‘retire on target’ would be extremely helpful.

Hobbit

Had a sense for years now that Robotrucking will be huge. Line 5 semis with FSD up together and they run like a train, with very low wind resistance on highways. Seems FSD could lump a few together and cars could still get around them fine. Trucks could follow 2 ft from each other with FSD and electronic linking.

Dancing Horse

Cannot wait to see this discussion with you and Cern. You should get Jo to join too? 🇦🇺❤️☕️🦾🔋🤖

Matt C

I would love this to be true, but is it just hopium?!

Skye's-the-limit

I would take 50% of that valuation now and be happy !!

Feasterner

He bashes particle accelerators?

Chuck3Putt

I love this. I think it will take some time to get there, given that first truck still has to deal with humans putting on makeup or posting that they took a dump this morning right in front of them. The risk early on will not be worth it, but as more and more automated vehicles take the roads, the risk curve will reduce significantly.

Chuck3Putt

Same. I was holding MSTR more tightly, given the expected adoption of BTC and my cost basis being significantly higher than James'. But the erosion of the MNAV appears to be systemic. While MSTR/BTC appears to be reversing course, I have still begun to implement a slightly more aggressive swap to TSLA than I had before. Not mass dumping, but actively watching the signals and already swapped some that I hadn't planned.

Happy Feet

Thank you again James! My sons also thank you too!!!