Part 3/7:
Despite the hype surrounding the robo taxi initiative, caution is exercised in expectations. Analysts like Tom Nion maintain a long-term vision, projecting a significant impact from robo taxis not until 2040. Even the best predictions suggest only modest gains in the near term, as the current deployments will likely involve just a few hundred Tesla-owned vehicles.
In contrast, stock surges are anticipated when Tesla can consistently demonstrate quarterly earnings growth. Just like Nvidia’s stock came to life with each quarterly report showcasing robust growth figures, a similar trajectory may be seen for Tesla—though it may not be until mid-2026 when substantial results are expected.