Part 7/10:
The speaker highlights that Tesla's current market capitalization (~$900 billion) and P/E ratio (177) might be inflated or underestimated depending on FSD's realization. Remarkably, most Wall Street analysts have yet to fully incorporate the potential of FSD into their models; their price targets often are above Tesla's current stock price of around $860.
Given this, the speaker argues that Tesla’s stock is undervalued—not just based on current car sales but also on the transformative potential of FSD and robo-taxi networks. If FSD becomes widespread, it could generate trillions of dollars in value, making Tesla an extraordinary investment.