Part 11/12:
Looking ahead, the analyst remains bullish on Tesla, predicting the company will scale its Cybertruck deployment by April or early Q3 next year, with production targets of 40,000 units or more. The primary gating factor is regulatory approval, but Tesla’s presence in several US states with minimal regulation may streamline this process.
He confidently forecasts that Tesla will reach 1,800–2,000 Robo-Taxis on the road by May 2026, translating into a significant boost for the stock. The combination of autonomous vehicle scaling, energy growth, and the promising semiconductor initiatives bolsters his conviction that Tesla is undervalued and poised for substantial growth.