Part 8/13:
The speaker argues that true vertical explosions require concrete, high-margin revenue streams with no end in sight—something akin to the Model 3 launch or future RoboTaxi cash flows starting around May next year. Currently, no such unmissable catalyst is in place. Instead, what we are witnessing is a narrative-driven uplift, supported by top analysts' optimism, but lacking the market-moving fundamentals that would justify a surge toward $700, $1,000, or beyond in the near future.