Part 9/11:
In optimistic (fast) deployment scenarios, Tesla’s stock could rapidly appreciate as market participants recognize the inflection point. Once the deployment milestones are near or surpassed, the market may fully price in the associated cash flow increases.
Timing is crucial. If Tesla’s robo taxi rollout accelerates as modeled, the stock could rally significantly by mid-2026. Conversely, delays could prolong the current stagnation or lead to a decline, especially if macroeconomic risks materialize.