JR retweeted
Dear @CFAinstitute - please revoke any licenses or credentials from the "analysts" that continue to pump this nonsense. You are smearing the entire industry with this pathetic analysis.
Breaking: @CathieDWood cuts $TSLA delivery, robo-taxi revenue estimates, but increases P/S from 7.46 times to 12.08 times. 2031 is "base case".
@QTRResearch @JCOviedo6 @C_S_Skeptic @fly4dat @ValueAnalyst1 @squawksquare @bgrahamdisciple @BradMunchen @GordonJohnson19 @StanphylCap
RUN
ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case.
ARK's 2031 Tesla base case: $4,400/share
• ~1M Optimus robots sold externally, generating ~$212B in revenue
• Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model)
• ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue
• Total revenue of ~$1.45T and EBITDA of ~$902B
• Market cap of ~$17.5T
• Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively
ARK's 2031 Tesla bull case: $5,000/share
• EV revenue (excluding credits): $355B
• Robotaxis: 10M vehicles and $899B in ride-hail revenue
• Energy storage: 2,693 GWh deployed and $193B in revenue
• Optimus: 1.2M robots sold externally and $254B in revenue
• Total revenue: $1.62T
• EBITDA: $1.045T, a 65% margin, with a 72% gross margin
• Market cap: $20.4T
ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.
Hoffentlich hat er sich nach seinem „Glücksgefühl“ die Hände gewaschen.
Musk + Unternehmertum + Ingenieurskunst in einem Satz … 🤣
Als ich heute Morgen die Videos vom abhebenden Tesla gesehen habe, empfand ich ein tiefes Glücksgefühl.
Es ist schön, dieses Zusammenspiel aus Unternehmertum und Ingenieurskunst zu verfolgen.
In Deutschland herrscht überwiegend Tristesse. Bürokraten haben unser Land in eine Innovationswüste verwandelt.
Unternehmer wie Elon Musk geben mir Hoffnung, dass sich die Menschheit gut entwickeln wird.
JR retweeted
Nobody at Tesla is working harder tonight than the Curaçao team—trying to convince the world that the roadster isn't a complete farce.
JR retweeted
Do me a favour. When you see an ad on your timeline, take a moment to click "I don't like this ad" and remove it.
We need advertisers to realise that giving Musk money is a bad investment.
JR retweeted
An Egyptian TV news reader breaks down over the suffering of Gaza’s children: this is what the israelis have done to us all | via @alardah91
JR retweeted
Elon banned Al Camino's account after he proved the Nick Sortor audio was AI-generated.
He even deleted the image proving it was fake from the platform.
All of these actions should be CRIMES:
~Generating fake AI content to influence elections
~Disseminating false medical information
~Media companies suppressing verifiable facts for political advantage
JR retweeted
💥 The general who woke Netanyahu on the morning of Oct. 7 just broke his silence.
He says:
⚠️ Netanyahu was warned of war 3 months earlier
⚠️ Logs from Oct 7 have been tampered
⚠️ Hostages “could have come back earlier”
🎥 @N12News @LimorYoav @DanyCushmaro
