$Tesla Motors(TSLA)$ Sentiment drives the Tesla share price in the short term, & continues to do so until the market finally sees that FSD is not just autonomous self driving for Tesla vehicles, that just happen to have 4 wheels.... think about this for just a moment , Tesla has managed to take video signal input from various cameras and then outputs this information it sees in real time and converts this into mechanical instruction that controls the vehicle. The computing power required to do this on the fly is huge.... and here is the Crux of the matter, This current v13.2 FSD could in my opinion should be seen as Optimus in play before us & then next year , once FSD has been approved and it officially becomes a green light in USA & china & the regulatory hurdles are overcome, all other vehicle manufacturers would surely licence this technology from Tesla for their own vehicles as they do not have any data that gives them the Regulatory proof required of how safe their own FSD systems are , why would any other automotive manufacturer spend money on R&D when Tesla has a proven model that passed all regulatory hurdles... huge upside going forward if the above comes to fruition. Then we are not even covering the deal between Tesla & Nvidia that took place a month ago.... this deal could potentially provide a 200% upside for both Tesla & Nvidia Over the next 12 months.
I personally believe we will have a slight pullback , which should be seen as a buying opportunity over The next few weeks until The Presidential inauguration has been completed In January 2025 and then the Tesla price will move higher, past $500 as we see the convergence of FSD, AI & Optimus unfold before us as FSD is fully approved and endorsed in cities.
Comments