Rob Wartheimer, an analyst at Melias Research Company, has become the latest "bull" who is optimistic about Tesla, believing that Tesla has the potential to subvert the automobile industry, and autonomous driving and humanoid robots are the key development directions. Shares are up 33% with a price target of $520, but valuation challenges remain. Musk's vision focuses on autonomous driving, and investors recognize it. Market enthusiasm drove stock prices, but third-quarter deliveries fell short of expectations and low-priced electric vehicles were priced beyond expectations, and the stock rally stalled. Tesla needs to successfully develop a fully autonomous car to realize its dream.