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Analysts keep raising $TSLA price targets, some calling for $500–$600 a share, but Cern Basher says that’s still way too low! His model puts fair value between $660 and $1,200 today… and over $2,000 if you factor in Optimus! 🤯 Is Wall Street still missing the real Tesla story?

Herbert Ong

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85,555 views • 11 months ago •via X (Twitter)

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🚨 The Tesla Semi math gets interesting when you stop looking at sticker price and start looking at cost per mile. Cern Basher runs a simple example: Diesel at $7/gal, 7 mpg → about $1.00/mile Tesla Semi at $0.20/kWh, 1.7 kWh/mile → about $0.34/mile That’s roughly $0.65/mile saved, or about $65,000 over 100,000 miles, before maintenance! Across different fuel and electricity assumptions, the savings can still land around $49K–$95K per year. That’s why the real Tesla Semi story may be ROI. If the truck costs more upfront but pays that premium back in 1–2 years, fleet buyers may care less about purchase price and more about lifetime economics. And if Tesla can also offer ~500 miles of range at a lower price than rival electric Class 8 trucks, the competitive gap gets even more interesting. $TSLA

🚨 The Tesla Semi math gets interesting when you stop looking at sticker price and start looking at cost per mile. Cern Basher runs a simple example: Diesel at $7/gal, 7 mpg → about $1.00/mile Tesla Semi at $0.20/kWh, 1.7 kWh/mile → about $0.34/mile That’s roughly $0.65/mile saved, or about $65,000 over 100,000 miles, before maintenance! Across different fuel and electricity assumptions, the savings can still land around $49K–$95K per year. That’s why the real Tesla Semi story may be ROI. If the truck costs more upfront but pays that premium back in 1–2 years, fleet buyers may care less about purchase price and more about lifetime economics. And if Tesla can also offer ~500 miles of range at a lower price than rival electric Class 8 trucks, the competitive gap gets even more interesting. $TSLA

Herbert Ong

16,685 views • 6 days ago

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

Herbert Ong

11,805 views • 1 month ago

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Herbert Ong

14,396 views • 1 month ago

🚨 DAN IVES SAYS BULL CASE SEES $TSLA HITTING $800 BY END OF 2026 Dan Ives sets his base price target for Tesla at $500–$600 but highlights a bull-case scenario reaching $800 by the end of 2026, calling 2026 potentially the single most important year in Tesla's history as it hinges on Robotaxi rollout, FSD scaling, energy business growth, and Optimus execution.

🚨 DAN IVES SAYS BULL CASE SEES $TSLA HITTING $800 BY END OF 2026 Dan Ives sets his base price target for Tesla at $500–$600 but highlights a bull-case scenario reaching $800 by the end of 2026, calling 2026 potentially the single most important year in Tesla's history as it hinges on Robotaxi rollout, FSD scaling, energy business growth, and Optimus execution.

Tsla Archive

45,409 views • 7 months ago

🚨 Tesla skipping a cheaper “Model 2” and going all-in on Cybercab was a pretty massive gamble! CyberBull$ makes a good point: Tesla probably could have built a smaller, cheaper car using more Model Y parts. But doing that still takes engineers, tooling, factory space, and money, and could’ve pushed Cybercab back by years! And that’s really the trade-off. A cheaper car gives Tesla another product to sell. Cybercab could become a product that keeps making money every time it gives someone a ride. Maybe Tesla could’ve done both. But Elon clearly decided getting Cybercab to market faster was worth giving something else up. If Robotaxi scales, that decision could end up looking a lot smarter. $TSLA ----------------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla skipping a cheaper “Model 2” and going all-in on Cybercab was a pretty massive gamble! CyberBull$ makes a good point: Tesla probably could have built a smaller, cheaper car using more Model Y parts. But doing that still takes engineers, tooling, factory space, and money, and could’ve pushed Cybercab back by years! And that’s really the trade-off. A cheaper car gives Tesla another product to sell. Cybercab could become a product that keeps making money every time it gives someone a ride. Maybe Tesla could’ve done both. But Elon clearly decided getting Cybercab to market faster was worth giving something else up. If Robotaxi scales, that decision could end up looking a lot smarter. $TSLA ----------------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

12,317 views • 20 days ago

🚨 Tesla’s Biggest Robot Advantage Could Be Pretty Simple: Build More of Them Cern makes an interesting point about Optimus. Once Tesla can build humanoid robots by the millions, showing everyone what the robot can do becomes a lot less important. The real advantage is being able to actually make them at scale. Robot competitions are fun to watch, and China is producing some seriously impressive humanoids. But running races and doing flashy demos aren’t really the end goal. As Elon Musk and Figure CEO Brett Adcock have pointed out, robots need to do useful work. If Tesla can build millions of Optimus robots that can actually work in factories and homes, that’s when things get really interesting. $TSLA ------------------------- Cyberbulls E206 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla’s Biggest Robot Advantage Could Be Pretty Simple: Build More of Them Cern makes an interesting point about Optimus. Once Tesla can build humanoid robots by the millions, showing everyone what the robot can do becomes a lot less important. The real advantage is being able to actually make them at scale. Robot competitions are fun to watch, and China is producing some seriously impressive humanoids. But running races and doing flashy demos aren’t really the end goal. As Elon Musk and Figure CEO Brett Adcock have pointed out, robots need to do useful work. If Tesla can build millions of Optimus robots that can actually work in factories and homes, that’s when things get really interesting. $TSLA ------------------------- Cyberbulls E206 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

15,191 views • 1 month ago

🚨 Cybercab’s first public rides went pretty smoothly, but CyberBull$ thinks Tesla still hasn’t told the most interesting part of the story! People are talking about how quiet the cabin is, how smooth it rides, and how well the software handled real-world trips. But Jeff says the engineering underneath Cybercab is just as interesting. Things like brake-by-wire and molded body panels that don’t need a traditional topcoat were designed specifically for a vehicle that could spend years doing Robotaxi duty! Waymo, Zoox, and WeRide all have driverless tech. But Cybercab’s difference might be simpler: Tesla designed the whole car around being a Robotaxi from day one. $TSLA ---------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Cybercab’s first public rides went pretty smoothly, but CyberBull$ thinks Tesla still hasn’t told the most interesting part of the story! People are talking about how quiet the cabin is, how smooth it rides, and how well the software handled real-world trips. But Jeff says the engineering underneath Cybercab is just as interesting. Things like brake-by-wire and molded body panels that don’t need a traditional topcoat were designed specifically for a vehicle that could spend years doing Robotaxi duty! Waymo, Zoox, and WeRide all have driverless tech. But Cybercab’s difference might be simpler: Tesla designed the whole car around being a Robotaxi from day one. $TSLA ---------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

34,637 views • 21 days ago

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

Herbert Ong

16,935 views • 26 days ago

Ian Everard says silver is still his pick over gold, even after the recent sideways action. $80 to $90 silver this year sounds fair to him, but the bigger story is what comes next. The world is heading toward a fully digital, tokenised and permissioned financial system, and if that eventually breaks, gold might be too big for everyday spending while silver becomes the safer, easier form of real money.

Ian Everard says silver is still his pick over gold, even after the recent sideways action. $80 to $90 silver this year sounds fair to him, but the bigger story is what comes next. The world is heading toward a fully digital, tokenised and permissioned financial system, and if that eventually breaks, gold might be too big for everyday spending while silver becomes the safer, easier form of real money.

TheGladiator

11,540 views • 3 months ago

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

18,719 views • 3 months ago

🚨 Tesla skipping the Model 2 was a pretty wild bet when you think about it! Jo Bhakdi says he expected Tesla to play it safe: build the cheaper car and keep working on Robotaxi. Instead, Tesla basically said, "Nope, we’re going all-in on autonomy!" And Optimus follows a similar idea. Why build tons of specialized robots when you can build one general-purpose robot by the millions and use scale to drive the cost down? It’s definitely risky, especially if everything takes longer than planned. But that’s the bet: fewer compromises, bigger markets, massive scale. $TSLA

🚨 Tesla skipping the Model 2 was a pretty wild bet when you think about it! Jo Bhakdi says he expected Tesla to play it safe: build the cheaper car and keep working on Robotaxi. Instead, Tesla basically said, "Nope, we’re going all-in on autonomy!" And Optimus follows a similar idea. Why build tons of specialized robots when you can build one general-purpose robot by the millions and use scale to drive the cost down? It’s definitely risky, especially if everything takes longer than planned. But that’s the bet: fewer compromises, bigger markets, massive scale. $TSLA

Herbert Ong

16,048 views • 23 days ago

🚨 Wall Street wasn’t exactly impressed with Cybercab, but maybe they’re looking at it like the wrong kind of product! Cybercab isn’t really about selling another $25K–$30K car. It’s about building a machine that can drive all day, carry paying passengers, and keep its cost per mile as low as possible. That changes what matters. Instead of sticker price and normal car margins, you start watching utilization, wait times, durability, downtime, and how many paid miles each Cybercab can rack up. Tesla still has a lot to prove here! But maybe the real question isn’t “How many Cybercabs can Tesla sell?” It’s “How much can each Cybercab earn over its lifetime?” $TSLA

🚨 Wall Street wasn’t exactly impressed with Cybercab, but maybe they’re looking at it like the wrong kind of product! Cybercab isn’t really about selling another $25K–$30K car. It’s about building a machine that can drive all day, carry paying passengers, and keep its cost per mile as low as possible. That changes what matters. Instead of sticker price and normal car margins, you start watching utilization, wait times, durability, downtime, and how many paid miles each Cybercab can rack up. Tesla still has a lot to prove here! But maybe the real question isn’t “How many Cybercabs can Tesla sell?” It’s “How much can each Cybercab earn over its lifetime?” $TSLA

Herbert Ong

41,259 views • 21 days ago

I Love Mushoku tensei, but this part I don't like at all, I think sylphie is amazing and mature, but forgiving your husband for cheating so easily because he's a perv is just a lazy way to progress a story. It's even weirder, when you factor in her reaction during the diary ch. Even if you say it's better handled in the Light novel, I've read the thing 3 times over and it still irks me the wrong way. Evert story has its short comings.

I Love Mushoku tensei, but this part I don't like at all, I think sylphie is amazing and mature, but forgiving your husband for cheating so easily because he's a perv is just a lazy way to progress a story. It's even weirder, when you factor in her reaction during the diary ch. Even if you say it's better handled in the Light novel, I've read the thing 3 times over and it still irks me the wrong way. Evert story has its short comings.

Miyuki Kurogane | CR: Dungeon Dive | PGR

274,833 views • 2 months ago

🚨 Tesla just added 28 Robotaxis in Texas in one shot! Jo Bhakdi breaks down the latest DMV data: → 19 new Model Ys → 9 new Cybercabs → 476 total registered vehicles → 67 Cybercabs That puts the Cybercab fleet roughly 50% above launch-day levels. The next milestone to watch? 100 Cybercabs! But there’s still an important caveat: registered doesn’t always mean actively serving riders, and street trackers still show a smaller number in operation. And hanging over all of this is the NHTSA audit. So the fleet is clearly growing. The bigger question now is whether regulation can keep up with the ramp. $TSLA

🚨 Tesla just added 28 Robotaxis in Texas in one shot! Jo Bhakdi breaks down the latest DMV data: → 19 new Model Ys → 9 new Cybercabs → 476 total registered vehicles → 67 Cybercabs That puts the Cybercab fleet roughly 50% above launch-day levels. The next milestone to watch? 100 Cybercabs! But there’s still an important caveat: registered doesn’t always mean actively serving riders, and street trackers still show a smaller number in operation. And hanging over all of this is the NHTSA audit. So the fleet is clearly growing. The bigger question now is whether regulation can keep up with the ramp. $TSLA

Herbert Ong

21,012 views • 9 days ago

EVERYONE IS BEARISH. EVERYONE IS CALLING FOR LOWER TARGETS. BUT I AM TELLING YOU. THE BOTTOM IS IN. CAPITULATION IS OVER. WEAK HANDS ARE GONE. BITCOIN IS ABOUT TO GO PARABOLIC. ALTCOINS WILL DO 50-100X ON AVERAGE. THIS IS YOUR LAST WARNING. IF YOU STILL THINK THIS IS A BEAR MARKET, YOU DESERVE TO MISS WHAT’S COMING. I'VE BEEN HERE FOR 10+ YEARS, AND I'LL KEEP YOU UPDATED ON EVERYTHING LIKE I ALWAYS DO. IF YOU STILL HAVEN'T FOLLOWED ME, YOU'LL REGRET IT.

EVERYONE IS BEARISH. EVERYONE IS CALLING FOR LOWER TARGETS. BUT I AM TELLING YOU. THE BOTTOM IS IN. CAPITULATION IS OVER. WEAK HANDS ARE GONE. BITCOIN IS ABOUT TO GO PARABOLIC. ALTCOINS WILL DO 50-100X ON AVERAGE. THIS IS YOUR LAST WARNING. IF YOU STILL THINK THIS IS A BEAR MARKET, YOU DESERVE TO MISS WHAT’S COMING. I'VE BEEN HERE FOR 10+ YEARS, AND I'LL KEEP YOU UPDATED ON EVERYTHING LIKE I ALWAYS DO. IF YOU STILL HAVEN'T FOLLOWED ME, YOU'LL REGRET IT.

Crypto Fergani

88,744 views • 6 months ago

🚨 THIS IS WILD SpaceX lists today at $1.77 TRILLION. Morningstar values it at $780 BILLION. Less than half. Right before the debut, Fidelity dropped its minimum 99%. $500,000 to $2,000. The pros price it low. The door opens for retail. Connect the dots. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

🚨 THIS IS WILD SpaceX lists today at $1.77 TRILLION. Morningstar values it at $780 BILLION. Less than half. Right before the debut, Fidelity dropped its minimum 99%. $500,000 to $2,000. The pros price it low. The door opens for retail. Connect the dots. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

87,616 views • 3 months ago

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

Herbert Ong

24,276 views • 1 month ago

79 years old today. “If you rest, you rust.” Arnold Schwarzenegger says retirement is when body and mind start heading south. The real danger as you age is sitting still. Work forces the opposite, early call times, rehearsals, fight scenes, long days on set. You finish exhausted, sleep, and do it again the next morning. The brain needs the same treatment. Memorizing pages of dialogue, playing chess between takes, constant challenge so nothing slips. Keep moving. Keep pushing yourself. That’s the whole game. Happy birthday to a man still proving it.

79 years old today. “If you rest, you rust.” Arnold Schwarzenegger says retirement is when body and mind start heading south. The real danger as you age is sitting still. Work forces the opposite, early call times, rehearsals, fight scenes, long days on set. You finish exhausted, sleep, and do it again the next morning. The brain needs the same treatment. Memorizing pages of dialogue, playing chess between takes, constant challenge so nothing slips. Keep moving. Keep pushing yourself. That’s the whole game. Happy birthday to a man still proving it.

Camus

287,183 views • 2 months ago