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$TSLA is on pace for its worst day since January 2025 after demand beat expectations but weaker margins showed Tesla paid more than expected to generate that volume. The long-term bright spot was FSD where paid users neared 1.5M (+56% YoY) with adoption above 55% on new North American...

138,836 views • 2 months ago •via X (Twitter)

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Longtime $TSLA bear Craig Irwin, from Roth Capital, who has frequently appeared on CNBC to speak negatively about Tesla, just raised his $TSLA price target by a whopping 347% to $380 (from $85). For years, he had called Tesla "egregiously overvalued." Now, he has a BUY rating on the stock. Here's what he said today about Tesla: "This quarter is probably the last quarter of relative weakness; Now he (Elon) has got a new pool of buyers. Conservatives that might not have looked at EVs quite as closely in the past that allow an acceleration of demand in the core U.S. market; I don't see very many negative catalysts. There are abundant positive catalysts. Bias is now to the upside. The market cap may be huge, but they are doing big things." On FSD he says: "Where I need to look at things a little differently than how I did previously is we look at the incremental solution for FSD and the incremental solutions for robtoaxis. The use of Lidar is not long term sustainable because of the cost. It's something that does need to come out of the (Waymo) vehicles over the long term. As I've talked to more of the engineers involved in these different projects, I've learned that there's often two or three teleoperation engineers. Basically human operators there to catch something that goes wrong. Tesla even started hiring teleoperation engineers last week. Tesla is not going to do any worse than Waymo. If they're more intently focused on an optical only solution, I think competing at the edge, some of this technology that's being brought to bring down the energy consumption for the computer is something that Tesla is going to be more adept at. I think they're a real contender in the long run." On Cyberacb he said: "We're going to see incremental progress and people are going to be able to have a tangible experience, and that's what I think drives value in the stock and drives enthusiasm to own the stock."

Sawyer Merritt

679,724 views • 1 year ago

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

Dave Lee

104,758 views • 1 year ago