Tesla's Cybercab network could eventually become largely self-running because Optimus may build and service cars while the cars drive and charge themselves. Texas registrations now show 544 Cybercabs versus 507 Model Ys; Tesla added 737 robotaxis since September 1 versus Waymo's 471. Cybercab is designed for wireless charging, though people still clean the cars. Musk says Optimus and Cybercab will account for most of Tesla's value. x.com  x.com 

Tesla is a long-term buy and hold as it builds two robots, the Optimus humanoid and the Cybercab robotaxi, on one AI platform running the same AI5 chip and FSD software. Optimus Gen 3 production has started, with external commercial sales targeted for as early as late 2027. The robotaxi fleet is still early, with under 400,000 total unsupervised miles. x.com 

Tesla's Cybercab and Optimus may end like Elon Musk's past grand projects, the Solar Roof, Roadster, Semi and Boring tunnels, so their true rollout should come before any belief. Musk may need the stock hammered by 90% to wake up. x.com 

Tesla's low-cost, high-margin Cybercabs make its Robotaxi opportunity bigger than investors appreciate. ARK estimates each costs about $30K to make and generates $93K a year at roughly 68% gross margin; Tesla is not bullish enough in investors' eyes. Texas registrations show 1,080 Teslas, including 573 Cybercabs, versus 1,207 Waymos; these are registrations, not active rides. Cybercabs already outnumber Model Ys less than two months after launch. x.com  x.com  x.com 

Tesla's stronger gross margin and automotive revenue suggest its car business is healthier than bears expected. Gross margin was 19.6% versus 17.8% expected; automotive revenue beat by over $700M, following 486,532 deliveries versus roughly 462,000 expected. Total revenue missed slightly, likely outside autos. Cybercab, unsupervised FSD and Optimus remain the key call tests. Overweight, $697 target with 80% upside. x.com  x.com 

Tesla is hard to justify on fundamentals in the $300s, since the business is arguably worse off than a year ago, when mid-to-high $200s made sense. Supervised FSD has made major progress, but unsupervised driving via Cybercab has not. Optimus timeline expectations have always been too ambitious, among investors as well as Elon Musk, and energy storage is doing well but is too small relative to the rest. A bounce near $319 is possible; the business is admired, the valuation is the issue. x.com 

Tesla's Robotaxi and Optimus can carry substantial value before major profits because future cash flows, growth and the chance of success matter more than current P/E. In an illustrative model, a one-year delay cuts opportunity value about 11% if payments stay unchanged; faster sustained growth can more than offset it, while reliable deployment can raise the assessed chance of success. These figures are not Tesla forecasts; investment costs and execution risk still matter. x.com 

Tesla's Cybercab can scale far faster than Waymo, which underpins its long-term potential. The Cybercab is efficient and cheap to build, and Tesla can scale it into the millions quickly with US-sourced parts, while Waymo is inefficient, expensive and very hard to scale. Riders are proud to be seen in a Cybercab rather than hiding behind tinted glass. As @michbetancourt1 notes, Tesla is also building an energy backlog that could reach revenue from 2027; quick-profit seekers miss this potential. … Show more

Tesla's 200x earnings multiple asks too much of weak current results and speculative future products. Third-quarter revenue fell 0.4% year over year and EBIT missed estimates by 25%, despite gross-margin and cash-flow beats. Robotaxis, humanoids and other future plans may have appeal, but impressive parts of the business do not make the stock worth its current price. x.com  x.com  x.com 

Scaling Tesla's robotaxi fleet to 5,000 could yield a $584 million annual revenue run rate by year-end. The model assumes 24/7 operation, 40 daily rides per vehicle averaging five miles, 70% utilization, and current fares of $3 plus $1 per mile. A 5,000-vehicle fleet by year-end is now the expectation; introducing Cybercabs in other states could keep growth going at its current pace. x.com  x.com  x.com