20+2 Reasons Why Tesla stock is up and may reach ATH price soon

Teslarati:

Wedbush Securities Senior Equity Analyst Dan Ives said recently in an interview with CNBC, that it’s a dream scenario for any Tesla bull. He thinks that this could ultimately add $40-$50 per share to Tesla stock right off the bat. We could now be talking about a $1 trillion to $1.5 trillion market cap for Tesla.
@alojoh from X.com:

AJ predicted that Tesla stock may reach above the all-time high (ATH) of $400 per share in the near future. Here are 20 reasons (fundamental & growth factors) that are driving Tesla's share price significantly:

1. Refreshed Model Y from H1 2025.

2. Second Megapack factory in Shanghai from Q1 2025.

3. Cybertruck: continued ramp, lower priced trim, international deliveries.

4. Next generation vehicles from H1 2025.

5. Robotaxi from 2026 and Cybercab for purchase 2026.

6. Tesla owner ride hailing launch California/Texas in 2025.

7. Large scale application of inhouse 4680 Cell from 2025.

8. Semi factory completion in Q1 2026.

9. Announcement of additional factory(ies) likely within H1 2025.

10. Tesla's Lithium refining plant goes online (2025).

11. Tesla Robovan 2026.

12. Meaningful Optimus deployments end of 2025 and first customer trial programs (similar to Semi test program).

13. Tesla's global vehicle fleet exceeds 10M vehicles in H1 2026 providing unassailable lead in AI training data collection.

14. Strong relationship between Elon Musk and Jensen. Jensen's Nvidia AI which provides likely advantageous access to Nvidia data center products, Elon Musk is Jensen's first customer.

15. Tesla's AI training computer Dojo gen 2 in 2025 followed by Dojo gen 3 in 2026 providing large scale ultra-large token processing capability specific to the autonomy problem.

16. From 2026 wider adoption of Tesla owners contributing vehicles to ride hailing network.

17. Tesla robotaxi fleet exponential growth from H2 2026.

18. Potential for Tesla to create virtual inferencing cluster with idle Tesla vehicles' onboard inferencing computer.

19. Under friendly U.S. administration, potential for Tesla to achieve more meaningful U.S. government vehicle penetration, currently dominated by GM and Ford.

20. Introduction of wireless charging likely to drive larger EV adoption and accelerated renewal cycle of existing EV owners (together with faster charging batteries).

The other 2 reasons are not directly related to Tesla but may indirectly become a catalyst to the stock:

21. SpaceX aura: under new administration we'll likely see significantly increased launch cadence. This creates a positive signal for Tesla due to its deep connection with Elon Musk. There are countless investors often raising the following point: "Tesla CEO lands rockets". This SpaceX "nimbus" bestowed upon Tesla via Elon should not be underestimated.

22. Various 'soft' benefits from Elon Musk's friendship with the POTUS (President of the United States). This should significantly reduce Tesla headwinds and any regulatory barriers will be dramatically removed. Anyone with significant political ambitions will think twice before they pick a fight with Elon Musk and Tesla.

My Take:

I'm very sure the bears will use the high P/E ratio and Tesla EV sales in the US is down when you compared with non-Tesla EV to argue that the stock is expensive and the uptrending is not sustainable. Someone will also use self-made TA charts & indicators (MA, BB, RSI etc) to forecast that the price will fall back to 100 USD and even go bankrupt. The hardcore haters will dig out all Tesla's and Elon Musk's lawsuit cases and dark history (e.g. accidents caused by FSD and Elon Musk taking drugs) to slam the company in order to justify what they said before is correct. The latest negative biased report I heard was his close relationship with Putin.

The fact is they will not tell you that TA charts & indicators are based on past data and have limitations (e.g. lines could be inaccurately drawn on the chart due confirmation bias) or PEG is a better ratio to explain as it factors in growth intrinsic value. The bear  can't explain why the stock P/E ratio remains high for 3 years (since 2021). Tesla delivery in the US compared to non-Tesla EV's report is also negatively biased. As for what you read from the legacy media, we need to beware that many are politically motivated. If the company is like someone said "another Enron" or "just a meme stock", the SEC would have delisted the stock by now and not achieves +24,995% since IPO and +29.3% YTD. Ultimately it depends on what you want to believe as a retail investor.

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