Tesla's Robotaxi is about to debut, and the market is starting to outline a new wave of "primary uptrend."
With Tesla, the global leader in electric vehicles led by Musk, just three weeks away from the "Tesla Robotaxi unveiling ceremony" in Los Angeles, investors and Wall Street analysis teams have high expectations for this Tesla event. Many of them have turned bullish on the potential of Robotaxi and are hoping for a significant rebound in Tesla's stock price as well as eagerly anticipating the realization of a new wave of "primary uptrend."
Morgan Stanley, the Wall Street powerhouse with the title of "Tesla Super Bull," is clearly excited about the new things and ideas that Tesla plans to bring to this event. Tesla's "captain," CEO Musk, has repeatedly stated that this Tesla Robotaxi unveiling event will not only showcase a brand-new physical autonomous taxi, but also showcase "other novel things."
As for what other things might be, followers don't have any clue, but some people believe that Tesla's recent patent on wireless charging might be related to this.
Morgan Stanley said in a research report to investors this week that the institution's analysis team believes that this event may not only be the official unveiling of the self-driving taxi called 'Cybercab,' which has been rumored but also how to ride in the car.
"Frankly, it is difficult for us to see how this day at the Tesla Robotaxi self-driving taxi unveiling event, which will take place on October 10th, will meet the high expectations of investors. What other major content will be showcased in addition to demonstrating FSD v12.5 and offering test rides of the first-generation 'Cybercab'?
"This makes investors aware that Tesla will need to bring other important information to this event, which undoubtedly will answer the questions posed by shareholders and others." Therefore, the analysis team from Morgan Stanley said that Tesla may need to address the following three important questions:
Safety - "Will investors see data comparing the safety of Tesla's exclusive self-driving car technology to human driving?"
Significant Improvements - "Can investors better understand the rate of performance changes in recent FSD iterations?"
Methodology - "What key enabling technologies will investors learn about to further improve the autonomy and comprehensive capabilities of FSD/Cybercab?"
This research report from Morgan Stanley also delves into the collaborative development between Tesla and other technology companies owned by CEO Musk, especially the important global AI startup known as xAI.
xAI could prove to be an important driver of the advancement of Tesla's self-driving story, especially considering its exclusive AI large-scale model and infrastructure system supporting the ambitious AI supercomputing goals of this electric vehicle manufacturer, which will further support Tesla's autonomy.
In the end, from the investors' perspective, the heavyweight unveiling event on October 10th has incredibly high expectations. Musk has acknowledged that this will be the "most important moment" for Tesla since the launch of the Model 3 several years ago.
Of course, the development of Tesla's self-driving route may be much more significant than the event itself, as Tesla still needs to completely solve the issues related to self-driving, which may be a process lasting several years. Including Musk, Tesla's management has been ambitious for a long time in predicting when they can solve the problem of fully autonomous driving, but some investors are still concerned that it may ultimately fail. Therefore, Tesla must make significant progress in FSD to truly convince all investors.
As Musk expressed on the X platform of social media X (formerly known as Twitter) at the time, he believed that the Robotaxi based on fully autonomous driving and the "Optimus" humanoid robot would be the future of Tesla. In July, he posted on the X platform that once Tesla fully solves the problem of self-driving and achieves large-scale production of the Optimus humanoid robot, anyone still holding a short position on Tesla will be "annihilated," even Bill Gates will be no exception. Musk even shouted out what seems like a crazy market cap expectation at a previous Tesla shareholder meeting, predicting that with the combined support of autonomous driving technology and the Optimus humanoid robot, Tesla's market cap will exceed $30 trillion.
Wall Street's bullish sentiment on Tesla has heated up, mainly driven by the revenue-generating potential of Robotaxi.
If Tesla can demonstrate that they are pushing forward the Tesla fully autonomous driving system according to plan or on an accelerated basis, i.e. the Tesla FSD system based on massive AI training/inference computational resources, as well as when Robotaxi will generate revenue for Tesla, then this Robotaxi unveiling event could indeed be a real breakthrough.
The long-awaited Tesla self-driving robot rental car (Robotaxi) will be based on the latest upgraded FSD fully autonomous driving technology. Tesla envisions these self-driving cars to handle various complex transportation tasks without human driver intervention, including large-scale passenger transportation, and these vehicles will be integrated into Tesla's wider AI and electric vehicle strategy. However, global deployment still requires full approval from regulatory authorities.
Recently, NVIDIA CEO Huang Renxun was very generous in praising the FSD created by Tesla based on AI supercomputing. Tesla's FSD is supported by the Dojo supercomputing chip and NVIDIA's high-performance AI GPU (mainly H100 and H200, Musk has stated he will purchase the Blackwell architecture AI GPU in the future), relying on these powerful hardware systems to support the massive training/inference computing power required by Tesla's FSD. Huang Renxun and other tech heavyweights have publicly stated that Tesla's FSD is currently the most advanced assisted driving system, and in most cases it can fully achieve fully automatic driving, completely freeing human hands.
"Tesla is leading the world in self-driving cars." Huang Renxun recently stated in an interview. "The revolutionary aspect of Tesla's 12th version of fully autonomous driving cars is that it is an end-to-end generative model." "It learns how to drive end-to-end by watching videos, surrounding videos, and uses generative AI to predict paths, as well as to understand and drive the car. So, this technology is truly revolutionary, and the work Tesla has done is incredible."
On Wall Street, analysts' bullish sentiment on Tesla's stock price clearly increased before the October 10th unveiling event. It is worth noting that Deutsche Bank, which has long been bearish on Tesla's stock price trend, recently released a research report on Tesla, resuming its 'buy' rating on Tesla (TSLA.US) and listing it as a preferred stock in the automotive industry, in contrast to its long-standing 'neutral' and 'sell' ratings on Tesla. Deutsche Bank also announced the resumption of target price tracking for Tesla, giving it a target price of up to $295 within 12 months, compared to Tesla's Wednesday close of $227.20.
Deutsche Bank sees Tesla as a technology platform that is attempting to reshape multiple industries. Deutsche Bank analyst Edison Yu stated that due to the potential of autonomous driving and humanoid robot business, the stock deserves a unique premium. 'In the short term, car deliveries/profit margins have indeed declined, but we believe this is temporary as new models/updated products are about to be launched. From a long-term perspective, Tesla is an emerging leader in autonomous driving (Robotaxi) and humanoid robot Optimus... They represent some of the clearest and most profitable applications of end-to-end artificial intelligence.'
Morgan Stanley, a major Wall Street bank known as the 'Tesla super bull', also has a positive view on Tesla's logic, which is the revenue-generating potential of Tesla's Robotaxi and the massive subscription income that FSD (Full Self-Driving) may bring. Morgan Stanley recently reiterated its 'overweight' rating on Tesla, along with a target price of up to $310 within 12 months, ranking the highest target price on Wall Street.
Kathy Wood, also known as the 'number one fan of Tesla' and a 'die-hard supporter of Elon Musk,' believes that Tesla's market cap could exceed $8 trillion. Cathie Wood's investment management company, Ark Invest, recently updated its target price for Tesla, estimating that Tesla's stock price could reach $2600 by 2029. The primary logic behind Ark's strong bullish sentiment on Tesla's stock price is that it expects nearly 90% of Tesla's market cap and profits by 2029 to be attributed to the Robotaxi autonomous taxi network built on an incredibly powerful AI supercomputing system.
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