Today’s show features two top Tesla experts: Dan Ives from Wedbush Securities and Gary Black from The Future Fund. Both are Tesla bulls, but their price targets differ—Dan forecasts $515 with a $650 bull case, while Gary predicts $380, compared to the $275 average. We’ll explore their insights, similarities, and differences in analyzing Tesla’s future.
00:00 Intro
00:32 Meet the Experts: Dan Ives and Gary Black
02:09 Stock Price Targets and Valuation Approaches
02:31 Debating Autonomous and Robotaxi Potential
08:50 Challenges and Assumptions in Valuation
17:55 FSD Penetration and Market Impact
24:34 Clarifying Gary's Points on Tesla
25:29 Waymo's Remote Drivers and Interventions
27:36 Tesla Insurance and Driving Scores
29:52 Skepticism Towards Management's Claims
36:02 Tesla's Future and Valuation
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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
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