When markets were choppy and everyone was arguing about whether Tesla was “finished” or “back,” a few Tigers quietly made their move. $Tesla Motors(TSLA)$
🏆 Check out these insane gains from Tigers:
Congrats to @Misaki11 , who bought TSLA on the dip and is now up US$72,722
Congrats to @noobiee who did the same and is up US$17,980
Behind these numbers is a simple idea: they weren’t just trading a car company — they were betting on Tesla as an AI + robotaxi + robotics platform.
The Austin test that changed the conversation
On December 15, Tesla started driverless robotaxi tests in Austin. Videos showed a Model Y running on public city streets with both front seats empty, while Elon Musk confirmed that this was a major milestone for Full Self-Driving: moving from today’s Level 2+ supervised system toward something much closer to Level 4 in specific zones.
The market reaction was instant: TSLA jumped more than 4% that day. Market cap pushed close to US$1.5T, almost back to all-time highs.
In other words, this wasn’t just a cool demo. It was the first live proof that Tesla’s end-to-end neural network can actually handle messy real-world conditions well enough that the company dares to pull the safety driver.
Yes, Waymo is ahead on pure robotaxi operations, already doing around 450,000 driverless rides per week. But Tesla’s edge is different: it has millions of cars already on the road, a massive data engine, and the ability to turn existing vehicles into robotaxis with a software update, instead of building every single unit for that purpose.
Why Wall Street is suddenly talking about US$2T–3T
After the Austin test, the Street started to re-rate the “Tesla as autonomy platform” idea. Wedbush analyst Dan Ives now calls for a “monster year” ahead for Tesla as the robotaxi narrative moves from PowerPoint to reality.
Tesla is lining up to expand robotaxi rollouts across the U.S.
Cybercab (the dedicated robotaxi model) is expected to start volume production around April–May.
AI + autonomy alone could be worth US$1T of Tesla’s value, separate from the traditional car business.
If rollouts and regulation both cooperate, Tesla’s market cap could pass US$2T next year, with a bull-case path to US$3T by 2026.
Over the next decade, he thinks Tesla could end up with around 70% share of the global autonomous market.
You can debate the numbers. But the key shift is this: more and more analysis is trying to value Tesla not just on EVs, but on:
Robotaxis (Cybercab and upgraded existing cars)
Humanoid robots (Optimus)
Energy and storage
Once you start running even conservative scenarios on those, Tesla doesn’t look like a normal automaker anymore.
👉So here’s the question for you:
Given the chance that Tesla becomes a dominant player in autonomous mobility + humanoid robotics,do you think today’s price overstates that future — or still underestimates it ?Why or why not? $Tesla Motors(TSLA)$
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