저자: DanIves · 외국인
요약 보기
Wedbush의 Dan Ives는 머스크의 최근 인터뷰 태도 변화와 6월 오스틴 로보택시 출시를 테슬라의 분수령으로 보고, 자율주행·로봇(옵티머스) 부문이 향후 가치의 대부분을 차지해 시가총액 1조 달러 이상이 가능하다고 주장. Brin Talkington은 옵티머스 시장의 다조 달러 규모와 FSD 단계적 출시 가능성을 언급. 두 사람 모두 테슬라 주가 강세와 제조 역량을 긍정적으로 평가. 다만 주가가 크게 오른 만큼 더 큰 기대를 전제해야 한다는 점도 제기됨.
다듬은 글
Wedbush's Dan Ives and CNBC contributor Recurrent Ventures Brin Talkington, as well. Brin, a Tesla shareholder. Dan, actually the entire market has kind of softened up and backed off. Tesla has gone negative. Don't want to make too much out of, you know, what's driving what, but it's almost as if the index is held in place just in case there was something that was a a blockbuster in terms of fresh news from from Musk.
Were there any notes that were struck that were incrementally new or or something that investors would take away? Look, in in my opinion the fact that Musk sits down for the interview. I mean, in terms of with favor, go back to a month ago, this is a different Musk than we saw over the last 1-3 months.
I mean, dedicated focus on Tesla drive the next initiative. Look, I just continue to believe this is a doubling down in terms of autonomous, robo-taxi, June, Austin. I view as a watershed moment for Tesla. And he's not backing away. So, I think it's important in terms of you look at the future, we believe it's a trillion dollar of market cap that ultimately is related to what I view as autonomous and robotics.
And I think you feel more bullish after hearing Musk. Um, Brin, he did say, Musk did say, that the only thing that matters is autonomous and Optimus, which is the humanoid robot business. Um, which is interesting because at some level it says, "I don't really care about this year's earnings as much or maybe next year's earnings." And the stock is up 50% from basically when they reported a ugly first quarter.
So, clearly the market is looking ahead to something or attempting to. What did you glean off of all those remarks? Well, I'll take Dan's $1 trillion and add another trillion on top of that because, you know, Jensen won first first of all, just related to Optimus, has said the market for robots will be a Jensen says multi-trillion.
We know that and everyone talks about when is FSD supervised or unsupervised going to come out where you can just do it yourself. Right now, once again, if you look down while you're driving, it's going to ping you that it's going to shut it off. And so, definitely they're being safety first. These are These are weapons on the road, and I think Elon was crystal clear that they need to start slowly.
But, I think with innovation, companies like this when he think when he says, "Things start slowly then happen all at once." If it weren't for Elon, I think celebrities would still be driving around in those Prius cars. And I think what's important going forward is that this is a stock that investors have continued to buy the dip.
I don't think he's remotely ignoring earnings in the short term. I just think he is very focused on executing, on making robotics, on FSD, on self-driving, you know, all of those different verticals come to fruition. But, I think the biggest difference, you know, if you look at Nikola Tesla and Thomas Edison, they're both geniuses.
One died bankrupt, and the other died very wealthy because Thomas Edison had the manufacturing prowess. And to me, the one of the biggest stories that continues to me, I think under undersold, is the manufacturing prowess of this company. And you know, talking about the Chinese, you know, Tesla's one of the few companies in the world that could operate autonomously in China.
I'm quite sure they were copying and watching how he was manufacturing to be able to catch up. But, to me, this what I take away is this continues to be one of the most innovative founder CEOs and one of the most innovative companies. I guess, uh, Dan, if you want to take the tr- the trillions dollars in in robotics revenue or value or whatever it's going to be down the road, uh, at some version of face value, the higher the stock goes, the more you have to believe to buy it today.
It's happening sooner than we than we thought before. Yeah. I mean, there's just no other way around it. Um, you know, cars have been around for 100 years. Everyone kind of needs one, and you're just replacing the other one to buy a Tesla. Um, I I just feel like what's the ramp uh, in terms of adoption or does it even matter?
Does Musk just have to kind of dangle it out there and the market grabs it? No, I I I I think it's important first off that in terms of China you actually start to see a rebound. I think Musk recognized that in terms of Europe. We talked about that brand damage that I believe you must no longer Trump administration.
It's now important to actually build back some of that growth. I think that's the first step and that's why I think the stock's had a huge move because leaders lead. He's back to being CEO of Tesla and I continue to be Musk is Tesla, Tesla is Musk. But ultimately it starts off and Brinks talked about pieces.
Austin one piece. Rolling it out further to other cities another piece. Showing in terms of interventions getting to level four and Phil hit on it. That's another piece. Look, it's my view. I mean when you look out is they're successful. I mean 90% of the value, future value will be ultimately autonomous and robotics. But it all starts in June.
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