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How $TSLA Will Get to $8,200 Per Share

InvestAnswers Clips · 2025-08-16 · 유튜브 시청 38,187 · Board Views 7 · International

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I've been thinking a lot about the Tesla $8,000 price target for 2030 to 2032 and I can see how the business could get there through all the separate lines of business. Granted, we need a lot of things to align for Tesla to achieve dominance in respect to fields of AI, robotics, autonomy, battery storage, etc.

And the numbers in your and CERN's calculations all make sense. But a $25 trillion company would be 20% of forecast global GDP. 125 to 150 trillion is the target for 2030. Reaching 20% of global GDP seems quite the stretch for one firm to achieve. In your calculations, are you assuming productivity boom that would take global GDP much higher than the current 125 to 150 trillion forecast?

Or is there something else I may not be thinking about when assessing this? Well, there's so much to talk about here. And I'm I'm not even going to talk about the debasement of money because, you know, when I did my eight ways to 8,000 video in 2023, three years ago, uh it was based on craziness and I am even more bullish now.

And that was for 2032. And then CERN Basher came on Herbert's channel and he had an $8,200 price by 2030. But remember as well, $8,000 in 5 years won't be worth $8,000. I'll show you some debasement numbers in a while, too. And remember, we just hit 37 trillion in debt. And they added 200 billion in days after that.

So, it's now 37.22 trillion in debt. Every time they issue new money, everything gets debased. So, think of five years from now at this rate of current money printing, $8,000 would be like four grand. Okay? So that's the first part, but I want to show you to set the stage of exactly how big AI is and how much the world is going to change.

Uh this is the AI perspective. This is the Nvidia market cap as a percentage of global GDP of Nvidia and the listed exchanges in the UK, France, and Germany. Again, Nvidia's market cap now represents a staggering actually it's higher than that than when I put this when I got this slide. The slide's about a month old.

it was uh 3.6% of global GDP. Now it's 4% of global GDP and it surpasses the entire economies of the UK, France and Germany. Germany used to be a massive economy. Now it's smaller than the UK. Very bizarre. uh and by the way there are certain things happening too because yes GDP will grow but it will be concentrated just like uh 8.2% 2% of the S&P 500 is also Nvidia.

Nvidia make the chips that power AI. We haven't even begun to turn on the volume the value. And when that happens, the value accretion, not share accretion, sats per share, the value accretion of AI will be far higher than the market cap of Nvidia. Okay, it's a lot to take in there, but this is another simple crude way to explain it.

And I think it's Peter Diamantis and many others have been saying this for a long time. But what we will see and this is why I've been hammering the AI drum since November 2022 when ChachiBT came out. That was like the uh wake up moment. This is emergency. Ring the bell. Remember we going to see 100 years of change happen over the next 10 years.

We're compressing a 100red years of development and innovations into just 10 years. Nobody's ready for that. Nobody's ready for that. Now, as a canary in the mine, a little harbinger of things to come, this is the Nvidia market cap since 2020. And in in five year, forget the stuff from 1999 to whatever, but just focusing on 2020 to today, it's gone up 36.6x since 2020.

And this chart, uh, it says 2.98 trillion. It's not going to where it is today. Today it's 4.45 trillion. Uh, so that my my bad on dropping the pin at the wrong place, but I couldn't get to the edge and you couldn't see the text. But the point is it's $4.5 trillion. So, but it has 36.6x in just 5 years.

Now, back to your question. All right. We've seen one company become bigger than Germany, the UK, France, become a huge percentage of global GDP, become over 8.2% of the S&P 500. What's going to happen next? And this is uh sorry to harp on this because everybody needs to understand this and get exposure to AI as I've been saying for years.

So I'm blue in the face. Anyway, it's very hot here today. Or maybe I'm just hot under the collar. But AI is explosive growth. Forget smartphones and everything else. It's going to change everything. It's growing exponentially. It's already better than all all the PhDs and human intelligence on the planet.

And invid video has skyrocketed 36.6 times since 2020. And this is the productivity revolution that will supercharge the entire global economy. It's going to automate jobs. It's going to boost efficiency. It's going to add trillions to GDP. Yes. And it's going to push world output way beyond current predictions.

Okay. By 2032, I believe another prediction I have. I believe by 2032, AI companies will make up at least the market cap of AI companies will make up at least 60% of the S&P 500, maybe more. It's it's going to be huge. Big tech today is like a quarter or something like that. But AI companies are going to make up 60% of GDP and the rest will be zombies.

You don't want to be exposed to those zombie companies. Now a simple illustration of how this what I call infinite ROI. Okay, robo taxi example and I will show some math on this too. Did warn you a lot of math. If Tesla nails AI and self-driving cars, which I'm 99.9% certain they will. Robots and energy, it could become a $25 trillion giant.

We know that. But not by hawking the economy, but growing the whole pie. Okay. The productivity added by pulling humans out of taxis, for example, and having people be able to sleep in their car on the way to work, you know, adds an awful lot of value to the world. This is going to be like Apple and Amazon and Micros Micro Strategy, Microsoft and everything else, but on steroids.

Let me give you one simple example with numbers of how this could happen. All right? And again, these are just pull the numbers out of the dog literally, but just to show you what is theoretically possible and how infinite ROI and exponentiality works. This is why I'm so excited. Elon Musk has said they can ramp to 2 million cyber caps.

They can pop one out every I don't know 5 10 15 seconds and that is up to 6,700 of these a day. Okay. Now they just dropped another hundred cyber cabs, robo taxis on California. But this just give you an idea of scaling over 10 weeks. Okay, imagine they start with one cab in the first week and then three in the second week, nine in the third, etc.

And by week 10, they get to 19,683 new cabs. Okay, they're adding they can manufacture 6,700 a day. So that's conservative. In a whole week, they do only 20,000. But each cab makes 50,000 in profit and that profit aggregates. Okay? So does the number of cabs totals to 59,000 if they keep racking at this rate.

And that would bring an annual aggregate profit of $2.5 billion. And at a PE of 40, that's hundred billion. Okay? And that would add $30 to the stock price in just 10 weeks. Okay? Now that's just 10 weeks. 10 weeks, all theoretically possible. You build something for 25 grand or 15 grand, whatever the price is, and makes 50 grand a year.

Okay, that's infinite ROI. You want to spit as many of these things out as you possibly can and generate all that money. So here on the left, if they scale to 3.7 million cars in say 2 or 3 years by 2027, 2028, it could generate $170 billion in profit at a P of 100, which is far lower than the current PE of Tesla.

That's a $17 trillion market cap just in two or three years just from robo taxis just in the US. Okay, absolutely possible. So we got to 17 trillion of absolute value creation and that's the way you need to think about it. Create your own table, punch in your own numbers, sandbag them to death as I like to do and then you come out with your numbers.

So it's going to be crazy. And what will Wall Street do, Tardi as I call them, when they are faced for the first time ever on earth with a company that can make something for 15 grand that generates 50K a year? All, as Michael Sailor would say, all their models will be broken. And that's what I'm here for.

That's why I'm sharing it with you every day. Now, now let's look at a little bit of history over the last 10 years just for people to know why I am literally 86% on these four assets. Shout out to Charlie B who put this little table together and Sanjay for getting it to me. As you can see, the top three assets over the last three years are Bitcoin, Nvidia, and Tesla.

Bitcoin 42,600% return. Nvidia 37,000% return. Guess what's going to be bigger than Nvidia? The answer is Tesla. Okay, that's why you get in early and you get in hard. Tesla only 199%. But on the right, technically the top four assets over the last 10 years. Incorrect. Because Micro Strategy, if it was included in this list, it would be up 2,333%.

You cannot make that number up. That's from Trading View. And that would be number three on this list, just above Tesla. Again, it's not by accident. I am 86% in these four assets. Okay. All for a reason. And by the way, shout out to gold. Up 200% over the last 10 years, but the S&P beat it up 263. So, no, gold is not beating Bitcoin.

Always zoom out to get a feel for exactly where things are. All right. And all the other mag sevens are there, but we're at a very, very glorious point in time.

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