猴哥🐒
猴哥🐒|May 25, 2026 06:40
If there were only one million, I would pursue Tesla. Autonomous driving and robot taxis will drive Tesla's market value to $5 trillion Optimus robots will ultimately increase Tesla's market value to $25 trillion This is not my prediction, but what Musk said himself in an interview in 2024. In my eyes, Tesla is no longer a company that sells electric vehicles The embryonic form of the strongest land-based ecology on Earth has been formed The first axe to drive market value: FSD autonomous driving and unmanned taxis FSD is about to fully enter the market, which is currently the easiest AI business for TSLA to monetize And every Tesla car is also becoming a car AI robot. Unmanned taxis are still undergoing small-scale testing and awaiting large-scale commercialization These two businesses alone can bring Tesla's market value to $5 trillion, according to Musk. The second axe driving market value: energy The end of AI is computing power, the end of computing power is electricity, and the end of electricity is energy storage. The gross profit margin of energy storage is much higher than that of automobiles, reaching up to 30%, and energy utilization can be improved without the need to build new power plants. Lao Ma once said that he is not optimistic about nuclear fusion and should focus on developing solar energy and batteries Tesla's household and commercial energy storage battery and solar business is expected to have a deployment volume exceeding that of 2025 by 2026 Musk also said that the future of AI lies in space Space is the lowest cost location for placing AI, and in the next 2-3 years, SpaceX will launch a large number of solar powered AI satellites. The most important thing is that SpaceX will cooperate with Tesla in the future to jointly carry out space AI solar energy programs, where xAI is the computing brain of all ecosystems. The third axe driving market value: Optimus robots Tesla's robots will change human production and life. Although flip and dance may not be as professional, they learn and grow, and their nerves and joints are evolving towards humans Optimus will do anything that humans don't want to do, helping to liberate the labor force in the entire industry. Robots are the representative of the physical AI era and will lead to unprecedented explosive growth in productivity. At present, there are not many real competitors in the field of robotics who can compete with Tesla in terms of influence, technology, production, and price. Tesla has obvious advantages According to Musk's latest interview, Optimus will start mass production by the end of this year at the latest. Although there have been several delays in the past, the progress is constantly being updated Based on the information I have researched, it seems to be true this time. Let's wait and see. Record that the current market value of TSLA is $1.6 trillion Distance to $5 trillion, three times more, expected to take 2 to 4 years The distance is 25 trillion US dollars, which is 15.6 times longer and expected to be 7 to 10 years. Investment is about building good companies and being friends with time.
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