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12-31 07:16

šŸšØšŸ“ˆ $TSLA $800 Bull Case|Dan Ives: 2026 Will Be a ā€œHistoric Yearā€ for Autonomy & Robotics

Dan Ives just reiterated a bold view:

2026 will be a historic year for $TSLA, driven by autonomy and robotics moving from narrative to execution.

The key isn’t hype — it’s timing.

Ives’ framework points to multiple vectors aligning at once:

• Autonomy shifting from capability to scale

• Robotaxi moving toward a repeatable commercial model

• Robotics transitioning from concept to early deployment

• The market re-framing Tesla from ā€œauto OEMā€ to AI platform + services

That’s why the $800 bull case exists.

Once autonomy becomes an operating asset — not an optional feature — valuation math changes.

When a vehicle can generate cash flow beyond a single sale, multiples follow.

The inflection doesn’t arrive with a demo.

It arrives when production, reliability, and deployment curves converge.

That’s the bet on 2026.

The open question now isn’t if autonomy and robotics matter —

it’s how quickly the market reprices Tesla when scale becomes visible.

šŸ”” I track autonomy and robotics through milestones that change valuation, not headlines.

#TSLA #Tesla #Autonomy #Robotaxi #Robotics #AI #Investing

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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