Is Tesla’s Dec 17 Record High A Replay Of History?
$Tesla Motors(TSLA)$ climbed to a record high of $489 on Tuesday, lifting its market capitalization to roughly $1.58 trillion. The rally has been driven by renewed optimism around Robotaxi development, prompting some on Wall Street to reassess Tesla beyond its traditional automaker label.
How do analysts view Robotaxi development?
Wedbush’s Dan Ives argues that 2026 could mark a true inflection point, as Robotaxi and autonomous driving begin broader commercialization. He projects Tesla’s valuation could exceed $2 trillion, with an upside case toward $3 trillion.
Longtime Tesla bull Baron has echoed this view, calling 2026 a potential breakout year as investors increasingly frame Tesla as a leader in real-world AI rather than just a car company.
Morgan Stanley highlights three key catalysts that will determine Robotaxi scaling: opening rides to the general public without safety supervisors, improving safety metrics as mileage accumulates, and the start of Cybercab mass production, targeted for April 2026. Technically, Tesla shares are also breaking out of a prior consolidation range, reinforcing bullish momentum.
Technically, $Tesla Motors(TSLA)$ is breaking out of the consolidation range!
Some believe that Tesla’s rally at the end of 2025 is only just beginning.
However, investors like Cathie Wood have been trimming positions into strength.
ARK Invest sold a combined 124,867 Tesla shares via $ARK Innovation ETF(ARKK)$ and $ARK Next Generation Internet ETF(ARKW)$, worth about $59.35 million.
After all, last year Tesla also hit a record closing high on December 17, only to enter a prolonged decline and take more than a year to recover to its previous peak.
How do you view Tesla’s latest move to new highs?
Is a breakout above $500 on the horizon?
Will 2026 bring another major leg higher, or are we seeing a repeat of history?
Are you bullish on Robotaxi, and do you think FSD could realistically launch in China by 2026?
Leave your comments to win tiger coins~
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How do you view Tesla’s latest move to new highs?
Is a breakout above $500 on the horizon?
Will 2026 bring another major leg higher, or are we seeing a repeat of history?
Are you bullish on Robotaxi, and do you think FSD could realistically launch in China by 2026?
Leave your comments to w
对于Robotaxi，我持谨慎乐观态度。我同意2026年是关键的拐点，因为无人监管的乘车、安全数据的改善以及Cybercab生产的开始可能会重塑特斯拉的估值方式。即使是部分执行也将证明超越传统汽车指标的另一条腿是合理的。
也就是说，我不指望直线上升。方舟修剪凸显了短期风险，由于监管障碍，到2026年中国的FSD将是上行空间，而不是基本情况。总体而言，我仍然看好2026年，执行是真正的考验，我更密切地关注现实世界的推出数据，而不是短期价格走势。
@Tiger_comments @TigerStars
TSLA hit $495 intraday, surpassing its late 2024 record, fueled by optimism in Full Self-Driving (FSD), autonomy, and global scaling, reflecting a shift to valuing TSLA as an AI and robotics firm, with risks tied to driverless testing and Cybercab production
A breakout above $500 is possible with market leadership and bullish sentiment, but the $500 resistance needs a fresh catalyst to sustain momentum。。。
TSLA could see a major leg higher by 2026 with Robotaxis and energy expansion, but missing the April 2026 Cybercab target may lead to 2022-style consolidation, while hitting it could push the stock toward the $600 Wedbush target
The success of Robotaxi depends on overcoming technical and regulatory hurdles, while a 2026 FSD launch in China faces strict safety standards and competition from local rivals
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Will this affect the USD 500 target?
The current situation highlights the tension between the revolutionary long term vision such as Robotaxi success and Tesla's short term execution and regulatory hurdles.
A confirmed breakout above USD 500 remains a strong possibility but only if the current technical support holds and the regulatory overhang is resolved.
Tesla at USD 500 is a "Market Tooth Fairy" moment. I want to believe that there is a gold coin under the pillow. However I would also watch the Bank of Japan and global liquidity closely. If the macro environment stays stable, 2026 could be the year Tesla defines the next decade of transport.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
Check them in the history - “community distribution“
I hope people are really looking into their approach, otherwise 1 big crash and we will be looking at a spiral in prices.
Feels very much like the imploded submarine, where a tech company claims to be pushing the boundaries of what is possible, but is constantly cutting corners to cut costs and try to frame it as innovative approach against tired safety conventions.
I hope mr. musk and his company isn't looking at future users as guinea pigs...