I think ARK is too optimistic on the timeline of robotaxis, but its analysis didn’t include any of Tesla’s energy business:
We do not model Tesla’s utility energy storage or solar business in our models. We also have not modeled bitcoin assumptions in our model.
So in the end maybe $3,000 in 2025 is not too far from the ballpark. Anyway, they released the simulation code on Github so people can tweak the variables and run it themselves.
Give me a break. You should have done this back in 2018. Now is too late. Tsla will never hit $350 again. Even if it did, you would still not do it 
No? So TC won’t be booted out by Elon?
Of course it will!
After stock split.
Another chip factory out of action and share fall immediately for automakers. while that Samsung foundry in Texas has no impact on Tesla shares. who put Samsung in such demanding position except Tesla.
What is the point? Price targets by Monte Carlo? I notice that already. Expensive to repair? Insurance is going to be expensive? I have already watched a few millennials pumping TSLA on YouTube… I was laughing my head off about the insurance part… they probably think everybody is incompetent and will let TSLA takes all the money on the table.
2mrw would be telling. First try to crack $720 was rejected at $717.85, expect 2nd try 2mrw… if fail… well…
without new Fabs. No self driving cars. even EV need more chips for battery managment.
[W]e think Tesla needs some time here, so avoid that temptation of thinking the stock is on sale here," she says.
On sale means at what price?
For longer-term investors still sitting on large, multiyear gains, Coram says they can treat Tesla stock a little differently and allow for more breathing room. “Tesla could surge to new highs and keep climbing, but it also could be dead money for a while,”
Dead money 
It is on sale. Did you see ark’s 2025 price target of $4000. Also, Tsla was “dead money” from 2014-2019. You should have bought some when it was “dead”.
dead money giving 1K minimum every week through covered call!
Are you selling me some at those dead price? Author is a trader, not a buy n hold investor. Buy n hold investor should bag hold dead money till… well, you know the criteria. 25 years, I am still holding AAPL through “dead money” periods, dozen of times. Anyhoo, he made it very clear, buy n hold, just hold!
Actually I did 
buy sell buy sell… the only regret is I hesitate in 2019 because of some1 blah blah blah… coulda woulda… thought that is high probablility… sigh…
What makes ChargePoint the right horse to bet on in this market? Is it the Facebook or Myspace of EV charging infra?
The word “must”.
A harsh reminder to over bullish investors that TSLA doesn’t have the monopoly of talents and other companies are not doing nothing/ incapable of doing anything worthwhile.
Oh yeah, catching up fast. Article failed to mentioned Tesla’s BEV market share actually increased last year, all while losing out on 50,000 vehicle sales from Fremont covid shutdown.
And pimping VW (who definitely will do fine and be a main competitor) for their battery plans are laughable.
Guys, VW explicitly says they plan on getting supply for 1/4th the batteries as Tesla.
Tesla is going to grow to sell 5-10 million vehicles in the next 4-6 years. VW will only be a portion of that.
Tesla’s battery tech is clearly 4, 5 years ahead of where VW is.
Sure the competition is coming. There will be more and more BEVs for sale over the years. No one expects Tesla to have 30% of the overall market.
But for now, that increase will kill off ICE vehicles sales more than it will affect Tesla sales.
Tesla will be able to produce their EVs for cheaper than competitors for at least the next 5 years.
Tesla doesn’t have a monopoly, they just move faster and started earlier. Don’t expect that headstart to just vanish overnight.
