InvestAnswersANALYSTJul 12, 2026“Tesla is the better buy now due to massive tailwinds from Cyber Cab, Optimus, and FSD, with a $76 trillion TAM and potential merger premium to $555.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
We have the Cyber Cab FSD unsupervised, Mega Pack selling like hotcakes, Optimus coming.
The total TAM for Tesla is $76 trillion
the math is better to stack Tesla because it's cheaper and they got massive tailwinds coming real soon
when the merger happens, the price of Tesla, if were it to happen today, there would be a premium on the Tesla stock and they would take the price to 555 on the nose.
if Tesla get to their market based on their uh suppliers, they'll get to 130,000 optimist run rate before the end of the year. That is not priced in.
Tesla are cheap with money. They would not be building this unless they were going to ramp the humanoid Optimus like a scolded cat to the moon.
What would flip this
if cyber cab does not generate scaled high margin soft revenue by late 2027, the AI thesis for autonomy is dead. We leave.
If the humanoid does not generate scaled high margin revenue by late 2028, that thesis is also broken.
The structured call
The receipt
Publish-day price $$407.76 · the claim is anchored to the moment it was said.