How Meet Kevin’s view on $TSLA changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo13 entries
2026-09-21Bullish
“HOLY TESLA SEMI TRUCK | Tesla Stock GAME CHANGER”
Tesla's Semi truck is an undervalued positive catalyst; reaching 50,000 annual units by 2030 could add ~10% to share value.

We need to talk about the Tesla Semi truck because Top Gear has given a great analysis of it, and we'll review some of the information in it to see what that might mean for Tesla's stock.

Just to remind you, the Tesla Semi truck was unveiled in late 2017. That was around the same time I got my black Model X. I loved it. My father still drives that black car of mine; it's fantastic.

But the truck was supposed to be released within a year and a half, sometime in 2019. What we really saw was one delay after another, due to supply chains, the efficiency of these vehicles, and the Covid pandemic.

So, a trial fleet was not actually delivered until 2022. That was in December 2022. That is, we are talking about 4 years ago when we got our first trial fleets. Those fleets were mostly destined for PepsiCo in Florida.

They just opened the high-density production line for these trucks on April 29, 2026. So, from concept stage to mass production line, it took 9 years.

2026-09-21Bullish
“why stocks are skyrocketing [spoiler: it's just getting started]”
Tesla's Semi production is an unpriced upside for the stock, whereas Optimus expectations are already priced in.

which I didn't even mention yet, the Tesla Semi, but there are some videos that have dropped regarding the Tesla Semi, maybe I'll make a separate video on it, but they're very good.

I don't know yet that the five-year payback period is going to be desirable enough to get sort of mass adoption orders for the Tesla Semi. But what it does is these these Tesla drops that we're getting on the Tesla Semi that you know now we're actually getting to production, they are going to lead people to start underwriting Tesla uh as having the semi as an upshot, which I don't think is priced into the stock at this moment.

I do think there's a lot of hope regarding Optimus priced in, but not so much on semis.

2026-09-13Bullish
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2026-09-08
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2026-09-03
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2026-09-03Bullish
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2026-08-27Bullish
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2026-08-26
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