How Meet Kevin’s view on $TSLA changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo10 entries
2026-09-09Bullish
“Pricing Tesla's Cybercab Revolution | This is Insane [Tesla Stock]”
Cybercab unboxed manufacturing offers high-volume upside if edge mapping accelerates and fleet operator unit economics prove viable.

Let's break down how Tesla could potentially achieve five times the speed of manufacturing cars with their unboxed Cyber Cap product, which I've been really impressed by with its launch in Austin.

And so, what we've done is we've made a pros and cons sheet for Tesla stock via the Cyber Cap launch. but there's an interview that we did about 3 years two and a half years ago with Arc Invest's Brett and we talked about the future of the Tesla robo taxi service and what it would likely look like.

2026-09-08
“Tesla’s $5 Trillion Secret Is Leaking… Wall Street ASLEEP”
Tesla's robotaxi strategy offers high margins via fleet sales and tax advantages; however, the stock is currently expensive (PEG ~5).

I think Tesla is about to completely destroy Uber.

I think the reason for this is that Tesla, in my opinion, is about to take over Uber. And something that happened this year with Uber and Waymo makes me really think that Tesla is about to achieve something.

No, it's not about charging for robotaxi rides. Rather, it's about making money from something else related to "CyberCap". Well, look, Tesla's stock is down about 19% since the beginning of the year. He was extremely unpredictable.

2026-09-04Bullish
Subscribe or start a trial to unlock this step
2026-09-04
Subscribe or start a trial to unlock this step
2026-09-03
Subscribe or start a trial to unlock this step
2026-09-03
Subscribe or start a trial to unlock this step
2026-09-03Bullish
Subscribe or start a trial to unlock this step
2026-08-31Bullish
Subscribe or start a trial to unlock this step
2026-08-27Bullish
Subscribe or start a trial to unlock this step
Direction flip
2026-08-26
Subscribe or start a trial to unlock this step
8 earlier entries need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial