Investor's Corner
Tesla (TSLA) bull projects massive growth in 2020 even with conservative estimates
This year has been one of Tesla’s most historic yet, with the company’s shares dropping to over two-year lows before recovering and reaching new all-time highs. As 2019 ends with Tesla showing its strength in terms of vehicle production and deliveries, an ardent TSLA bull has stated that the company is on the cusp of even more dramatic growth next year. What’s more, Tesla seems poised for this growth even with conservative estimates.
Forecasts from Tesla investor-enthusiast Galileo Russell of YouTube’s Hyperchange channel have always been on the more conservative side. For his 2020 financial projections, the investor adopted the same stance. Despite this, results from the Hyperchange host’s research points to Tesla potentially delivering around 600,000 electric cars in 2020, provided that Model Y production hits its stride at the latter half of the year. That’s around a quarter of a million more than the vehicles Tesla will likely deliver this year.
In a video outlining his thesis, Russell explained that Tesla is now at a point where its core business is seemingly headed towards more stable waters. Cash flow continues to show strength, and the company is sitting on $5 billion in cash. Demand for its vehicles like the Model 3 is validated by sales in the United States, Europe, and China as well, putting the “demand problem” short thesis to rest. Apart from this, Tesla has returned to profitability, and these sentiments are pretty much reflected in the company’s stock, which has broken the $400 per share barrier while hitting all-time-highs.

In a way, Tesla is in a great place to start producing a vehicle that has the potential to carry it higher: the Model Y. The Model Y is a crossover, which means that it is targeted towards one of the auto industry’s most lucrative segments. If the Model 3, a vehicle that competes in a segment that is showing a decline in several regions, can push Tesla so far up, one can only imagine what the Model Y can do to boost the electric car maker further. Tesla, after all, expects the Model Y to outsell the Model S, Model X, and Model 3 combined.
That being said, the TSLA investor expects Tesla Model Y production to be fairly gradual. Russell was optimistic in his projection that a few Model Y can enter production as early as Q1, but he remained conservative for the first half of the year. Overall, the Hyperchange host expects Model Y to hit its stride in the third quarter with a production of about 25,000 units. If Tesla accomplishes this, Russell noted that the crossover’s production could go as high as 75,000 in Q4. This is despite the investor’s prediction that Model S and X sales will drop to their lowest levels as buyers wait for the vehicles’ Plaid variants, and that the Model 3 will see some cannibalization from its crossover sibling.

It should be noted that Russell’s expectations don’t account for several factors that Tesla could still improve, including efficiencies in its vehicle production process and its gross margins. Considering these factors, Tesla may very well remain profitable while allowing the company to pursue other high-profile projects such as the establishment of the Megacharger Network for the Semi, or the buildout of massive projects such as Gigafactory 4 in Europe.
It should also be noted that the Hyperchange host’s models do not account for any additional revenue streams that Tesla can tap into, such as its batteries and powertrains that could be sold to OEMs for their own electric cars. Elon Musk has stated that he is open to such ideas, and Fiat-Chrysler, which already buys credits from Tesla, has expressed interest in tapping into the Silicon Valley-based company’s technology. Considering the lead that Tesla continues to establish in terms of range and efficiency, the idea of a veteran automaker utilizing the company’s batteries and powertrains is more than feasible.
Tesla stock has been on a massive rally lately, and as shares hit a record high, speculations were abounding that the rise was due to shorts covering, or sentiments improving from investors. Russell argues that the recent stock movement for TSLA is also driven, if not primarily, by the steady improvement in Tesla’s fundamentals. Little by little, Tesla is becoming more and more like a full-fledged business, and as it rakes in the profits amidst its growth, the company may very well be headed towards even more milestones in the near future.
Watch the Hyperchange host’s full forecasts for Tesla in 2020 in the video below.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.
Elon Musk
Tesla Cybercabs narrowly miss deadly Amazon cargo plane crash
An Amazon cargo plane crash near Miami’s airport stopped feet from dozens of Tesla Cybercabs.
An Amazon Prime Air Boeing 767 cargo jet overran the runway at Miami International Airport on Sunday afternoon, killing five people and injuring five more. The jet, operated by North Carolina based carrier 21 Air as Flight 7598, touched down around 2 p.m. after arriving from San Juan, Puerto Rico, then crossed the airport perimeter, plowed across NW 67th Avenue and struck multiple vehicles before catching fire, according to the Associated Press.
Photos and video from the scene show the aircraft’s nose stopped within meters of a fenced staging lot holding dozens of gold painted Tesla Cybercabs, the steering wheel free robotaxi Tesla began putting on public roads in Austin last week. Miami-Dade Fire Rescue has confirmed the plane struck “multiple vehicles” but has not said whether any Cybercabs were among them, and neither Tesla nor airport officials have addressed the fleet directly.
The Cybercabs had not yet entered commercial service in Miami. Tesla’s existing Robotaxi operation there runs on modified Model Y vehicles and has been unsupervised since Ashok Elluswamy confirmed the detail on X in July.
Footage of the plane crash from earlier today | #ONLYinDADE pic.twitter.com/iGoOtnd6cD
— ONLY in DADE (@ONLYinDADE) September 6, 2026
Elon Musk offered the briefest of reactions. Replying to a Zero Hedge post about the Cybercabs sitting so close to the wreckage, he wrote a single word: “Weird.” He has not commented further, and Tesla has not issued a statement.
The timing puts Tesla’s newest vehicle near an unrelated but highly visible tragedy just days after its Austin debut, a launch that had already drawn scrutiny from federal regulators. The National Highway Traffic Safety Administration opened an audit how Tesla certified the Cybercab as compliant with federal vehicle safety standards, a process Teslarati covered after the vehicle’s September 3 launch event. That inquiry concerns the car’s lack of a steering wheel and pedals, not the Miami crash.
Investigators from the FAA and NTSB are focused on the plane, not the parking lot beside it. Flight data reviewed by outlets including Simple Flying show the 767 touched down around 170 knots, well above the 135 to 140 knot range typical for the aircraft, though investigators have not determined a cause. Amazon said it is working with authorities and that its priority is the safety of everyone affected.
Whether any Cybercabs were damaged, and what Tesla plans for the fleet parked near one of the country’s busiest airports, remain open questions.
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Tesla Cybercab is coming to Asia this month as US service officially begins
Tesla Asia says Cybercab will be on display in Hong Kong, Tokyo, Beijing and Shanghai this month.
Tesla’s Cybercab is heading to Asia. The official Tesla Asia account posted on X Thursday, inviting Cybercab fans to “Come experience the future of autonomy in Hong Kong, Tokyo, Beijing & Shanghai.” The post went up within hours of Tesla’s own Cybercab milestone in Texas, where the company said Thursday it had begun offering rides in across Austin.
Exact dates and venues for the Asia tour haven’t been released yet, though Tesla Hong Kong replied to the announcement with “Cybercab will be on display in Hong Kong soon,” while Tesla Japan’s response pointed fans to a sign up page for updates. Neither post mentions test rides or a service area, and nothing so far suggests Tesla is launching Robotaxi operations in any of the four cities. Based on how Tesla has run past Cybercab tours, in Europe in late 2024 and at US shopping centers that same December, the Asia stops are almost certainly static displays at Tesla stores or public venues as a means to stimulate buzz for its future driverless ride-hailing service in the big cities.
Cybercab will be on display in Asia this month!
Come experience the future of autonomy in Hong Kong, Tokyo, Beijing & Shanghai. pic.twitter.com/wGmmEastfX— Tesla Asia (@Tesla_Asia) September 4, 2026
The timing lines up with Tesla’s only prior Cybercab appearance in the region, a booth at the China International Import Expo in Shanghai last November, which Teslarati covered at the time. At that event, Tesla’s regional general manager for Shanghai framed the car as evidence of the company’s broader mission, a message Tesla has since formalized in its Master Plan Part IV, which states that “autonomous vehicles have the capacity to dramatically improve the affordability, availability and safety of transportation while reducing pollution, particularly in our increasingly dense global cities.” The same document is where Tesla lays out its “sustainable abundance” framing for Cybercab and Optimus alike, describing the two as the hardware behind an AI driven push to cut the cost of transportation and labor at scale.
Whether Cybercab actually operates as a robotaxi anywhere in Asia remains an open question, considering China has already pushed an autonomous ride-hailing market that’s run on homegrown players like Baidu’s Apollo Go and Pony AI. For now, the four city tour reads as a marketing push timed to Austin’s momentum.