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.Â
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.
Electric vehicle maker Lucid Group has denied rumors of an imminent bankruptcy after a report from this morning sent the stock on a dramatic drop on Wall Street, seeing losses of more than 40 percent during trading hours.
Lucid’s Director of Communications, Nick Twork, responded to the report from Eletric-Vehicles.com, which stated the company’s restructuring advisor, AlixPartners, was asked to review two decisions: taking Lucid shares private or filing for Chapter 11 bankruptcy protection.
The report also claims AlixPartners told the Lucid board to “concentrate on Gravity production while improving its quality, and to temporarily hold back the Lucid Air, the sedan that has defined the company since its launch.”
Twork said:
$LCID The rumors are completely false. The company has sufficient liquidity to carry its operations well into next year, as recently published in its last quarterly filings, and it has not formed any special Board committee to explore the scenarios reported today. Our focus is…
— Nick Twork (@ntwork) July 14, 2026
Shares rebounded after the response to the report, halving its losses as the trading day neared 3 p.m. Eastern.
Lucid has struggled to get its sales off the ground and into more respectable numbers, but the company is in its early years, when things are hard to begin with. It is also backed by several notable investors, including the Saudi Public Investment Fund (PIF), which has nearly limitless money and likely would not ditch an investment of this size so soon.
Lucid shares were down just 14 percent at the time of publication, a far cry from the 55 percent its losses topped out at during the day.
Tesla received a price target upgrade just on the heels of what was a crazy successful quarter for its automotive business, as the company reported a delivery beat of over 15 percent for Q2.
Jefferies analysts are upping Tesla’s price target (NASDAQ: TSLA) to $400 from $375, while maintaining their “Hold” rating on shares, and the strong automotive deliveries from Q2 is a big reason. However, there are some other catalysts that Jefferies believes position Tesla for a strong position in the second half of the year.
Strong Deliveries
Tesla reported 480,000 deliveries for Q2, while Wall Street was between 395,000 and 405,000, as an overall consensus. It was an incredibly strong quarter from a delivery perspective, and Tesla sold well more than it produced during the three months.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
While vehicle deliveries are not necessarily looked at in the light that they used to be, Tesla still maintains a lot of advantages for keeping deliveries strong. With the loss of the $7,500 EV Tax Credit last year, Tesla still maintains a strong demand case for its EVs.
Robotaxi Performance
Tesla has been operating Robotaxi for over a year now, as it launched in Austin in mid-2025. That program has expanded to Houston and Dallas, the San Francisco Bay Area, and, most recently, Miami, Florida, the suite’s first appearance in the Sunshine State.
While the Robotaxi suite is still in its early phases and Tesla is working through things like fleet size and wait times, the company has been able to undercut the pricing of its competitors and has a great safety record.
Merger Speculation with Tesla and SpaceX
This is perhaps the biggest topic that many are speaking about with Tesla and SpaceX, and it is the one thing that seems to be on the mind of every investor.
Jefferies warns that growing talk of a Tesla-SpaceX merger could cause Tesla stock to trade more like a SpaceX proxy, which may disconnect it from underlying automotive fundamentals. SpaceX has a lot going for it, especially its compute deals that have been widely publicized as of late.
Profitability in New Projects Could Take Some Time
Tesla has a few long-term ventures in the pipeline, most notably the Optimus project and Robotaxi, which is launched but will take several years to expand to a meaningful level that resonates with everyday people.
This is something that investors need to be careful of. Tesla’s projects could take some time to round out, so Jefferies advises that these may carry initial losses, rather than immediate profit. Seasoned Tesla investors have echoed something like this for a long time; they knew going in it would not be an open-and-shut strategy. It was going to take time.
These new projects are no different.
Investor's Corner
NASA taps SpaceX to launch the telescope that could unlock new worlds
NASA’s Roman Space Telescope heads to orbit this August aboard SpaceX’s Falcon Heavy with massive scientific ambitions.
SpaceX is set to play a central role in one of NASA’s most anticipated science missions in years. The company’s Falcon Heavy rocket, currently the most powerful operational launch vehicle in the world, will carry the Nancy Grace Roman Space Telescope into orbit on August 30 from Kennedy Space Center in Florida. Roman is now in final preparations inside the Payload Hazardous Servicing Facility, where on June 26 technicians used a crane to lift the observatory into a specialized stand for fueling and pre-launch testing.
Roman is named after Nancy Grace Roman, NASA’s first chief of astronomy, whose career helped shape how the agency approaches space science.
NASA chose SpaceX Falcon Heavy because of Roman’s needs to reach a specific orbit far from Earth, well beyond where a standard Falcon 9 can deliver it. The Falcon Heavy, which first flew in 2018, has since become NASA’s go-to option for missions that need serious muscle without the cost and complexity of older launch systems.
Celebrating SpaceX’s Falcon Heavy Tesla Roadster launch, seven years later (Op-Ed)
Roman will carry a field of view at least 100 times wider than the Hubble Space Telescope, meaning it can photograph enormous swaths of the universe in a single shot rather than the narrow slices Hubble captures. That difference in scale is significant. While Hubble reshaped our understanding of the cosmos over 30 years, Roman is built to work faster and wider, surveying hundreds of millions of galaxies at once.
One of Roman’s most compelling capabilities is its potential to discover and photograph planets orbiting stars outside our solar system, and with enough precision to directly image planets that would otherwise be lost. That means scientists could study the atmosphere and surface characteristics of distant worlds rather than simply confirming they exist. Combined with Roman’s sweeping field of view, the telescope could detect thousands of exoplanets, and some of those planets may be in habitable zones where liquid water could exist. No telescope currently in operation has this level of power and capability. That capability alone could change what we know about other worlds, and perhaps finally answer the question: are we the only intelligent lifeforms in existence?Â
What Roman actually finds once it reaches orbit is an open question, and that is exactly what makes this launch worth watching.
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