

Investor's Corner
Tesla (TSLA) shows volatility after Elon Musk hints at record Q2, strong Model 3 demand
Tesla shares (NASDAQ:TSLA) proved volatile after the opening bell on Wednesday, as both bullish and bearish analysts took their stance following the electric car maker’s annual shareholder meeting. During the investor event, Tesla CEO Elon Musk, CTO JB Straubel, and VP for Tech Drew Baglino discussed the company’s expansion, its product lineup, and the company’s projects for the coming years.
Musk directly addressed concerns about the Model 3’s alleged weakening demand, a bearish thesis that has gained ground since the company reported its lower-than-expected Q1 2019 figures. During the shareholder meeting, the CEO noted that sales are still exceeding Tesla’s production capabilities, and the company has a pretty fair chance at setting new records this second quarter. “I want to be clear that there is not a demand problem… absolutely not. Sales have far exceeded production, and production has been pretty good. We have a decent shot at a record quarter,” Musk said.
Apart from highlighting the strong demand for the company’s vehicles, Musk also covered Tesla’s lead in electric car technology over more experienced rivals. Showing a slide that compared the efficiency of Tesla’s vehicles compared to the competition such as the Audi e-tron, Musk joked that while he does not want to poke fun at rivals, “there’s room for improvement.” Other projects, such as the Solar Roof, Gigafactory Europe, the Tesla Truck, and Full Self-Driving (among many) were also discussed.
Tesla’s annual shareholder meeting was received positively by the company’s supporters on Wall Street. Baird analyst Ben Kallo, for one, maintained his $340 price target while reiterating his “Outperform” rating on Tesla. “Management indicated demand is not a concern; we believe the narrative is overly negative and think Bear arguments will be disproven in the coming weeks and months,” the firm noted.
True to form, Tesla bears interpreted the recent shareholder meeting in a negative light. Gabe Hoffman of Accipiter Capital, a longtime TSLA bear, claimed that the event saw Elon Musk dialing down on the company’s plans for a network of full self-driving robotaxis. “Elon already started backtracking on the whole 2020 robotaxi thing,” Hoffman noted, claiming that Musk’s statements were indicative of shifting narratives that the CEO employs to distract investors from the company’s deeper problems.
Hoffman’s comments about the annual shareholder meeting appear to be misplaced, as Musk only reiterated Tesla’s plans to have a fleet of around 1 million robotaxi-capable vehicles by next year during the shareholder meeting. Considering that Tesla equips all its new cars with its custom FSD computer, this goal is more than feasible. This point appears to have been misinterpreted by Hoffman, who seems to have taken Musk’s statements during the previous Autonomy Day to mean that Tesla will have a fleet of Robotaxis by 2020.
The annual shareholder meeting was, in many ways, a show of strength from the electric car maker. Musk, together with the CTO and VP for Tech, exuded confidence in the company’s current and future plans. Straubel, in particular, was very involved, seemingly debunking the speculations that he is starting to distance himself from Tesla. With Musk assuring investors that demand is strong and Q2 could be poised to pleasantly surprise, TSLA stock could very well see more green days before the end of the quarter.
As of writing, TSLA stock is trading -1.57% at $213.70 per share.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla stock gets crazy prediction from CEO Elon Musk
Musk says this is what it would take to be a millionaire from a Tesla investment right now.

Tesla stock (NASDAQ: TSLA) got a crazy prediction from CEO Elon Musk recently, as the future of the company seems to be moving more toward AI, autonomy, and robotics, and away from automotive, which is what it has traditionally been recognized as.
Over the past few years, as Tesla has prioritized its Full Self-Driving suite, its rollout of a dedicated Robotaxi program, and the development of the Optimus bot, the company has gained a new reputation from analysts.
It was always looked at as a stock with tremendous potential by many Wall Street firms, some more than others.
The most bullish analysts, like Cathie Wood of ARK Invest, believe the company will eventually reach a multi-trillion-dollar valuation and a share price of over $2,000. Her $2,600 price target does not include any contributions of Optimus. Instead, it leans on Full Self-Driving and Robotaxi.
Based on where the company is now, there are a lot of potential catalysts. The Robotaxi expansion, as well as affordable vehicles, its prowess in AI and Robotics, and its powerful energy division are all arguments for investment.
One X user said that a $150,000 investment in Tesla right now would likely make you a millionaire. Musk said he thinks that sentiment is “probably correct.”
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
He’s echoed this belief in recent earnings calls, including the one for Q2, which happened in July:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
Tesla is trading at $316.50 at the time of writing, and has a market cap of just under $1 trillion.
Elon Musk
Tesla stock gets another analysis from Jim Cramer, and investors will like it
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company.”

Tesla stock (NASDAQ: TSLA) got its latest analysis from Jim Cramer, and investors will like what he has to say.
Cramer has flip-flopped his thoughts on Tesla shares many times over the years. One time, he said CEO Elon Musk was a genius; the next, he said Ford stock was a better play. He’s always changing his tune.
However, Cramer’s most recent analysis is of a bullish tone, as he talks about the company’s evolution from an automaker to a tech powerhouse. He made the comments on CNBC’s Mad Money:
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going to.”
Jim Cramer last night on $TSLA: “Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where… pic.twitter.com/WzlPdQD7gq
— Sawyer Merritt (@SawyerMerritt) August 5, 2025
Tesla has always been looked at by the mainstream media as an automaker. While that is its main business currently, Tesla has always had other divisions: Energy, Solar, Charging, AI, and Robotics. Some came after others, but the important point is that Tesla has not been an automaker exclusively for a decade.
It launched Powerwall and Powerpack in April 2015, marking the start of Tesla Energy.
But Cramer has a point here: Tesla is truly becoming much more than a car company, and it is turning into an AI and overall tech company more than ever before. Eventually, it will be recognized as such, more so than it will be as an automotive company.
Cramer’s comments also follow a recent prediction by Musk, who stated on X that he believes a $150,000 investment in Tesla shares right now would eventually turn someone into a millionaire:
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
Musk has said he believes Tesla could be headed to a serious increase in valuation. Eventually, it could become the most valuable company in the world. He said this during the Q2 Earnings Call:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
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