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← @amitisinvesting

$TSLA

BULLISH2026-10-19
Price around the call
↑ 2026-10-19
By horizonMaturing · ~18 trading days to go
1d
✓ +2.9%
5d
…
21d
…
Original post
amit · 2026-10-19

ARKK UPDATES THEIR 2031 $TSLA TESLA VALUATION MODEL, SEES BASE CASE OF $4400/SHARE, A 12X FROM TODAY’S PRICES - Robotaxis are expected to drive 80% of Tesla’s enterprise value by 2031, making autonomous transportation the overwhelming driver of ARK’s valuation. ARK projects 8.1 million robotaxis generating $753 billion in annual ride-hailing revenue, supported by operating costs potentially 40% below Waymo’s and a massive expansion of the ride-hailing market through lower prices. - Optimus humanoid robots are emerging as Tesla’s second major growth engine, with ARK forecasting approximately 1 million externally sold robots and $212 billion in annual revenue by 2031. ARK estimates a $26 trillion addressable market for humanoid robotics and expects Tesla to invest approximately $225 billi

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