Tesla 2.0: Deconstructing the BOA Analysis of RoboTaxi and Optimus
Is Tesla just a car company? A new BOA analysis argues its true value lies in AI, RoboTaxis, and Optimus, setting a $471 target. We break down the ‘Tesla 2.0’ thesis. When you think of Tesla, what comes to mind? Electric cars? The record-breaking sales of the Model Y? For years, Wall Street and Main … 더 읽기