šØš $TSLA $800 Bull Caseļ½Dan Ives: 2026 Will Be a āHistoric Yearā for Autonomy & Robotics
Dan Ives just reiterated a bold view:
2026 will be a historic year for $TSLA, driven by autonomy and robotics moving from narrative to execution.
The key isnāt hype ā itās timing.
Ivesā framework points to multiple vectors aligning at once:
ā¢ Autonomy shifting from capability to scale
ā¢ Robotaxi moving toward a repeatable commercial model
ā¢ Robotics transitioning from concept to early deployment
ā¢ The market re-framing Tesla from āauto OEMā to AI platform + services
Thatās why the $800 bull case exists.
Once autonomy becomes an operating asset ā not an optional feature ā valuation math changes.
When a vehicle can generate cash flow beyond a single sale, multiples follow.
The inflection doesnāt arrive with a demo.
It arrives when production, reliability, and deployment curves converge.
Thatās the bet on 2026.
The open question now isnāt if autonomy and robotics matter ā
itās how quickly the market reprices Tesla when scale becomes visible.
š I track autonomy and robotics through milestones that change valuation, not headlines.
#TSLA #Tesla #Autonomy #Robotaxi #Robotics #AI #Investing
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