Cathie Wood & Dan Ives: Tesla Can Double In 2 Weeks

Tesla's Humanoid Robots and Autonomous Vision

🤖 Q: What are the key features of Tesla's AI-powered humanoid robots?
A: Tesla's humanoid robots will be electric, energy-efficient, and AI-driven, with a potential $26 trillion revenue opportunity in 5-10 years, split between home and industrial markets.

🚕 Q: What is the projected value of Tesla's autonomous vision?
A: Tesla's autonomous vision is estimated to be worth $1 trillion to the company's valuation, with robotaxis launching in Austin in late June or early July, marking the beginning of expansion to 20-25 cities across the US.

Full Self-Driving (FSD) and Vehicle Sales

🚗 Q: How could Tesla's FSD penetration impact the company's financials?
A: Tesla's FSD penetration could increase from 15% to 50%, leading to significant software uplift and margin improvement for the company, according to analyst Wimo.

📊 Q: What is the significance of Tesla's vehicle sales for its autonomous driving capabilities?
A: Tesla's goal of selling 10 million vehicles by next year will provide data-driven insights for improving its autonomous driving capabilities, including FSD.

Market Demand and Expansion

🇰🇷 Q: How is the demand for Tesla's Model Y in South Korea?
A: Tesla's Model Y sales in South Korea are sold out for Q3 deliveries, indicating strong interest and contributing to positive demand for the company.

⚡ Q: What progress has Tesla made with its Supercharger network?
A: Tesla added 2,200 new Supercharger stalls in Q1, delivering 1.4 terawatt hours of energy across 42 million sessions, making it a key growth driver for the company.

Autonomous Taxi and FSD Development

🚖 Q: When is Tesla expected to launch its autonomous taxi service?
A: Tesla's autonomous taxi launch in Austin, Texas, is expected in the next several weeks, with the company's autonomous driving capabilities being a key focus for investors and analysts.

🔓 Q: How is Tesla expanding access to its Full Self-Driving (FSD) capabilities?
A: Tesla is providing early access to FSD to a larger group of participants, which is crucial for its future growth and success, leveraging data from 10 million vehicles sold by next year for continuous improvement.

AI and Robotics

🤖 Tesla's focus on AI and robotics, particularly "physical AI," is viewed as the "golden goose" for autonomous vehicles and robotics, potentially driving significant future growth.

🚕 The company's autonomous vision is estimated to be worth $1 trillion in the next 5-10 years, with robo taxis set for a small launch in Austin by early July.

🦾 Tesla's humanoid robots are projected to represent a $26 trillion revenue opportunity within the next decade, leveraging the company's existing innovations in robotics, AI, and energy storage.

Autonomous Driving and Data

🚗 Tesla's goal of selling 10 million vehicles by next year could provide 10 million data points for refining its Full Self-Driving (FSD) system, potentially leading to a 50% increase in FSD penetration.

🧠 The FSD supervised early access program is expected to significantly contribute to data collection and system refinement, potentially resulting in substantial margin uplift for Tesla.

📈 Analysts like Caner Fitzgerald maintain an overweight rating and a $425 price target for Tesla, citing autonomous driving technology as a key growth driver.

Challenges and Concerns

💊 Reports of Elon Musk's intense drug use, including ketamine and mushrooms, may impact investor confidence, despite his visionary leadership.

📉 Tesla experienced its worst sales yet in France in May 2025, despite a redesigned Model Y, indicating potential challenges in a major EV market.

🌍 The company's global expansion in India faces challenges with potential battery tariffs rising to 82% by year-end due to US-China tensions.

Market Impact and Projections

💼 Dan Ives, a Tesla bull and Wedbush analyst, projects significant growth potential across multiple sectors including robotics, autonomous vehicles, and energy storage.

📊 Analysts estimate that brand damage cost Tesla around 80,000 deliveries in one quarter, highlighting the importance of maintaining a positive public image.

🔋 Tesla continues to innovate across multiple technologies, including robots, robo taxis, energy storage, electric vehicles, and AI, positioning itself for diverse market opportunities.

• 00:00 📈 Cathie Wood is bullish on Tesla, predicting potential doubling in two weeks and $2,600 target by 2030 driven by emerging technologies like robo-taxis and humanoid robots.
  • Cathie Wood's confidence in Tesla's $2,600 target by 2030 has increased, with potential for significant growth driven by emerging technologies like robo-taxis and humanoid robots, which could become a $26 trillion revenue opportunity in the next 5-10 years.
  • Cathie Wood remains bullish on Tesla despite sales pressure, expecting a significant surge, potentially doubling in two weeks.
  • Cathie Wood and Dan Ives discuss potential catalysts for the tech industry, including Nvidia's export controls, enterprise use cases, and the impact of AI on economic growth and inflation.
  • Tesla shares may recover as the spat between Elon Musk and President Trump is expected to be temporary, with Trump ultimately supporting Tesla's autonomous vision.
  • Tesla's robo taxi business is set to launch in Austin, potentially on June 22nd, as a small pilot that will expand to 25 cities across the US.
• 05:22 📈 Cathie Wood believes Tesla could double in two weeks, driven by its undervalued AI and autonomous potential, despite risks and competition.
  • The concern is that the beef between Musk and Trump may derail positive developments for Tesla on autonomous and regulatory fronts.
  • Cathie Wood views Tesla as a highly undervalued AI play with a potential trillion-dollar autonomous vision, despite potential risks and competition.
  • Cathie Wood and team believe large language models, like Chat GBT, will take market share from Google, changing the way people search and interact with the internet.
  • Cathie Wood is optimistic about Tesla and disruptive innovation stocks, citing potential interest rate cuts and reasonable valuations as catalysts for growth.
  • Tesla's stock may rebound, with Cathie Wood suggesting it could potentially double in two weeks, as it remains the best way to play the autonomous theme despite current challenges.
• 10:28 📈 Cathie Wood predicts Tesla's market cap could reach $2 trillion and its stock could double in 12-18 months driven by autonomous and robotics.
  • Investors view the 55% tariffs on China as likely to decrease with loopholes and exceptions, which is a positive outlook for tech companies like Tesla.
  • Cathie Wood believes Tesla's market cap could reach $2 trillion driven by autonomous and robotics, a key theme in AI, despite short-term market fluctuations and concerns over Elon Musk's recent public disputes.
  • Cathie Wood believes Tesla's stock could double in the next 12 to 18 months.
• 13:17 🤖 Cathie Wood & Dan Ives predict Tesla's value could double in two weeks, driven by autonomous & robotics capabilities, and Optimus robot's potential success.
  • Tesla's value is expected to increase significantly, with a potential to double in two weeks, driven by its autonomous and robotics capabilities, and monetization of its existing 10 million vehicles through AI.
  • Cathie Wood believes Elon Musk's refocusing on Tesla after stepping down from a role is a positive development that has contributed to the stock's performance.
  • Cathie Wood is optimistic about Tesla's Optimus robot, believing it has a high chance of success and could be easily deployable in the world.
  • Tesla's sales in France have continued to slump, with May posting the company's worst sales yet this year, despite the rollout of a redesigned Model Y.
• 17:23 💰 Cathie Wood and Dan Ives remain bullish on Tesla, citing autonomous vehicles and FSD as drivers of growth, despite concerns over Elon Musk's personal life.
  • The report about Elon Musk's intense drug use does not impact investor Doug Ives' willingness to commit capital to Tesla, as similar allegations have long followed Musk.
  • Cathie Wood believes Tesla is poised for its biggest growth chapter, driven by autonomous vehicles, Full Self-Driving (FSD) penetration, and data from its 10 million vehicles.
  • Elon Musk may continue to advise the US president and remain a friend after his time in the government comes to an end.
  • The reports of alleged drug use by Elon Musk, including ketamine and mushrooms, may have significant and long-lasting repercussions, with government agencies delaying layoffs and the total cost and impact still unknown.
• 21:35 📈 Cathie Wood & Dan Ives predict Tesla's stock could double in two weeks due to Elon Musk's renewed focus and easing trade tensions.
  • President Trump is in the Oval Office with Elon Musk.
  • Tesla's stock is closely watched due to its active trading, interesting technical setups, and recent news flow, with a key pivot point at the $380 level.
  • Elon Musk's return to actively working at Tesla was a significant positive development for the company, addressing two major issues: his absence and the company's drift.
  • Tesla's stock could potentially double in two weeks due to Elon Musk's focus on the company and easing trade tensions, particularly in China.
  • Tesla's Full Self-Driving supervised early access program expands in the US, allowing more data collection to refine its system, with eligible vehicles receiving software updates and users able to opt out anytime.
• 26:24 📊 Tesla's stock expected to rebound with price targets up to $425 amid market downturn and potential easing of Musk's influence in politics.
  • Analysts expect Tesla's stock to rebound, with some setting price targets up to $425, as Musk's influence in politics may have already peaked and market downturn is seen as a buying opportunity.
  • Tesla faces potential long-term effects from US-China tariff tensions, particularly with increasing battery duties, despite expanding globally and recovering allegedly deleted financial data.
  • A recent Cybertruck crash with full self-driving engaged highlights safety concerns, but also shows that FSD can react quickly to prevent accidents.
• 29:14 📈 Cathie Wood and Dan Ives are bullish on Tesla, citing positive demand indicators and dismissing concerns over sales drop as expected and misreported by media.
  • Tesla has seen positive demand indicators, including sold-out Model Y orders in South Korea and a significant expansion of its Supercharger network.
  • Tesla's sales drop was expected by investors, and media headlines like "Tesla sales unexpectedly plunge" show bias, as a decline is normal when refreshing a best-selling product.

WatchUrl: https://www.youtube.com/watch?v=nD-q87CdhbU