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![ReturnsJourney Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3399729285.png) Olivier (Emerging Value) [@ReturnsJourney](/creator/twitter/ReturnsJourney) on x 9462 followers
Created: 2025-07-25 09:26:17 UTC

Here is my bull case for $TSLA

Tesla is valued XXX billion on the stock market.

It's a mediocre car company like all car companies.

Let's be nice and optimistic I give the value of XX billion for cars, a bad business.

Then let's assume that the robot taxi takes the entire market and has no production costs. The cars magically leave the production line for free.

So we can add all the valuation of UBER to TESLA. Logical. XXX billion, ok let's put XXX billion. UBER which is a better business than the robot taxi because there is no factory, no capex.

50+200=250 
We have XXX billion.

Let's be nice and assume they make the best robots in the world that take the US market. We add XX billion.

This makes us XXX billion versus XXX billion: XX% decrease in the most optimistic scenario.

Price action:

The price was also falling slowly since the tech bubble from 2021 until 2024. -50%.

The only thing that made the stock rebound was when Musk became friends with the president of the USA who would give him a lot of super corruption powers. This hope is over.

The bubble gently descends.

I think we're going to the Tesla crash

Avoid


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**Related Topics**
[robot](/topic/robot)
[stocks](/topic/stocks)
[$tsla](/topic/$tsla)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

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