Bullish AI-stock thesis says Tesla robotaxis could reach $50B EBIT at scale

JOBhakdi · x · 2026-07-21

A long bullish take on AI stocks argues that the market is still underpricing the long-term AI trade:

Tesla: robotaxis could generate $20k–$50k margin per vehicle per year at scale, implying roughly $50B EBIT with 1M robotaxis.
Micron (MU): seen as dramatically undervalued, with HBM supply bottlenecks expected to last 2–3 years but not beyond 5 years.
SPCX: expected to keep facing selling pressure, though the author thinks it may bottom in Q4 2026 and could add $10B–$20B EBIT run-rate via Colossus 2/3.
Nvidia: described as the uncontested GPU leader with long runway and 25%–30% annual returns possible.
Meta and the big cloud names (AMZN, MSFT, GOOG) are framed as solid AI bets, but with less upside than the more leveraged names.

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