Tesla skeptic turns bullish: FSD near-perfect, Cybercab lines 4x faster than Model Y
pdamodaran · x · 2026-09-06
A self-described longtime Tesla skeptic says it's time to stop betting against $TSLA, citing: FSD reaching near perfection with no major issues for months; a data center energy moat with major deals coming; Cybercab production lines running 4x faster than Model Y's, setting up a robotaxi (or compact car) tsunami; Tesla Semi improving truck owners' margins; and Optimus and Terafab as call options. He acknowledges SpaceX merger and regulatory hurdles but expects them to clear eventually.
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