ARK's new Tesla model sees AI spend growing from $7B to $225B in 2031 valuation
DMaguireARK · x · 2026-11-06
ARK Invest published an updated 2031 Tesla valuation, headlined by the claim that Tesla's AI spend could grow from $7B to $225B. Analysts Tasha Keeney and David Maguire walk through what changed versus their prior 2029 valuation model and why. The post itself is a video pointer; the specific assumptions live in the video.
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