Uploaded May 2026 | Updated September 2026, 2 weeks ago
Piper Sandler's new Definitive Guide to Investing in Tesla says that with the stock in the 450s, you're getting Optimus for free and that by 2045, robotaxi rides will drive 45% of revenue and almost half of all profit.
Today, Piper's Alex Potter joins us to defend the call, walk through his seventeen-business model, and answer the question every Tesla bull wants asked.
Alex Potter: pipersandler.com/about/people/alexander-potter
Definite Guide to Investing in Tesla REPORT: drive.google.com/file/d/1tfZEw-qjn5T6p0LxAmpOE-cIsv6TjC9-/view?usp=sharing
Cyberbulls E193
The Bulls:
Herbert Ong @herbertong
Jeff Lutz @thejefflutz
Alexandra Merz @TeslaBoomerMama
Alex Potter
Some viewers ask where they can learn more about investing in AI, Space and Robotics. Reach out to me here:
https://forms.gle/T5BgT11s1ucLQsebA
NOTE: I’m not involved in offering investments and don’t provide advice. But for general informational purposes, I can share the names of independent firms people can research on their own.
00:00 Investors And Merger Thesis
02:57 Why Optimus Is Excluded
06:40 Robotaxi Model Overhaul
11:38 Fleet Scale And Economics
14:07 FSD Subscriptions As TaaS
22:47 China And Geopolitics Risks
30:21 Model Surprises And Timelines
39:26 How Analysts Really Think
42:16 Valuation Assumptions Reality
53:26 Vertical Integration Explained
01:01:22 Governance Voting Risks
01:07:48 China Robotics Geopolitics
01:18:40 China Supply Chain Long Game
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
Piper Sandler's new Definitive Guide to Investing in Tesla says that with the stock in the 450s, you're getting Optimus for free and that by 2045, robotaxi rides will drive 45% of revenue and almost half of all profit.
Today, Piper's Alex Potter joins us to defend the call, walk through his seventeen-business model, and answer the question every Tesla bull wants asked.
Alex Potter: pipersandler.com/about/people/alexander-potter
Definite Guide to Investing in Tesla REPORT: drive.google.com/file/d/1tfZEw-qjn5T6p0LxAmpOE-cIsv6TjC9-/view?usp=sharing
Cyberbulls E193
The Bulls:
Herbert Ong @herbertong
Jeff Lutz @thejefflutz
Alexandra Merz @TeslaBoomerMama
Alex Potter
Some viewers ask where they can learn more about investing in AI, Space and Robotics. Reach out to me here:
https://forms.gle/T5BgT11s1ucLQsebA
NOTE: I’m not involved in offering investments and don’t provide advice. But for general informational purposes, I can share the names of independent firms people can research on their own.
00:00 Investors And Merger Thesis
02:57 Why Optimus Is Excluded
06:40 Robotaxi Model Overhaul
11:38 Fleet Scale And Economics
14:07 FSD Subscriptions As TaaS
22:47 China And Geopolitics Risks
30:21 Model Surprises And Timelines
39:26 How Analysts Really Think
42:16 Valuation Assumptions Reality
53:26 Vertical Integration Explained
01:01:22 Governance Voting Risks
01:07:48 China Robotics Geopolitics
01:18:40 China Supply Chain Long Game
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
