According to Sawyer Merritt, Bank of America has increased its Tesla price target to $471, highlighting that AI-powered segments now dominate Tesla's valuation. The report finds that Tesla's core automotive business accounts for only 12% of its total value, while AI-driven robotaxi services represent 45%, Full Self-Driving (FSD) systems 17%, and the Optimus AI robot 19%. These figures signal a significant shift in market perception towards Tesla's AI and autonomous technology business lines, underscoring the expanding business opportunities in autonomous vehicles, robotics, and AI-driven energy solutions (Source: Sawyer Merritt on X, Oct 29, 2025).

According to Sawyer Merritt, Tesla brought its AI-driven Cybercab and Optimus robot to Times Square, New York, during Tesla Chair Robyn Denholm's visit to the Nasdaq MarketSite studio (Source: Sawyer Merritt on Twitter, Oct 27, 2025). This public demonstration emphasizes Tesla's commitment to integrating advanced AI technology into both autonomous mobility and humanoid robotics. The Cybercab represents Tesla's push into autonomous ride-hailing services, while Optimus showcases the company's advancements in general-purpose robotics. These developments highlight significant business opportunities for AI-powered transportation and labor automation, positioning Tesla as a key player in the future of AI-driven industries.

According to Sawyer Merritt on X, Tesla Chair Robyn Denholm issued a two-page letter to shareholders warning that failing to approve Elon Musk's 2025 CEO Performance Award plan could jeopardize Tesla's AI-driven ambitions. Denholm emphasized that Musk's leadership is critical for projects like Full Self-Driving (FSD) and the Optimus humanoid robot, both of which are at the forefront of Tesla's strategy to revolutionize mobility, energy, and labor through artificial intelligence. The letter stressed that losing Musk could lead to Tesla being valued as a conventional car company rather than a transformative AI and robotics leader, potentially diminishing its market value and future business opportunities in autonomous driving and robotics sectors (Source: Sawyer Merritt on X, Oct 27, 2025).

According to Sawyer Merritt on X (formerly Twitter), Jim Cramer emphasized this week that Elon Musk’s use of AI is central to Tesla’s leadership in full self-driving technology and the emerging Robotaxi market. Cramer noted that Tesla’s price-competitive self-driving solution and anticipated relentless demand for its AI-powered 'cyber cab' position the company strongly in autonomous mobility. He further highlighted Musk’s focus on AI-powered battery technology and energy storage, which addresses the hyperscaler data center sector’s urgent energy needs. Additionally, Cramer cited Optimus, Tesla’s AI-driven humanoid robotics initiative, as a compelling business opportunity, with Musk approaching robot mass production as a startup to overcome industry obstacles. These AI advancements present significant growth avenues for Tesla beyond auto sales, particularly in robotics and energy infrastructure, according to Cramer (source: Sawyer Merritt, X/Twitter, 2024-10-26).