Nov. 6 at 4:03 PM
$ARKG Cathie Wood reiterates
$TSLA 2030 TP of
$2600 (90% of that valuation is from RoboTaxi)
Back of napkin:
Assume 3.526B shares (current) = mkt cap of
$9.17T
Assume 3.71B shares (+1% dilution) = mkt cap of
$9.65T
Current mkt cap:
$1.5T
Implies ~6x to 7x jump
Context:
$NVDA mkt cap has increased ~15x over past 5 years (Nov 2020–Nov 2025).
Out of all US-listed stocks (10K) ~532 companies have achieved >600% stock price growth over the past 5 years but only 10-15 from the S&P500
