Wedbush's Ives on $1,400 TSLA Target

The transcript discusses Tesla's strong market position and growth potential, particularly in China, as part of a global green wave. It explores the competitive landscape of the EV market, highlighting the roles of companies like RIVIAN, Lucid, and NEO. The importance of infrastructure development, such as charging stations, is emphasized for the growth of EV adoption in the US. Additionally, the potential impact of Apple's entry into the EV market is considered, with speculation on partnerships with existing automakers.

What is the expected market share of Tesla in the EV market over the next decade?

• 4 trillion

• 3 trillion

• 2.5 trillion

• 1 trillion

Which companies are mentioned as potential competitors to Tesla in the EV market?

• Hyundai, Kia, Subaru

• BMW, Mercedes, Audi

• Toyota, Honda, Nissan

• RIVIAN, Lucid, NEO

What is a significant challenge for EV adoption in the US according to the discussion?

• High cost of EVs

• Lack of charging infrastructure

• Limited EV models

• Low consumer interest

By what year does the US aim to have 500,000 charging stations?

• 2025

• 2040

• 2030

• 2035

What is Apple's potential strategy for entering the EV market?

• Acquiring a major car company

• Building its own cars independently

• Focusing solely on software development

• Partnering with existing car manufacturers