Overview
- New articles highlight Tesla and Rivian as stocks that could add as much as $1 trillion in market value, with Tesla having already reached a $1 trillion valuation in the past.
- Tesla’s prior surge is tied to the Model Y’s global sales scale, which authors cite as the base it could now use to chase higher-margin software and services.
- Wedbush’s Dan Ives argues the robotaxi market could add about $1 trillion to Tesla’s value, though this remains a projection that depends on technology and approvals.
- Tesla has ended production of the Model S and Model X and plans a steering‑wheel‑free “Cybercab,” with reports saying mass production could start this year, which is still tentative.
- Rivian’s case rests on its coming R2 SUV as a lower‑priced model that could expand volume in a way similar to Tesla’s Model 3 and Model Y, a comparison the authors frame as potential rather than proven.