Part 4/9:
Ives characterized Tesla not merely as an electric vehicle (EV) manufacturer, stating, "Calling them a car company... is an insult." He views Tesla as a disruptive technology leader, with its future increasingly tied to advancements in robotics and autonomous systems. For 2025, Ives projects a base case of $515 and a bull case of $650 for Tesla’s stock, contingent on its continued innovation and market leadership.