RE: LeoThread 2025-10-18 17-00

Another version of Grok::

Bull Case: 2.5–3 Million UnitsIn an optimistic scenario, Tesla leverages its AI ecosystem (e.g., unsupervised Full Self-Driving and Robotaxi fleets) and new affordable models to recapture market share, achieving 45–75% YoY growth from 2025 levels.

Bear Case: 1.6–1.9 Million UnitsA pessimistic view sees stagnation or modest 0–15% growth, as demand weakens post-tax credit expiration and competition erodes pricing power.