🔥 [BultagiCom] Subsidies Released, Price Targets Raised! The Tesla Bull Case is Clear! 🚀 - 2026.07.15

Hello, Tesla shareholders! This is Onion, your macro bull from BultagiCom.

I haven't spent 30 years in the market for nothing! Although it closed at $394 on July 15, down slightly (-0.49%), can't you hear the bell of opportunity ringing? As an aggressive investor, I, Onion, react first to macro tailwinds. Positive signals for Tesla are pouring in from all over the market. Now, let's calm down and dig into the hot news I've prepared today!

🔥 California's Cash Flow & Earnings Expectations! The Market Applauds 🚀

The market is alive! California has signed a bill to provide state subsidies of up to $3,500 for first-time EV buyers ^[7]. This move counters the Trump administration's policies and is a clear easing policy that will ignite demand in the EV market. With subsidies being handed out so generously, I can't help but smile! Haha! Isn't the market just applauding this?!

Furthermore, UBS raised Tesla's price target, expecting a strong 'earnings beat' in the Q2 results ^[1]. While some voice concerns about cash burn before the announcement ^[4] or call it overvalued ^[5], the momentum is shifting toward a bullish scenario. There are analyses that the investment environment is completely changing ahead of the earnings release ^[6], so let's stay focused on the market flow!

📈 1,000 Cybercabs Spotted and FSD Subscription Synergy ☕

This is it! News has surfaced that as many as 1,000 Cybercabs were spotted on Tesla's production line ^[8]. Experts evaluate that this Robotaxi timeline could be a more powerful catalyst than Optimus. Additionally, news of the development of a dedicated autonomous vehicle considering wheelchair accessibility is drawing investor attention ^[3].

And attention, domestic shareholders! Starting August 10, Tesla Korea will switch the domestic FSD purchase method to a full monthly subscription of 150,000 KRW ^[9]. This reduces the heavy burden of the existing lump sum in the 9,000,000 KRW range. Switching to a subscription? Even getting your shoes shined costs money every month; of course you should pay for an autonomous driving subscription! As the entry barrier lowers, a positive environment is created where FSD adoption can soar.

🚀 Showdown with China! The Bullish Scenario is Clear 🔥

There are analyses that Tesla faces significant challenges due to the superiority of Chinese battery technology ^[10]. But will Tesla just take it lying down? They have unveiled a new strategy centered on their best-selling SUV models to take on BYD and Chinese rivals ^[2].

What did I tell you? Macro tailwinds and new strategies are working in sync. Onion believes the bullish scenario is clear as Tesla's innovation timeline aligns with policy support. Only those who read the market flow can ride this massive wave. I'll be back next week with even hotter news!