Elon Musk Ally Jason Calacanis Targets 40% Tesla Rally — But His Nearly $1M Uber Bet Aims Higher

Yahoo Finance · 2026-10-27

Early Uber Technologies investor Jason Calacanis has deployed $2.24 million across Tesla, Uber, and Netflix shares over the past two weeks. He acquired 3,000 Tesla shares at $357, setting a $500 target that implies a 40% upside, and 15,000 Uber shares at $65 for $975,000, targeting $120 for an 85% gain. Additionally, he purchased 3,000 Netflix shares at $63 with a $90 target indicating 43% potential growth. Calacanis envisions a driverless vehicle landscape where Tesla captures 40%, Uber and partners secure 35%, and Waymo claims 15%. He also anticipates industry consolidation within 24 months, predicting that smaller players like Lucid Group and Rivian Automotive could be acquired.

AI 시장 분석

Renowned investor Jason Calacanis invested a total of $2.24 million in Tesla, Uber, and Netflix stock, projecting upside potential of 40%, 85%, and 43% respectively. He specifically predicted that Tesla and Uber would capture 80% of the autonomous driving market, raising expectations for the mobility and autonomous driving sectors. Investors need to pay attention to the future commercialization speed of autonomous driving and mergers and acquisitions (M&A) movements among companies.

상승 영향

Electric Vehicles — Investment sentiment is expected to improve as Jason Calacanis purchased $1.07 million worth of Tesla stock, set a target price of $500, and projected a 40% upside.

DYAX 전담 분석

Calacanis's large-scale purchase of autonomous driving-related stocks is directly stimulating the growth potential of the mobility market and expectations for future mergers and acquisitions (M&A). Tesla (TSLA) received a purchase of $1.07 million with a $500 target price, projecting a 40% upside, while Uber (UBER) received a purchase of $975,000 with a $120 target price, projecting a high upside potential of 85%.

In the bullish scenario, rapid growth in the autonomous driving market and accelerated M&A of related companies such as Lucid and Rivian will act as strong momentum for related stock prices. On the other hand, in the bearish scenario, target achievement could be delayed due to regulatory risks and delays in technology commercialization, and investors should monitor autonomous driving mileage data and partnership progress as key indicators.

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DYAX Investor Sentiment

Bullish (Long) 40% · Bearish (Short) 60%

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