THENPATH SCENARIOS

Make the market’s assumptions
measurable.

Change the assumptions. See what the stock could be worth.

TSLA Tesla

What could Tesla
be worth by 2030?

Explore an illustrative 2030 operating model.
Vehicles. Energy. Robotaxi. Your assumptions.

Explore the model
NVDA NVIDIA

How much AI growth
is already priced in?

Explore what NVIDIA could be worth in 1 year.
AI chips sold. Revenue per chip. Your assumptions.

Explore the model
BABA Alibaba

Can AI cloud outrun
the subsidy war?

Explore what Alibaba could be worth in 1 year.
Cloud. Commerce. Chips. Every instant-retail order.

Explore the model
AVGO Broadcom

How far can
AI revenue take Broadcom?

Explore what Broadcom could be worth in 1 year.
AI revenue. Non-AI growth. Operating margin.

Explore the model

Assumption-based scenarios. Not forecasts or investment recommendations.