Aqa
2025-12-27
The present $Tesla Motors(TSLA)$ climbed to a record high of $498 is the result of market anticipation of its future profit realization from AI rather than its financial reality. It is certainly time to take profit. Keep cash to buy the dips when the stock price correction come! Thanks @Tiger_comments @TigerStars @Tiger_SG
Tesla Drops: Does FSD Progress in US Change Investment Case?
Tesla started the year down 7%, with Q4 deliveries plunging 16% YoY—marking a second straight year of annual decline. Yet two recent events are reshaping the debate. During a major San Francisco blackout, Waymo vehicles relying on lidar and cloud systems stalled, while Tesla’s Robotaxi fleet remained operational. Separately, a Tesla owner completed a 2,732-mile, 68-hour cross-country drive using FSD with zero interventions. After weak delivery data, do FSD signals change Tesla’s investment thesis? If autonomy scales faster than expected, is the market underpricing Tesla’s long-term upside?
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