ARKK Investment Tracker
03-19 07:13
ARKK Investment Tracker position change: Increased position in Tesla Motors by 14,190 shares, the number of shares held increased 0.85% compared to the previous period and now represents 10.59% of the total position.
TSLA
2026/03/17
USTesla Motors
SideReported Price | FilledPortfolio changes
Buy
Increase
395.56
14,190
+0.85%
Holding
Tesla Motors
TSLA at the "IV Dip": Is Robotaxi Cost Curve the Ultimate Moat?
Tesla's Implied Volatility (IV) has plunged to a 52-week low, signaling a market that has become desensitized to short-term fluctuations as all eyes remain fixed on the critical Robotaxi milestone in April.The current logical loop is crystal clear: unsupervised mileage feeds the FSD model $\rightarrow$ leading to higher penetration rates $\rightarrow$ which in turn drives cash flow recovery. Can Tesla’s cash reserves sustain the company until the Free Cash Flow (FCF) break-even point in 2027? And will FSD penetration finally reach a true inflection point this year?
Disclaimer: The content is compiled based on publicly available market information. Accuracy, timeliness, and completeness of the data are not guaranteed. It is for reference purposes only and does not constitute any investment advice.

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