Cory2
07-22

I speculated under 5% bullish with $Tesla Motors(TSLA)$  and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of $Tesla Motors(TSLA)$  thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...

Robotaxi Promise Meets Congress — Which Risk Wins?
Tesla fell 10.80% Thursday as markets priced in potential policy and regulatory friction between Elon Musk and the new Congress. Its premium valuation also depends on Robotaxi, Optimus, and possible xAI/SpaceX synergies, magnifying political risk. Bulls cite autonomy and robotics potential; bears flag regulation, brand risk, and slowing auto growth. What could best offset the political discount: Robotaxi permits, Optimus orders, or auto cash flow?
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