Tesla Quick Take: 2026 Could See Unsupervised Robotaxi and FSD Launch Robotaxi and FSD largely support $Tesla Motors(TSLA)$  's current high valuation. Here's an update on Tesla's latest operational status. Robotaxi Current Operations: 1. Tesla Robotaxi has a pricing advantage over Waymo: Tesla Robotaxi initially charged a fixed fare of $4.20 per trip, later adjusted to $6.90 for an expanded service area. The latest pricing model has gradually shifted to dynamic pricing, about $1.5 per mile. In comparison, Waymo's pricing in San Francisco and Phoenix is about $2.5 per mile, reaching over $3 per mile during peak hours. 2. Tesla Robotaxi operations are currently limited to Austin, Texas, and the San Francisco Bay

$Tesla Motors(TSLA)$  $NVIDIA(NVDA)$  $Alphabet(GOOGL)$   08Jan26 🇺🇸|09Jan26 🇳🇿 New high of the day printed early, steady buying from the open with price holding above intraday VWAP as consolidation tightens. +$12 off the low today. No new “good news.” No sentiment shift. Buyers showed up anyway. Price first. Narratives later! I’m tracking $TSLA through a very deliberate consolidation phase where price, flow, and narrative are lining up again after two weeks of sequential decline. This is not disorderly selling. This is digestion. 📊 My Daily Structure

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$NVIDIA(NVDA)$ 's Drive Thor platform is emerging as a formidable competitor to $Tesla Motors(TSLA)$'s Full Self-Driving (FSD) system, though the two differ fundamentally in their target market and technological approach. Tesla offers a direct-to-consumer FSD product, while Nvidia provides an autonomous driving platform for other automakers to integrate into their own vehicles. In this article, we would like to look at a comprehensive, business-oriented assessment of whether Nvidia’s Drive Thor platform could meaningfully challenge or even derail Tesla’s Robotaxi vision — with a focus on how the two approaches differ fundamentally in market strategy, technological architecture, and competitive advantages.

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  Why sentiment, structure, and long-dated options are telling two very different stories I’m looking at $TSLA the same way I always have, by separating opinion from positioning and narrative from capital. The downgrade noise is loud, but the tape is louder. 📉 Analyst pessimism versus what price is actually doing GLJ Research raising its Tesla price target to $25.28 from $19.05 while reiterating a Sell borders on satire. A $6 increase that still implies a near-total collapse from ~$437 tells me this is less about updated math and more about anchoring. The justification, Q4 delivery mix

Markets are quietly telling two stories at once: the labor data is cooling just enough to keep the Fed cautious, while capital is still sprinting toward AI infrastructure where demand is structural, not cyclical. Near term, geopolitics and rates drive volatility; long term, compute, storage, and energy efficiency decide the winners. January strength looks less like speculation and more like positioning for where growth is actually being built.

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🚨 The "Android Moment" for Robotaxis? Why Nvidia Thor is Tesla’s Biggest Nightmare Is the "Winner-Takes-All" thesis for Tesla ($TSLA) officially dead? That is the multi-billion dollar question shaking out weak hands today. While Elon Musk brushed off the threat on X, the market voted with its feet, dragging Tesla down 4% while Mercedes-Benz and BYD caught a bid. Here is the brutal reality check: For five years, the bull case for Tesla has been that they are the only ones with the data, the silicon (Dojo), and the fleet. But at CES, Jensen Huang didn’t just unveil a chip. He handed a nuclear weapon—the Nvidia Thor platform—to Tesla’s enemies. We are no longer looking at Tesla vs. "Legacy Auto." We are looking at Tesla vs. The Nvidia Ecosystem. And historically, betting against an ecosystem

I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

1. How to view Tesla’s FSD today Tesla’s Full Self-Driving is best understood as a highly advanced driver-assistance system, not yet a true autonomous solution. Strengths Industry-leading real-world data advantage, measured in billions of driven miles Strong end-to-end neural network architecture Rapid iteration speed via over-the-air updates Clear long-term ambition to remove human supervision Structural limitations Camera-only approach increases edge-case risk No redundancy via lidar or radar, which regulators favour Still requires driver supervision in all jurisdictions Safety validation remains statistical rather than deterministic In short, FSD is technically impressive but commercially premature. Its value today lies more in optionality than realised autonomy revenue. 2. Is NVIDIA Th

$Tesla Motors(TSLA)$ $Li Auto(LI)$  $NIO Inc.(NIO)$  2Jan26 🇺🇸|3Jan26 🇳🇿 Liquidity sweep completed. Upper range tagged near $462.50, lower range resolved near $440. Seven consecutive red sessions now on the tape, the longest losing streak since April 2024. New year, familiar $TSLA behaviour. 📊 My Daily Structure And Technical Read I’m seeing textbook momentum compression rather than structural failure. Price pushed into the upper band near $462.50 before resolving lower into the $440 liquidity pocket, completing a full range rotation. On the 4H and 30m charts, Keltner and Bollinger envelopes have compressed sharply, with price leaning against the

$Tesla Motors(TSLA)$ Bullish $Taiwan Semiconductor Manufacturing(TSM)$ Bullish $NVIDIA(NVDA)$ Bullish 31Dec25 🇺🇸 | 01Jan26 🇳🇿  I’m calling this market exactly as it traded, not as it was supposed to. The Grinch is no longer stealing Christmas, he’s cancelling it. The Santa Rally script failed, volatility took control, and $TSLA became the clearest expression of a regime shift that punished complacency and rewarded structure. That Grinch board isn’t satire. It’s a ledger. Happy New Year to all Tigers and traders 🎆 I’m stepping into 2026 focused on discipline, data, and positioning, not folklore. 🎅❌ Santa Rally Failure: When the Grinch

$Tesla Motors(TSLA)$ $NIO Inc.(NIO)$ Bullish $Intel(INTC)$ Bullish 29 Dec 2025 🇺🇸 | 30 Dec 2025 🇳🇿 I’m not reading this $TSLA pullback as failure. I’m reading it as repricing. The daily gap is now fully closed, downside liquidity has been harvested, and the market is being forced to decide how much of Tesla’s 2026 autonomy, robotics, and energy roadmap it wants to capitalise today, rather than debate near-term delivery noise. 🧠 Daily structure, what actually matters I’m seeing a textbook daily reset, not a breakdown. • The gap below has been fully filled, removing downside magnetism • A clean gap remains overhead, leaving unfinished business ab

1. Strong December Sales, But Mixed Full-Year Performance Tesla China’s December 2025 wholesale figures of 97,171 vehicles represent one of its highest monthly totals on record, and year-on-year retail sales were also reported as positive, growing around 13 per cent in December. This suggests a meaningful year-end rebound in demand and supports the view that Tesla’s Chinese operations retain resilience in a highly competitive market.  However, over the full year, China shipments declined by about 7 per cent compared with 2024, and gains were concentrated in only a few months. This has led to Tesla being overtaken by domestic rival BYD as the world’s largest EV seller in 2025, reflecting intensifying competition particularly at the more affordable end of the market.  The stock’s r

$Tesla Motors(TSLA)$ Q4 delivery miss drives annual sales down 8.5% amid EV competition. So can Tesla keep up with the competition from legacy automakers releasing cheaper EVs and expired federal incentives. In this article, we would like to look at the current, evidence-based view of what’s happening at Tesla and what it could mean for its ability to compete in the EV market and for TSLA stock going forward: What Happened: Tesla’s Q4 & 2025 Delivery Results Tesla’s delivery report showed: 418,227 vehicles delivered in Q4 2025, a year-over-year decline of about 15–16 percent and below Wall Street consensus expectations. Full-year 2025 deliveries were ~1.64 million, down ~8.5 percent from 2024 — marking the second consecutive annual sales decli

🌟🌟🌟The stock market has just performed my favourite magic trick: making bad news disappear with a puff of green smoke!  Tesla $Tesla Motors(TSLA)$  has just dropped its report card on deliveries and the grade was not exactly "Straight A". Q4 Deliveries : 418,227 vehicles (missed estimates of 441k) Full Year 2025: 1.64 million vehicles delivered (a decline from 1.79 million in 2024). By any conventional measure, this is bad news.  Yet Tesla is up in premarket trading? Welcome to the weird and wonderful world of market psychology where "bad news" can sometimes translates to "let the rally begin". The Chart : A Test of Conviction  The price action on the first day of trading of 2026 was volatile.&nbs

🚀 Tesla’s China "God Mode" Unlocked: Why $450 Might Just Be the Launchpad The narrative just shifted. The bears said "Demand is Dead." Tesla just dropped a 97k unit hammer to prove them wrong. Tesla’s stock ($TSLA) is currently fighting a massive battle at the $450 level, but the ammunition just arrived. The China Passenger Car Association (CPCA) released December 2025 data, and it’s not just "good"—it is historically significant. 97,171 wholesale units. That is an all-time record for Giga Shanghai. While retail traders are celebrating the headline, smart money is looking deeper at Efficiency, FSD Implications, and the Technical Breakout. Here is the deep dive on why this data print changes the Q1 2026 thesis. 1️⃣ The "Demand Cliff" Myth is Busted For the last two years, the loudest bear c

$Tesla Motors(TSLA)$ Bullish $NVIDIA(NVDA)$ Bullish $Alphabet(GOOGL)$ Bullish  23Dec25 🇺🇸|24Dec25 🇳🇿 📊 Price Behaviour, Structure, And The Battle Zone Price action opened exactly how late-stage momentum names often do. Up $2.50, down $2.50, then back to flat within the first 15 minutes. That tells me liquidity is deep and two-sided, not thin or emotional. Despite printing a fresh all-time high yesterday, TSLA failed to secure a new high daily close. That failure matters. Near-term structure requires $487 and $485.50 to hold, with clearly defined resistance at $489.88. This is not noise. This is a well-defined battle zone where suppl