I think it all comes down to macro. If the market is strong, the outlook for TSLA will be positive. If it weakens, the negatives will be amplified and put in the spotlight. In a supportive macro environment, I don’t see it as likely that retail will lose patience or capitulate if FSD14 reaches the point where you can text and drive, knowing it will continue to improve, and robotaxi deployment scales both with and without safety monitors. A drop into the 300s would only happen if macro takes a hit in my opinion. Obviously I could be wrong. I just view this as most probable
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Maurice Bertie·2025-11-10Strong macro + FSD14 = TSLA rallies,no capitulation here!LikeReport
- blinki·2025-11-09你对宏观影响的看法是正确的LikeReport
- Norton Rebecca·2025-11-10Betting TSLA holds above 300s!LikeReport
