On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics.
That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is upside rather than a base case due to regulatory hurdles. Overall, I remain bullish into 2026, with execution being the real test, and I’m watching real-world rollout data more closely than short-term price action.
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.
- Valerie Archibald·12-19 12:27TOPIn Jan. ER report, one will see that Tsla last season is minus profit and very little cash. Its guidance is to close every factory and develop space charging and robots(Humanoid). Musk still want his 1 trillion dollar bonus.1Report
- Enid Bertha·12-19 12:31TOPMusk has a declining car company with an inflated multiple that will sink just like DeLorean did. The fad is over. Real auto companies will prevail.1Report