The reality as I see it now is

The reality as I see it now is that TSLA's robotaxi rollout is on track, with public launches and regulatory approvals.

Short-term regulatory and competitive hiccups in the robotaxi business are rather immaterial so long as TSLA progresses toward the end goal of unlocking this trillion dollar opportunity.

The Q3 print may have automotive margins pressure which is likely to continue into Q4 as EV credits fall off. But again, don't focus too much on the automotive business.

TSLA stock's valuations make sense if we look at the value potential in robotaxis and humanoid robots. The technicals also align bullish.

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?

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