Warzypants
07-10

For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. So sell at your peril!

Tesla Rallies While SPCX Slips — Is Robotaxi Doing the Heavy Lifting?
Tesla rose 5.21% Monday while SPCX fell 0.40%, as investors favored Tesla’s higher-beta profile. ARK’s long-term model targets about $4,400 per share by 2031, with roughly 80% of enterprise value tied to Robotaxi. Bulls see future Robotaxi cash flow funding Optimus and AI infrastructure; bears flag execution, regulatory, and capex risks. What operating milestone would make Robotaxi an earnings asset rather than a distant option?
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