The self-driving story isn't j

The self-driving story isn't just back—it's finally being monetized. Wall Street has been discounting Tesla's FSD and autonomy potential for years, treating it purely as a car company. The Miami Robotaxi launch is the exact catalyst needed to permanently shift TSLA into a high-margin AI and robotics valuation. Paired with stable Q2 delivery data, the downside risk looks increasingly capped. $400 is just the floor now.

Tesla Slides Another 1.2% Monday; Who Can Stem the 2026 Downtrend?

Tesla closed down 1.22% Monday, extending its losing streak since the start of 2026. While recent sales data shows modest recovery, analysts warn of deeper margin and cash flow concerns beneath the surface; one prominent analyst nonetheless maintains a bullish 85% upside target over the next 12 months. Bulls and bears remain sharply divided between the Optimus robotics thesis and core auto fundamentals. With macro headwinds and extreme optimism coexisting, is Tesla's selloff a value trap or a mispricing?

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