Cory2
07-22

I speculated under 5% bullish with $Tesla Motors(TSLA)$  and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of $Tesla Motors(TSLA)$  thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...

45 Cybercabs on the Road — Enough to Justify a $1.49 Trillion Autonomy Narrative?
Tesla rose 5.42%, then flat after hours: the session priced the launch, the after-hours the reality. Cybercab began carrying passengers in Austin with no wheel or pedals, invite-only, 45 cars; regulators opened a safety review. Waymo opened paid service in three cities the same day. Tesla is ~$1.49tn at ~350x, down 16% YTD, on 45 cars of proof. Bulls: demo-to-passengers is the threshold, owner-operators scale it without capex. Bears: 45 is nowhere near profitable, and a formal probe takes the timeline out of Tesla's hands. Tesla on miles driven, Waymo on paid cities, or wait on the regulator?
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