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10-27 21:18
Semiconductors and higher-beta growth shares were stronger. $Tesla Motors(TSLA)$ rose 5.21 per cent, Intel 4.04 per cent
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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