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Robotaxi Promise Meets Congress — Which Risk Wins?

Tesla fell 10.80% Thursday as markets priced in potential policy and regulatory friction between Elon Musk and the new Congress. Its premium valuation also depends on Robotaxi, Optimus, and possible xAI/SpaceX synergies, magnifying political risk. Bulls cite autonomy and robotics potential; bears flag regulation, brand risk, and slowing auto growth. What could best offset the political discount: Robotaxi permits, Optimus orders, or auto cash flow?

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