🚨 The "Android Moment" for Robotaxis? Why Nvidia Thor is Tesla’s Biggest Nightmare Is the "Winner-Takes-All" thesis for Tesla ($TSLA) officially dead? That is the multi-billion dollar question shaking out weak hands today. While Elon Musk brushed off the threat on X, the market voted with its feet, dragging Tesla down 4% while Mercedes-Benz and BYD caught a bid. Here is the brutal reality check: For five years, the bull case for Tesla has been that they are the only ones with the data, the silicon (Dojo), and the fleet. But at CES, Jensen Huang didn’t just unveil a chip. He handed a nuclear weapon—the Nvidia Thor platform—to Tesla’s enemies. We are no longer looking at Tesla vs. "Legacy Auto." We are looking at Tesla vs. The Nvidia Ecosystem. And historically, betting against an ecosystem

1. How to view Tesla’s FSD today Tesla’s Full Self-Driving is best understood as a highly advanced driver-assistance system, not yet a true autonomous solution. Strengths Industry-leading real-world data advantage, measured in billions of driven miles Strong end-to-end neural network architecture Rapid iteration speed via over-the-air updates Clear long-term ambition to remove human supervision Structural limitations Camera-only approach increases edge-case risk No redundancy via lidar or radar, which regulators favour Still requires driver supervision in all jurisdictions Safety validation remains statistical rather than deterministic In short, FSD is technically impressive but commercially premature. Its value today lies more in optionality than realised autonomy revenue. 2. Is NVIDIA Th

I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

(1) Tesla's FSD still remains the market leader in consumer-available technology & recently won the Best Tech 2026 for driver assistance systems due to its vast utility on both city and highway roads. So yes, this trend seems real and also depends on how unsupervised FSD in select earmarked areas in 2026 performs.  (2) again yes, NVIDIA's DRIVE Thor platform could be a direct challenge to Tesla's robotaxi ambitions, though the two companies operate on very different business models. The technological threat is quite material. Musk has obviously downplayed this as a near-term threat, suggesting legacy automakers will take several years to integrate such chips at scale, placing the real competitive pressure 5–6 years out. So let us be patient. (3) Depends! Are you a bull?: if y

1. Strong December Sales, But Mixed Full-Year Performance Tesla China’s December 2025 wholesale figures of 97,171 vehicles represent one of its highest monthly totals on record, and year-on-year retail sales were also reported as positive, growing around 13 per cent in December. This suggests a meaningful year-end rebound in demand and supports the view that Tesla’s Chinese operations retain resilience in a highly competitive market.  However, over the full year, China shipments declined by about 7 per cent compared with 2024, and gains were concentrated in only a few months. This has led to Tesla being overtaken by domestic rival BYD as the world’s largest EV seller in 2025, reflecting intensifying competition particularly at the more affordable end of the market.  The stock’s r

The market is celebrating Tesla's 3% pop on strong China numbers. That reaction is understandable, but incomplete. Yes, the China Passenger Car Association (CPCA) data matters. But the real signal is not volume. It is strategic leverage. China is quietly becoming Tesla's most important AI and autonomy proving ground. And that changes the long-term valuation math. The Headline Everyone Sees: China Deliveries Are Back December 2025 numbers surprised to the upside: 97,171 wholesale units, a new monthly record +11% month-on-month Estimated 94,000 retail sales, up 13% year-on-year This confirms two things: Tesla demand in China is stabilising despite intense local competition Price cuts have already done their job — elasticity is improving But here is the key insight: volume alone does not just

$Tesla Motors(TSLA)$ Buckle up, folks! Tesla's shares just blasted off with a sizzling 3% leap, fueled by blockbuster December 2025 numbers from the China Passenger Car Association. We're talking a jaw-dropping 97,171 vehicles wholesaled – that's the second-highest monthly haul ever for Tesla China! 😎 This beast of a performance cranked up 11% from November and flexed a 13% year-over-year sales spike to around 94,000 units. Even with a full-year dip of about 5-7% to 625,000-851,732 vehicles amid fierce EV rivalries, this late-year surge screams resilience and dominance in the world's biggest electric playground. 🌏💥 But wait, there's more rocket fuel in the tank! Full Self-Driving (FSD) is gearing up to transform Tesla's fate in China. Partial appr

🚀 Tesla’s China "God Mode" Unlocked: Why $450 Might Just Be the Launchpad The narrative just shifted. The bears said "Demand is Dead." Tesla just dropped a 97k unit hammer to prove them wrong. Tesla’s stock ($TSLA) is currently fighting a massive battle at the $450 level, but the ammunition just arrived. The China Passenger Car Association (CPCA) released December 2025 data, and it’s not just "good"—it is historically significant. 97,171 wholesale units. That is an all-time record for Giga Shanghai. While retail traders are celebrating the headline, smart money is looking deeper at Efficiency, FSD Implications, and the Technical Breakout. Here is the deep dive on why this data print changes the Q1 2026 thesis. 1️⃣ The "Demand Cliff" Myth is Busted For the last two years, the loudest bear c

From my point of view, Tesla's 3% jump following the CPCA data reinforces how critical China remains to Tesla's growth narrative. Deliveries approaching 100,000 units in a single month, alongside double-digit year-on-year growth, signal that Tesla is still highly competitive despite an increasingly crowded EV market. In an environment where many EV makers are struggling with demand and pricing pressure, this level of volume resilience stands out. What I find particularly encouraging is that this growth comes amid intense local competition and ongoing price wars. Tesla's ability to grow deliveries while maintaining brand strength suggests its cost structure, manufacturing efficiency, and pricing strategy are still effective in China. The Shanghai Gigafactory continues to be a strategic asse

Based on the available data, Tesla's (TSLA.US) recent stock performance and strategic focus in China, particularly on AI and Full Self-Driving (FSD) technology, are indeed central topics for market participants.  Stock Performance and Catalysts Tesla's stock price rose 3.10% on January 5, 2026, closing at $451.67. This followed a period of volatility, with the stock reaching an intraday high of $498.83 in December 2025 before a year-end pullback. The immediate catalyst for the early January gain appears to be positive sentiment, though the provided datasets do not contain the specific December 2025 China sales figures mentioned in the user's query. Available news indicates the market was anticipating Q4 2025 delivery data, with a focus on Robotaxi progress rather than just d

Tesla $Tesla Motors(TSLA)$  $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$   jumped more than 3% after the latest CPCA data, and in my view this move is more than just a short-term reaction. December 2025 wholesale volumes of 97,171 units — a new monthly record — signal that Tesla China is regaining momentum at a time when many still question demand sustainability in the EV space. An 11% month-on-month increase and roughly 13% year-on-year growth in estimated sales tell me that Tesla's pricing strategy and product competitiveness are still working in the world's most competitive EV market. What stands out to me is that this strengt

$Tesla Motors(TSLA)$ Q4 delivery miss drives annual sales down 8.5% amid EV competition. So can Tesla keep up with the competition from legacy automakers releasing cheaper EVs and expired federal incentives. In this article, we would like to look at the current, evidence-based view of what’s happening at Tesla and what it could mean for its ability to compete in the EV market and for TSLA stock going forward: What Happened: Tesla’s Q4 & 2025 Delivery Results Tesla’s delivery report showed: 418,227 vehicles delivered in Q4 2025, a year-over-year decline of about 15–16 percent and below Wall Street consensus expectations. Full-year 2025 deliveries were ~1.64 million, down ~8.5 percent from 2024 — marking the second consecutive annual sales decli

It's really interesting option scew on Tesla right now, everyone is trading far OTM options with puts leading volume by far

📈 1) Short-Term Sentiment Shift A 3% rise in Tesla’s stock typically reflects improved investor sentiment on that day. It could signal that traders feel more optimistic about the company’s prospects, broader tech sector strength, or a favorable market environment. • Tesla often leads rallies in major indices (like Nasdaq) when tech stocks are strong.  • Analysts or traders sometimes interpret a jump like this as a “technical breakout” — where the stock crosses key price levels and triggers additional buying.  In short, a 3% jump is usually a positive short-term signal, but not necessarily confirmation of a new long-term trend on its own. ⸻ 🔑 2) Potential Catalysts Behind the Move The percentage gain itself is just the price action — the why matters: Common drivers include: ✔ Company-spec

While the number of units sold looks strong, Tesla can no longer compete while having higher retail prices, not in the China market where competitors constantly try to bring great bang for buck, all while selling a ridiculously cheap car, almost in a race to the bottom. So the numbers have improved and growth is always heartening for a brand, but the long term outlook is whether Tesla still has room to conpete in the EV field based on price (not just in China, but the world too), because they cannot only focus on 1 market (look how China is trying to infiltrate the India EV market). Tesla has obviously pivoted hard to their other newer lines, like FSD/robotaxi, although whether that has any true success because Musk insists on using pure camera vision, is another mess in its

We saw some interesting developments in 2025 with respect to $Tesla Motors(TSLA)$ - some negative and few positive too: (1) Loss of Global Lead: In 2025, Tesla officially lost its title, in a rather convincing way, as the world's top seller of battery-electric vehicles - and that surprisingly to China's BYD, which delivered 2.26 million BEVs compared to Tesla's 1.64 million. Will the tide turn in 2026? In theory it can but Tesla has some smart thinking ti do. (2) Growth Outlook: Analysts are split on 2026. While some expect a recovery driven by FSD and a potential "Robotaxi" scale-up, others remain bearish due to aging vehicle models and the expiration of U.S. federal EV tax credits. So, unless trump feels uncharacteristically

$Tesla Motors(TSLA)$ $Li Auto(LI)$  $NIO Inc.(NIO)$  2Jan26 🇺🇸|3Jan26 🇳🇿 Liquidity sweep completed. Upper range tagged near $462.50, lower range resolved near $440. Seven consecutive red sessions now on the tape, the longest losing streak since April 2024. New year, familiar $TSLA behaviour. 📊 My Daily Structure And Technical Read I’m seeing textbook momentum compression rather than structural failure. Price pushed into the upper band near $462.50 before resolving lower into the $440 liquidity pocket, completing a full range rotation. On the 4H and 30m charts, Keltner and Bollinger envelopes have compressed sharply, with price leaning against the

🌟🌟🌟The stock market has just performed my favourite magic trick: making bad news disappear with a puff of green smoke!  Tesla $Tesla Motors(TSLA)$  has just dropped its report card on deliveries and the grade was not exactly "Straight A". Q4 Deliveries : 418,227 vehicles (missed estimates of 441k) Full Year 2025: 1.64 million vehicles delivered (a decline from 1.79 million in 2024). By any conventional measure, this is bad news.  Yet Tesla is up in premarket trading? Welcome to the weird and wonderful world of market psychology where "bad news" can sometimes translates to "let the rally begin". The Chart : A Test of Conviction  The price action on the first day of trading of 2026 was volatile.&nbs

Tesla’s roughly 3.8% gain today looks driven mainly by renewed enthusiasm for its robotics/AI roadmap and supportive Wall Street/White House signals, despite weak recent EV fundamentals. Immediate catalysts today • Tesla rose about 3.8% (around 16.8 USD per share) as part of a broader move in large-cap “innovation” names, with Tesla listed among the top mega-cap gainers on the session. • The advance extended a recovery trend that started after steep EV-sales-related declines in early 2025, showing investors are still willing to buy dips as long as the long‑term story (AI, autonomy, robots) remains intact. Policy and sentiment drivers • Over the weekend, President Donald Trump publicly praised Elon Musk and highlighted Tesla’s Optimus humanoid robot and robotaxi ambitions, helping sentiment