Why I am Avoiding TSLA?
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Why I am avoiding $Tesla Motors(TSLA)$ :
TSLA bull thesis was based on two assumptions:
TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years.
We see that this is not going to happen.
The structure in both industries are evolving similar to computers: A dominant operating system provider with several OEMs.
It's clear that $NVIDIA(NVDA)$ intends to be that operating system provider in both industries and OEMs are ready to build on its infrastructure.
$General Motors(GM)$ is already collaborating with NVDA on autonomy and there are formidable competitors in humanoid robots like Figure AI and Boston Dynamics.
Though autonomy and humanoid robots are going to be giant markets, it's very unlikely that TSLA will collect monopoly rents from them.
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