WendyOneP
04-27

$Tesla Motors(TSLA)$ While Tesla's Robotaxi news is exciting, betting on a straight path to $300 might be premature. Here's the other side:

  1. Regulatory Uncertainty: Full approval for fully autonomous taxis could take years, not months. Different states and countries have strict and inconsistent rules. This delay would push revenue expectations further out.

  2. Execution Risks: FSD has seen delays before. Perfecting full autonomy is incredibly complex, and any missteps or accidents could severely damage Tesla’s credibility.

  3. Valuation Concerns: Even today, Tesla is priced for perfection. Adding Robotaxi revenue is exciting, but if timelines slip, the stock could face serious multiple compression before any gains happen.

  4. Competition is Rising: Companies like Waymo, Cruise, and even Chinese players are aggressively expanding. Tesla won’t be alone in the autonomous race.

Robotaxi could eventually boost Tesla, but the path is full of landmines. $300 might happen — but not as fast or smoothly as bulls hope.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • vchong8
    04-28
    vchong8
    Well said. Tesla is priced for perfection. Up till now, it's mainly promises, the heralded robotaxis were supposed to be driverless Cybercabs, now everyone is excited by Waymo level trials for regulatory approval and in car drivers, I doubt it will happen before 2027 given Tesla's reliance on cameras only FSD. Chinese EV makers and system providers like Pony AI and Weride and leading the way but not in US
  • Merle Ted
    05-05
    Merle Ted
    it's gonna blast past $300 this week once Trump pauses tariffs with China
  • Venus Reade
    05-05
    Venus Reade
    302.80 is undeniable, but it’ll probably fall just shy of it
  • tiger_cc
    04-27
    tiger_cc
    Thanks for sharing!
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