🚗💨 $Tesla Motors(TSLA)$ Robo-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🚗💨 $Tesla Motors(TSLA)$ Robotaxi: Inflection Point or Just More Hype?

Wall Street's pivot is notable — when both Goldman and Morgan Stanley reaffirm their bullish stance, it's not just noise. The $800 bull-case price tag reflects growing confidence that Tesla's robotaxi isn't just a moonshot, but a monetisable business line with network effects and recurring revenue potential.

📈 Robotaxi = Platform Transition, Not Just a Product

This isn't about selling more cars — it's about Tesla transforming into a mobility service provider. That shift can unlock margins closer to tech platforms than auto OEMs. If they can show working deployment in Austin with regulatory clarity, it's a strong proof-of-concept moment.

🌪️ Politics: Still a Cloud Overhead

The Musk-Trump drama might have cooled, but policy volatility remains a risk. EV subsidies, union policy, and China trade exposure could all affect margins and sentiment. Any hint of renewed conflict or policy threats could weigh on the stock — even if fundamentals remain intact.

🎯 Positioning Strategy

My view: Accumulate on weakness below $280, trim above $350 short-term.

Longer-term target remains $650–700, if robotaxi ramps in 2026+

Near-term catalyst: market reception at launch event + delivery updates

Tesla remains volatile — but risk-adjusted, the robotaxi reveal could be this cycle's upside surprise.

Tesla From Bad To Worse: Where's the Bottom?

Tesla is facing an unprecedentedly difficult period. The company's revenue and profit for the last quarter came in slightly below expectations, and free cash flow dropped significantly. Elon Musk and CFO Vaibhav Taneja stated that Tesla is facing challenges from rising tariff costs and the expiration of federal EV tax credits. As a result, Tesla's stock fell more than 4% in after-hours trading and has dropped 18% year-to-date. Revenue -12% Y/Y to $22.5 billion ($0.4 billion beat). Gross margin 17% (-1pp Y/Y). Operating margin 4% (-2pp Y/Y). Non-GAAP EPS $0.40 (in-line).

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

Kristina_
06-11
Kristina_
Totally agree — robotaxi isn’t just hype this time. If Tesla nails the platform angle, we’re looking at a whole new margin story. I’m holding long, and any dip under $280 is just a loading zone. 🔋📈
sadsam
06-11
sadsam
Exciting potential

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Any hint of renewed conflict or policy threats could weigh on the stock — even if fundamentals remain intact.</p>\n<p>🎯 Positioning Strategy</p>\n<p>My view: Accumulate on weakness below $280, trim above $350 short-term.</p>\n<p>Longer-term target remains $650–700, if robotaxi ramps in 2026+</p>\n<p>Near-term catalyst: market reception at launch event + delivery updates</p>\n<p>Tesla remains volatile — but risk-adjusted, the robotaxi reveal could be this cycle's upside surprise.</p></body></html>","htmlText":"<html><head></head><body><p>🚗💨 <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Robotaxi: Inflection Point or Just More Hype?</p>\n<p>Wall Street's pivot is notable — when both Goldman and Morgan Stanley reaffirm their bullish stance, it's not just noise. The $800 bull-case price tag reflects growing confidence that Tesla's robotaxi isn't just a moonshot, but a monetisable business line with network effects and recurring revenue potential.</p>\n<p>📈 Robotaxi = Platform Transition, Not Just a Product</p>\n<p>This isn't about selling more cars — it's about Tesla transforming into a mobility service provider. That shift can unlock margins closer to tech platforms than auto OEMs. If they can show working deployment in Austin with regulatory clarity, it's a strong proof-of-concept moment.</p>\n<p>🌪️ Politics: Still a Cloud Overhead</p>\n<p>The Musk-Trump drama might have cooled, but policy volatility remains a risk. EV subsidies, union policy, and China trade exposure could all affect margins and sentiment. Any hint of renewed conflict or policy threats could weigh on the stock — even if fundamentals remain intact.</p>\n<p>🎯 Positioning Strategy</p>\n<p>My view: Accumulate on weakness below $280, trim above $350 short-term.</p>\n<p>Longer-term target remains $650–700, if robotaxi ramps in 2026+</p>\n<p>Near-term catalyst: market reception at launch event + delivery updates</p>\n<p>Tesla remains volatile — but risk-adjusted, the robotaxi reveal could be this cycle's upside surprise.</p></body></html>","text":"🚗💨 $Tesla Motors(TSLA)$ Robotaxi: Inflection Point or Just More Hype? Wall Street's pivot is notable — when both Goldman and Morgan Stanley reaffirm their bullish stance, it's not just noise. The $800 bull-case price tag reflects growing confidence that Tesla's robotaxi isn't just a moonshot, but a monetisable business line with network effects and recurring revenue potential. 📈 Robotaxi = Platform Transition, Not Just a Product This isn't about selling more cars — it's about Tesla transforming into a mobility service provider. That shift can unlock margins closer to tech platforms than auto OEMs. If they can show working deployment in Austin with regulatory clarity, it's a strong proof-of-concept moment. 🌪️ Politics: Still a Cloud Overhead The Musk-Trump drama might have cooled, but policy volatility remains a risk. EV subsidies, union policy, and China trade exposure could all affect margins and sentiment. Any hint of renewed conflict or policy threats could weigh on the stock — even if fundamentals remain intact. 🎯 Positioning Strategy My view: Accumulate on weakness below $280, trim above $350 short-term. 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I’m holding long, and any dip under $280 is just a loading zone. 🔋📈","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":444784550039944,"commentId":"444784550039944","gmtCreate":1749628791338,"gmtModify":1749727889137,"authorId":3479274783428459,"author":{"id":3479274783428459,"idStr":"3479274783428459","authorId":3479274783428459,"name":"sadsam","avatar":"https://static.tigerbbs.com/423b080d1d1b220cea6e68b5a9678098","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":444563235435256,"objectIdStr":"444563235435256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting potential","text":"Exciting potential","html":"Exciting potential","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/444563235435256"}