$Tesla Motors(TSLA)$ 

šŸ¤– Robotaxi Is a Moonshot — But Can It Steady the Ship?

Tesla's robotaxi launch is one of the boldest bets in the company's roadmap. If successful, it could reinvent mobility and open up a new trillion-dollar TAM. But the timing couldn't be more politically fragile.

šŸ“‰ The Real Risk: Policy, Not Product

The Trump-Musk clash is more than just drama — it signals potential disruption to EV subsidies, regulatory goodwill, and even public perception. Tesla's edge in the U.S. is partially political. If the next administration turns hostile, Tesla might face speed bumps beyond just market competition.

🧠 Robotaxi as a Market Catalyst

Technologically, Tesla's full self-driving (FSD) software still faces regulatory hurdles. A pilot in Austin is exciting — but it's not full-scale deployment. Bulls are hoping sentiment shift will drive a rebound. But the risk-reward equation hinges on perception: is this launch proof of concept or PR cover?

šŸ’¬ My Take

I remain long-term bullish on Tesla, but neutral short-term.

Robotaxi will generate buzz, but policy risks will cap upside for now.

Would accumulate below $280 if broader tech pulls back.

Musk's innovation drive is unmatched. But this time, it’s not just about code or cars — it's about navigating Washington

# 1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

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  • fuddie
    Ā·2025-06-10
    Interesting insights
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  • NancyZhang
    Ā·2025-06-10
    Great insights
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