ππ¨ $Tesla Motors(TSLA)$
Wall Street's pivot is notable β 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.
π Robotaxi = Platform Transition, Not Just a Product
This isn't about selling more cars β 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.
πͺοΈ 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 β even if fundamentals remain intact.
π― Positioning Strategy
My view: Accumulate on weakness below $280, trim above $350 short-term.
Longer-term target remains $650β700, if robotaxi ramps in 2026+
Near-term catalyst: market reception at launch event + delivery updates
Tesla remains volatile β but risk-adjusted, the robotaxi reveal could be this cycle's upside surprise.
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- Kristina_Β·2025-06-11TOPTotally agree β robotaxi isnβt just hype this time. If Tesla nails the platform angle, weβre looking at a whole new margin story. Iβm holding long, and any dip under $280 is just a loading zone. ππLikeReport
- sadsamΒ·2025-06-11Exciting potentialLikeReport
