On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics.
That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is upside rather than a base case due to regulatory hurdles. Overall, I remain bullish into 2026, with execution being the real test, and I’m watching real-world rollout data more closely than short-term price action.
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- Valerie Archibald·2025-12-19TOPIn Jan. ER report, one will see that Tsla last season is minus profit and very little cash. Its guidance is to close every factory and develop space charging and robots(Humanoid). Musk still want his 1 trillion dollar bonus.1Report
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