TSLA · Tesla
Tesla's core auto business is stuck in a low-growth, margin-squeeze cycle. The valuation thesis has fully pivoted to FSD, Optimus, and Robotaxi — and the stock lives or dies by how fast those bets pay off.
TSLA · Tesla — The core auto business has entered a low-growth, margin-pressure zone. The valuation anchor has shifted entirely to FSD, Optimus, and Robotaxi optionality. How fast the story delivers determines where the stock goes.
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