Markets are quietly telling two stories at once: the labor data is cooling just enough to keep the Fed cautious, while capital is still sprinting toward AI infrastructure where demand is structural, not cyclical. Near term, geopolitics and rates drive volatility; long term, compute, storage, and energy efficiency decide the winners. January strength looks less like speculation and more like positioning for where growth is actually being built.
Tesla Drops: Does FSD Progress in US Change Investment Case?
Tesla started the year down 7%, with Q4 deliveries plunging 16% YoY—marking a second straight year of annual decline.
Yet two recent events are reshaping the debate.
During a major San Francisco blackout, Waymo vehicles relying on lidar and cloud systems stalled, while Tesla’s Robotaxi fleet remained operational.
Separately, a Tesla owner completed a 2,732-mile, 68-hour cross-country drive using FSD with zero interventions.
After weak delivery data, do FSD signals change Tesla’s investment thesis?
If autonomy scales faster than expected, is the market underpricing Tesla’s long-term upside?
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