The self-driving story isn't j

The self-driving story isn't just back—it's finally being monetized. Wall Street has been discounting Tesla's FSD and autonomy potential for years, treating it purely as a car company. The Miami Robotaxi launch is the exact catalyst needed to permanently shift TSLA into a high-margin AI and robotics valuation. Paired with stable Q2 delivery data, the downside risk looks increasingly capped. $400 is just the floor now.

Tesla Rallies While SPCX Slips — Is Robotaxi Doing the Heavy Lifting?

Tesla rose 5.21% Monday while SPCX fell 0.40%, as investors favored Tesla’s higher-beta profile. ARK’s long-term model targets about $4,400 per share by 2031, with roughly 80% of enterprise value tied to Robotaxi. Bulls see future Robotaxi cash flow funding Optimus and AI infrastructure; bears flag execution, regulatory, and capex risks. What operating milestone would make Robotaxi an earnings asset rather than a distant option?

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