$Tesla Motors(TSLA)$ Tesla (TSLA) — Recent Bullish vs. Bearish News
Bottom line: The news flow over the past month has been dominated by a split narrative — the traditional auto business is showing clear strain (Q3 deliveries down YoY, Cybercab event underwhelming), while the AI/physical-AI story (FSD, Robotaxi, Optimus) is what bulls are trading on. Notably, the stock jumped ~5.2% on 2026-10-03 even as deliveries came in soft, which suggests the market is currently pricing the AI narrative over unit volumes. | Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 371.68 0 | -0.06% Holding |
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