Robotaxi Moment: Will 2026 Be Tesla’s True Breakout Year?

Morgan Stanley’s latest report outlines an explosive outlook for autonomous driving by 2026, projecting that 33 U.S. cities will roll out commercial robotaxi services. The firm calls 2026 the “singularity moment” for the autonomous driving industry. Future landscape will be dominated by Waymo and Tesla, forming a dual-oligopoly defined by safety vs. cost. Morgan Stanley also warns that this trend could directly threaten the ride-hailing businesses and valuations of Uber and Lyft. Has Tesla’s robotaxi story already been priced in? Tesla vs. Waymo competition, who do you think will win?

avatarbryan28
12-13 22:39
With FSD and Robotaxi, Opmtimus, A15. 2026 will be interesting 
avatarxc__
12-10

Robotaxi Apocalypse 2026: Tesla's Cost Killer Crushes or Waymo's Safety Shield Steals the Crown? 🚀🤖⚔️

$Tesla Motors(TSLA)$ Buckle up, riders – Morgan Stanley's bombshell 2026 outlook dubs it the "singularity moment" for robotaxis, with 33 U.S. cities unleashing commercial fleets in a dual-oligopoly duel where Tesla's cost-cutting chaos battles Waymo's safety supremacy. This isn't sci-fi fluff; it's a $1 trillion market makeover by 2032, with robotaxi rides slashing to $0.35/mile from $1.50, vaporizing Uber/Lyft's $200B valuations and flipping the ride-hailing realm upside down. Tesla's Cybercab concept (unveiled October) promises $0.20/mile efficiency with no steering wheel, while Waymo's 450K weekly paid rides (up from 100K in September) already dominate driverless domains. But has the market baked in Tesla's robotaxi rapture, or is Waymo's 7x sa
Robotaxi Apocalypse 2026: Tesla's Cost Killer Crushes or Waymo's Safety Shield Steals the Crown? 🚀🤖⚔️
Let us come to basics: being from Musk's stable, Tesla is perhaps more of an AI and robotics firm that also sells EVs - so the potential of its robotaxi business is priced in, at least partially if not fully. In the competition between Waymo and Tesla, Waymo currently leads in safety and operational scale, while Tesla has a significant advantage in cost-efficiency, potential for rapid scaling & overall credibility. There may not be a single winner now or in the short run, as the market could support multiple successful players with different strategies. We will have to wait for the long term to identify a clear winner. 
avatarShyon
12-10
Morgan Stanley calling 2026 the "robotaxi singularity moment" matches what I've been expecting for some time — the autonomous driving curve is finally steepening. As U.S. cities accelerate regulatory approvals and commercial pilots, we're entering the first real monetization phase for autonomy. For me, this is the first time the industry has both technological readiness and enough political momentum to enable scale deployment. In terms of Tesla, I don't think the robotaxi story is fully priced in. The market has been overly focused on margins, short-term delivery softness, and macro noise, while assigning almost zero value to Tesla's autonomy optionality. If FSD V12.x continues to improve and Tesla manages to demonstrate a genuine L4 experience by 2026, then the valuation model changes ent

Will Tesla Break the $470?

In this video we take a look at $Tesla Motors(TSLA)$ recent 4% jump after news on Trump’s robotics push and break down the price action using simple technical tools. We cover moving averages, a possible cup and handle setup, and the wash and rinse pattern on the weekly chart to see whether buyers may be taking control again. $TESLA 3xLongSG261006(TSYW.SI)$ $TESLA 3xShortSG280330(RLSW.SI)$ Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAD System https://bit.ly/tawpro. Disclaimer: This document is not an o
Will Tesla Break the $470?
Tesla’s robotaxi narrative is partly priced in, but not fully. The share price already reflects optimism about autonomy, yet the market still discounts execution risk, regulatory delays and Tesla’s inconsistent FSD rollout pace. Until Tesla demonstrates reliable, scalable Level-4 performance in real fleets, the valuation does not fully embed the “software recurring-revenue” model that the robotaxi story implies. For the competitive landscape: Waymo Waymo leads on safety, validation miles and regulatory acceptance. Its systems operate with high consistency in geofenced areas and have already accumulated meaningful commercial mileage. Cities are more willing to approve a player that prioritises conservative decision-making and redundant sensor architectures. Tesla Tesla’s advantage is cost.
avatarWeChats
12-10
🚨 The King of Bulls Just Blinked: Morgan Stanley Downgrades Tesla Tesla ($TSLA) shares slipped 3.4% on Monday, but the price drop isn't the real story. The real story is who caused it. Morgan Stanley, led by star analyst Adam Jonas—arguably the biggest institutional cheerleader for Tesla’s "AI & Robotics" thesis—has officially downgraded the stock to "Equal Weight" (Hold). For the last two years, Jonas was the one convincing Wall Street that Tesla isn’t a car company, but a tech monopoly. Now, even he is saying the price has sprinted too far ahead of reality. When the captain of the bull team says "take a breather," it’s time for every trader to reassess their position. 1️⃣ The "Priced for Perfection" Trap The core of Morgan Stanley’s downgrade isn't that Tesla is failing; it’s that th
avatarzy726
12-09
Yeah it's cool I'm bullish 
avatarxc__
12-09

Morgan Stanley's Tesla Takedown: Valuation Vortex or $500 Breakout Beast Unleashed? 🚨📉🤖

$Tesla Motors(TSLA)$ Buckle up, investors – Morgan Stanley just flipped the script on Tesla with a rare downgrade from Overweight to Equal Weight, slapping a $425 price target amid "fully reflected" valuations that price in every AI and robotics dream Elon Musk's cooking up. Shares tumbled 3.39% to $218.70 on December 9, 2025, extending YTD gains to a modest 12% while the Nasdaq rips 25% higher – the only Mag7 laggard without new highs this year. Analyst Andrew Percoco's note roasts the hype: FSD and Optimus are baked in at sky-high multiples, leaving little room for error if robotaxi ramps stall or tariffs bite. But with Q4 deliveries eyeing 500K+ and China sales surging 10% in November, is this downgrade a death knell or the ultimate contrarian
Morgan Stanley's Tesla Takedown: Valuation Vortex or $500 Breakout Beast Unleashed? 🚨📉🤖
$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ yo BC @Barcode kinda wild how Optimus might only cost like 50k to 60k just for the hardware, I’m sitting here thinking that’s cheaper than some cars ngl, imagine when the software kicks in and Tesla starts printing margins. and yeah I saw that Trump Xi thing about letting Nvidia ship H200s back into China, lowkey feels bullish for tech right now, NVDA already popping after hours, TSLA could follow if the mood sticks fr 😮‍💨🔥 yeah Broadcom staying spicy right now because HSBC kept that Buy and the $535 PT, feels like everyone’s still sleeping on how big those
As long as Elon Musk is leading Tesla, I will keep buying (DCA) for legacy planning,  regardless the volatility.  [Grin]  
avatar4M65
12-08
This Tesla has been cheating my feeling top and bottom.  Tesla’s chart is dancing and lightning i.e flashing highs that scrape the sky, then plunging down like sudden rain. Hey at least call me first. 
avatarKitKat
12-07
Difficult to put a timeline on Optimus as ELon Musk is known to be super aggressive on his timelines. However FSD is an important factor for Optimus to succeed. Tesla immediate future is the launch of FSD. Tesla is the only company that has the entire work stream for humanoid robotics 1) manufacturing 2) AI - FSD 3) battery
avatarzhingle
12-07
🚀⚡️ Tesla Back on the Table! Is THIS the Catalyst That Finally Wakes Up the Sleeping Giant? For most of 2024–2025, Tesla has felt… stuck. Stuck in sideways price action. Stuck in sentiment. Stuck behind every mega-cap that’s hitting all-time highs while TSLA lags behind like a forgotten ex. But suddenly — literally within DAYS — the narrative just flipped. And honestly? It feels like something big is brewing again. 👀 ⸻ 🇨🇳 1. China Numbers Just Surprised — and That Changes Everything After months of fear that Tesla had “lost” China, the latest reports show stronger-than-expected sales momentum. This matters because: • China is Tesla’s largest factory • China sets the tone for global deliveries • China is the battlefield for EV pricing power And if sales are stabilising OR improving… margins
avatarWeChats
12-07
🚨 Tesla: The "Laggard" of 2025 Wakes Up. $488 by Xmas? Nvidia is tired. Apple is crowded. Is the smart money finally rotating back to Musk? While the rest of the Magnificent 7 spent 2025 breaking records, Tesla ($Tesla Motors(TSLA)$ ) has been the frustrating "dead money" trade—sitting on a mediocre +12% YTD. But the narrative just flipped 180° in the last 48 hours. We now have the "Holy Trinity" of catalysts hitting at once: A China sales blowout + The "Trump Robotics" Pivot + A Technical Coiling Pattern. If you’ve been ignoring Tesla, pay attention. The sleeping giant is wiping the sleep from its eyes. Here is the setup. 1️⃣ The "Trump Robotics" Put Forget EV tax credits; the real story is the new administration's "National Robotics Strateg
tsla go
You pose a very good, timely question. There are indeed bullish signals for Tesla, Inc. (TSLA) — but whether it can reach or exceed its prior high around US$ 488 by year-end is less certain. Below is a balanced assessment of the upside potential — plus the risks. --- ✅ What speaks in favour of a rally Strong China sales momentum. Tesla’s China-made electric-vehicle deliveries in November reportedly rose ~9.9 % year-on-year — the biggest growth in over a year. That helps reaffirm demand in one of its most important markets. Government tailwinds on robotics/AI. The new push by the United States Department of Commerce (and broader U.S. administration) to accelerate robotics — including an anticipated executive order — has revived investor interest in Tesla’s non-automotive bets.  The “Op
$Tesla Motors(TSLA)$   It's time for TESLA  break all time highs.  Tesla don't care the news. If bad news now, it will be ignored. Good news will bring the stock up quickly. That's the plan of institutional money and the big whales.  They want to support Elon's fat pay check, his self driving cars and the AI dancing robots . Tesla bulls rule short term.
avatarBarcode
12-06

🚗⚡📈 Tsla autonomy squeeze ignites as FSD v14 texting and Optimus Gen 3 run put $460 in play 📈⚡🚗

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ BATMMAAN is the new market leadership and $TSLA is the autonomy engine inside that elite group! 📊 My Daily Structure And Technical Read I am impressed with how $TSLA defended the $9 bounce zone and converted it into a clean momentum ramp. Price is sitting around $453 to $454 after printing a new daily high and pressing directly into the upper Keltner and Bollinger bands on the 4H chart. That tells me we are in expansion rather than mean reversion. On the 30m view the staircase structure is very clear, each intraday dip bought near the rising short EMAs, with the 55 EMA acting as dynamic trend support. Interna
🚗⚡📈 Tsla autonomy squeeze ignites as FSD v14 texting and Optimus Gen 3 run put $460 in play 📈⚡🚗