Sell The News Risk: Andrew Percoco, Morgan Stanley has warned that a massive chunk of Tesla's premium valuation is riding on its robotaxis ambition. If Elon Musk delivers just a flashy product unveiling without concrete details, Tesla stock is vulnerable to a sharp sell off.
Early Positive Signs: It isn't all gloom. Recent Texas DMV records show Tesla registered about 40-45 additional Cybercab units to its local fleet. This suggests Tesla may actually reveal a much larger initial rollout rather than a limited presentation. This could act as a huge catalyst.
If you believe that Elon Musk can pull off both the Cybercab network & mass producing Optimus humanoid robots, then you aren't just buying a car company. Tesla could become the most valuable robotics & AI company in history.
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