Tesla

Tesla is stacking catalysts from Cybercab and Optimus to unsupervised robotaxi rides, but volatile fundamentals and a trailing P/E above 350 mean a $10,000

Tesla, Inc. Q2 2026 deliveries hit records, but incentives, lower ASPs and negative FCF risk loom. Click for this TSLA earnings preview.

Tesla trades around 10% below where it began the year. That discount, sitting on top of a fundamentally stronger operating base, is the trade.

The selloff is mostly “wait for AI milestones,” but the fundamentals just improved: Q2 deliveries beat consensus (480,126 vs ~410k) and Jefferies lifted earnings

Federal regulators have raised new safety concerns about how autonomous vehicles interact with first responders, adding pressure on Tesla’s robotaxi ambitions. The National Highway