TSLATesla Inc

$TSLA used to be the stock everyone went crazy over. Now? I'm just not seeing the same energy.

Competition is catching up, sales have been slowing down, and the whole vibe around the brand feels different lately.

Maybe it turns around. Maybe it doesn't. But right now I'm keeping my distance from $TSLA.

Am I wrong?

At $2T, you're no longer valuing launch economics, Starlink cash flow, or defense contracts.

You're pricing:

Mars colonization

Geopolitical dominance

AGI infrastructure (space-based data centers)

Global telecom replacement

National security dependence

Elon himself as a civilizational operating system allocating human capital

Of course if you want an inept self driving car or janky robotics, you have to invest in $TSLA separately.

it is interesting to see the market reacting so well to the margin recovery news lately. i'm curious if everyone thinks these next-gen vehicle expectations are already priced into $TSLA at this point. what are your thoughts on the long-term outlook for electric vehicles globally?

Could Spacex be the most overhyped company of all time? Even more overhyped than $TSLA? Could it be possible one of the worst IPO’s of all time in terms of what the financials actually are and what its valuation is going public at? They lost over $1 Billion last quarter… how on earth are they worth anywhere close to $1.5T?? It’s all hopes and dreams of putting data centers in space and that won’t happen in the next 10 years and possibly never as it just doesn’t make any sense regardless of what Musk and Bezos says (they both have rocket launch company’s so they want it to happen to make money off it).

I just don’t understand how it’s anywhere close to the proposed valuation based on nothing really with no real growth story because data centers in space is not happening. So your really paying for an internet service company that only has 10 million customers and will never be as good as the big 4 telecom companies, xai that loses money hand over fist and twitter which is in the same boat. What’s the big deal over this and why isn’t any investment company calling it out for what it is??

Some analysts and bullish investors believe $TSLA could be setting up for another major breakout if several key catalysts start aligning. The biggest drivers being discussed are advances in autonomous driving, robotaxi ambitions, AI integration, and the possibility of Tesla expanding beyond traditional EV revenue streams. Supporters argue Tesla is increasingly being valued as an AI and robotics company rather than just an automaker, which could dramatically reshape future growth expectations. Skeptics, however, still point to slowing EV demand, pricing pressure, and intense competition as major risks that could limit upside.

$TSLA has always had a pretty ludicrous P/E, and this year in particular, running a negative cashflow looks pretty rough. But I understand the case that was made in the past; the company is building out tech infrastructure to become far more than a car company. My question is; can that case still be made?

AI has been siponed to SpaceX, general futurism enthusiasm has been siphoned to SpaceX, and what good engineers and programmers there were at the company have been lured to competitors and/or SpaceX. At this point $TSLA really does seem to be just a car company, or at most a car and cab company with a poorly integrated battery chain. I understand the pessimistic case really well. But what optimistic case still exists supporting current market valuations of the company?

i'm seeing some positive momentum for $TSLA today with the improved delivery news. do you think those cheaper battery costs will actually help margins by the end of the year? would love to hear what everyone thinks about the long term outlook.

$TSLA is getting attention again because of robotaxi discussions. Stock moved up after recent rumors. Not sure if this is true but are y'all going to invest because of this?