Tesla's Robotaxi Gamble: Wall Street's Delivery Reality Check
Update: 2025-10-20
Description
Tesla's stock is soaring, but is Wall Street too bullish on delivery numbers? Gene Munster of Deepwater Asset Management predicts a potential slowdown, forecasting a mere 5% increase in deliveries after a dip in early 2025. Despite this, Tesla's focus on physical AI, including robotaxis and Optimus robots, positions them for long-term dominance as rivals scale back EV plans. Tesla is aggressively testing robotaxis, aiming for operation in 20-23 U.S. metros by 2026, pending regulatory approval. Will Elon Musk's robotaxi vision materialize and significantly impact Tesla's financials by late next year?
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