Tesla's stock was downgraded to Sell yesterday due to concerns over the delay of its robotaxi event from August to October, sending the stock down -8.4% and erasing about $100 billion in market value. Analysts are worried that the delay introduces "narrative risk," potentially shaking investor confidence in Tesla's long-term promises regarding its robotaxi future.

We think this worry is premature. And brings up perhaps the most important question for investors when approaching TSLA.

Do you see Tesla as merely a car company, or as a major disruptor in AI and robotics?

We see...

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