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Tesla investors may miss game-changing move [Yahoo! Finance]
Last tesla, inc. earnings: 4/29 04:11 pm
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US:NASDAQ Investor Relations: ir.tesla.com
On one side are the bulls — including Wedbush star analyst Dan Ives — who say Tesla should no longer be valued primarily as a maker of electric vehicles. Thanks to the 2025 launch of its autonomous-driving robotaxis and other AI-driven initiatives, the company is one of Wedbush's two “best physical AI plays over the next few years.” Then there are those, such as “Big Short” investor Michael Burry , who say Tesla is ‘ ridiculously overvalued ', similarly to, in his opinion, shares of Nvidia NVDA Palantir PLTR ) and other leaders of the AI-boom. One thing is for sure: while Wall Street wrestles over whether today's massive valuations reflect disruptive innovation or an AI-fueled bubble, some long-term investors are again trying to parse fundamentals from the noise. In doing so, Tesla investors may want to pay attention to a key development in Europe, one that could reshape the continent's auto industry for the next decade, yet is flying almost entirely under the market's radar.
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