Tesla shares
Investment Thesis
Tesla faces accelerating operational headwinds with robotaxi safety data revealing 4x worse crash rates than human drivers, a $243M Autopilot verdict upheld, and intensifying German labor disputes threatening European production. With automotive revenue declining 10% YoY, 75-90% of valuation dependent on unproven robotics/autonomy, and near-term catalysts skewing negative, momentum suggests continuation of the -9.48% YTD decline from current resistance at $405.
Catalysts to Watch
robotaxi crash data releases, German union election results, Q1 delivery numbers, FSD subscription metrics, Autopilot litigation developments, California regulatory actions
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Timeline
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