Tesla shares
Investment Thesis
Tesla's 190x forward P/E valuation appears unsustainable as robotaxi execution lags dramatically (31 vehicles vs 500 target), core automotive sales deteriorate across Europe (-19% UK in November), and new competition emerges from Rivian's autonomous driving push. Morgan Stanley's downgrade to Equal Weight with $425 target and Michael Burry's renewed short position signal institutional skepticism is mounting despite retail enthusiasm around driverless testing announcements.
Catalysts to Watch
robotaxi deployment numbers, European sales data, Rivian autonomous driving progress, regulatory approval timelines, institutional analyst revisions, Q4 delivery numbers
Why It May Work
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Timeline
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