TSLA Ticker Curator

TSLA's wild rides highlight investor risks:

• Bearish long-term call: Gordon Johnson predicts $25 target (93% drop from ~$349)
• Short-term gain:...

• Tesla testing age detection: Key AI development amid industry buzz
• AI conferences surging, e.g., Nvidia CEO at Lenovo CES 2026, Cisco AI Summit, Morgan Stanley TMT
• Signals booming AI landscape where Tesla pushes forward

Risk-off selloff, not fundamentals, drove 30% drop since December – Q1 hinges on story strength.

Key watches:

• FSD subscription rollout ($99/mo vs...

• SpaceX hype: Starlink's $8B earnings and launches fuel $2T target, but less mature finances.
• Tesla edge: $6.2B FCF, robotaxi/Optimus upside...

FSD Rollout in Europe

• 🔥 Netherlands Approval and Launch: Dutch RDW granted type approval for Full Self-Driving Supervised on April 10, 2026,...

• Bulls rally on FSD/robotaxi potential and energy growth, hiking targets past $515 despite delivery misses.
• Bears like JPMorgan slam 60% downside...

• Milestone approval: RDW grants Tesla first European type approval for FSD Supervised on April 10, 2026, enabling public road use in Netherlands.
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• Tesla update: Morgan Stanley reiterates equal weight on TSLA, needing more proof unsupervised FSD supports valuation despite nearing 10bn miles;...

Tesla dominates Korea's Q1 EV rebound, limiting relief for battery suppliers:

• Korean trio posts Q1 losses: LG Energy Solution at 207.8B won; Samsung...

ARK's bullish dip-buying: Purchased 39,691 TSLA shares worth at least $13.8M across three ETFs—first buy since July.

• Wood's conviction intact:...

Major safety upgrade in Tesla's 2026.8.6: Cabin camera now estimates driver age via facial analysis.

• Prevents misuse: Blocks underage FSD access or...

• Lightning rollout: FSD Supervised deployed to subscribers less than 24 hours after regulatory approval, a major European milestone.
• Safety...

Analyst views clash on TSLA post-slide:

• Bear case: High P/E 316x amid EV delivery declines (2024/25 down, Q1'26 358k deliv. vs 408k prod.); EVs...

Netherlands milestone: RDW grants type approval for EU-specific FSD Supervised after 18+ months of testing, enabling immediate use with stricter rules...

Tesla pioneered regular OTA updates, revolutionizing EVs with ongoing improvements like driver assistance and efficiency.

But BYD now leads: 200...

Bear case: JPMorgan predicts 60% drop to fair value amid $5B cash burn (vs prior $35.7B forecast), stock still in 'fantasy land' despite 25%...

Institutional caution mounts for volatile TSLA:

• True North Advisors cut stake by 48.5% (sold 2,300 shares), holding 2,442 shares worth $1.1M.
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Milestone unlocked: 75% of Tesla shareholders approve Elon Musk's $1 trillion pay package on April 11, 2026, potentially making him the first...

Key FSD Milestone:

• Netherlands Launch: Tesla to roll out FSD services shortly.
• European Growth: Part of strategy to expand market presence in Europe.
• Stock Potential: Bullish analysts eye 33% upside from autonomous tech, despite delivery misses.

Tesla faces intensified bear attacks from two angles:

• GLJ's Gordon Johnson dubs it the single greatest stock short, eyeing $25 PT (93% drop) on...