If you follow my work closely, you will almost certainly know that one of the companies that I have been the most bearish about in recent years is electric vehicle giant Tesla (TSLA). I have covered, in previous articles, many of Tesla's Robotaxi Opportunity Is Dead In Light Of Waymo's Dominance Summary - Tesla remains a 'Strong Sell' as I expect continued underperformance versus the S&P 500 due to missed strategic opportunities. - TSLA's robotaxi efforts lag far behind Waymo, with only 165 active vehicles versus Waymo's 3,000 and Level 4 autonomy. - Waymo's rapid expansion and superior safety data highlight TSLA's inability to scale or compete meaningfully in the robotaxi market. - Despite a massive global robotaxi TAM, TSLA's technological and executional shortfalls leave it a marginal player, justifying my bearish stance. - Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Analystâs Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and
Tesla's Robotaxi Opportunity Is Dead In Light Of Waymo's Dominance
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