Tesla Is Investing Aggressively in its Next Generation Technology

Impact · against what's priced in

Tesla's aggressive R&D spending on robotics and driverless tech is a drag on short-term earnings, but this does not change the investment thesis. The market is already ignoring the high-margin upside of robotaxis, and the current price already reflects a bearish lean and a contracting core automotive business.

TSLA−0.05

Already priced in

The price assumes

The current, contracting automotive business

The article notes that aggressive investments are causing profits to crash, which aligns with the market's current bearish lean and its recognition of a contracting core automotive business.

What TSLA's price assumes · Aug 25

• TSLA▲22%
• ai
• autonomous driving
• driverless tech
• profit drop
• robotics
• tech investments

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