There's been a lot of talk about deliveries, FSD, Robotaxi and AI lately. The delivery numbers look encouraging, but I think the bigger question is whether Tesla can actually turn all its future plans into a business that justifies its valuation.
I get why people are bullish. If Robotaxi actually works at scale, Tesla could be worth a lot more than just an automaker. But that's still a big if, and I think this is where the debate gets interesting.
At the same time, I don't think it's as simple as saying Tesla is overvalued and moving on. A lot depends on what the company can deliver over the next few years.
Curious what people here think. What matters most for TSLA over the next 12 months? Better delivery numbers, margins, FSD, or actual progress with Robotaxi?
And honestly, at the current price, would you buy more, hold what you have, or stay away for now?