Recent Moves
TSLA has been impacted by concerns over autonomous vehicles, with investors seeing them as an existential threat, as mentioned in article [1]. Additionally, the robotaxi rollout is stalling due to hardware and software limits, rising capex, and pressure from Waymo, as stated in article [2].
Catalysts
The company faces rising China EV competition, with FSD rivals closing in, pricing power weakening, and the lineup aging, according to article [3]. This could potentially impact TSLA's performance in the upcoming period.