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Wall Street Is Divided On Tesla, but I Keep Buying The Stock
Key takeaways
- Unsupervised Robotaxi rides launched in Dallas and Houston while Optimus production lines are designed for up to 10 million robots per year.
- Tesla's trailing P/E of 345 leaves no margin for error, yet over $25B in planned 2026 CapEx confirms the AI factory is being built with real money.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut.
Wall Street Is Divided On Tesla, but I Keep Buying The Stock Vandita Jadeja Mon, June 29, 2026 at 8:49 PM GMT+7 4 min read TSLA NVDA Quick Read TSLA surged to $44.7B in cash and 136% operating income growth in Q1, with 1.28 million FSD subscribers powering a growing software revenue flywheel.
Unsupervised Robotaxi rides launched in Dallas and Houston while Optimus production lines are designed for up to 10 million robots per year.
Tesla's trailing P/E of 345 leaves no margin for error, yet over $25B in planned 2026 CapEx confirms the AI factory is being built with real money.
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