Tesla's iRobot Moment (Rating Downgrade) (NASDAQ:TSLA)

Core Insights - Tesla, Inc. achieved record deliveries in the third quarter, but this is likely an anomaly as the demand for electric vehicles (EVs) is expected to decline moving forward [1] Company Analysis - The focus of Tesla's current strategy is on mass production of its Optimus robots, indicating a shift in priorities away from traditional EV sales [1]