Is Tesla a Buy After Its Lackluster 2025?​

Core Insights - Tesla experienced a challenging 2025 with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - CEO Elon Musk's track record suggests that he often achieves ambitious goals, making it risky to bet against him [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The global robotaxi market is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] - Tesla is competing with Waymo, which currently has a fleet of 2,500 vehicles, indicating a significant opportunity for Tesla in the robotaxi market [4] Group 2: Optimus Robots - Musk announced that Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027 and will be utilized in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic given the uncertainty of the market [5] - Production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations for faster production rates later on [6]