As Tesla Transforms Into an AI Company, How Should You Play TSLA Stock Now?

The way I look at it, Tesla’s Q4 2025 earnings kind of completes the company’s transition from a tech and electric vehicle (EV) company to predominantly an AI play.There was no comment on the outlook for regulatory credit sales either, which have hitherto been a high-margin revenue stream for the company but are at risk following the easing of Corporate Average Fuel Economy (CAFE) standards by the Trump administration.Meanwhile, as I anticipated in the pre-earnings analysis, there wasn’t much discussion on ...