X @Herbert Ong

🚨 Wolfe Research: Tesla’s investment story is shifting toward AI and autonomy, even as near-term auto outlook remains mixed. $TSLA“This name trades more around the narrative than the numbers,” analysts wrote, adding: “Confidence in Tesla’s AI opportunities remains the most important driver of the stock.”Wolfe highlighted upcoming catalysts around FSD and robotaxis, including expansion into new markets, potential FSD approval in China and Europe, and hands-free functionality in parts of the U.S.The firm also ...