What top creators are saying about Tesla, Inc.(TSLA)

The planned Cybertruck production wind-down, deliveries well below earlier targets, and a launch price substantially above the original claim highlight execution and demand risks. The episode also noted Tesla's shift toward autonomy and robotics.

The host considered Tesla expensive unless its valuation reflects future Robotaxi and Optimus opportunities. They cited Cybertruck underperformance, uncertain execution and timing, and limited recent share-price progress, while seeing longer-term potential if Robotaxi and Optimus succeed.

The discussion was negative about the Cybertruck's commercial execution, citing production changes, sales below the original target, safety concerns, build quality, and price. Tesla's shift toward autonomy and robotics was noted without forecasts.

Its future is described as closely tied to AI, with self-driving capability cited as an example of AI affecting its products; the broader discussion also highlights uncertainty about AI valuations and market risks.

Potential political roadblocks for companies associated with Elon Musk were raised as a risk; shares fell 10.8%.

A host characterized the Cybertruck business as 'completely out of operation' and claimed Musk's companies had lost hundreds of billions of dollars in market capitalization. The claims were unsupported by financial data or further detail.

The bullish thesis centers on Cybercab, autonomy, robotics, and in-house semiconductor ambitions, although these plans carry execution uncertainty.

Tesla fell about 11% during the selloff and was described as a hot stock competing with STRC for investor capital; no specific recommendation was given.

A quoted commentator said they would put spare cash into Tesla during a potential market decline, expecting a possible recovery in valuations; this was not a detailed recommendation from the host.

The weekly chart was described as being in a downtrend. A weekly close below $349.33 would increase the likelihood of a retest of $300–$310.

Shares fell about 10% after declining the prior day; the discussion noted volatility but offered no company-specific earnings or valuation analysis.

The post says Tesla has no government contracts and that federal EV incentives have ended.

Tesla says the Model Y is the world's best-selling car; it led Australian passenger-vehicle sales from January through October with 39,035 units.

Tesla offers direct public-market exposure to humanoid robots and has manufacturing, AI-chip, and computing advantages. The investment case depends on actual production, useful deployments, revenue, and execution; large factory targets remain ambitious, with supply-chain, capital, and adoption risks.

A product launch in Argentina expected on November 20 was mentioned, with no view on the stock.

Reportedly winding down Cybertruck production to make room for Cybercab production, consistent with its autonomy focus, though Cybertruck sales were limited. The transcript said to watch whether autonomy plans produce meaningful results.

Tesla fell sharply after the election, with political pressure on Elon Musk and the Democratic sweep cited as possible drivers of volatility.

Shares fell in the market moves discussed after Elon Musk-backed candidates lost in the election. The conversation highlighted potential political and regulatory exposure but did not establish causation or give a recommendation.

Shares fell about 10% during the market selloff. The hosts attributed weakness partly to the unwinding of post-election gains and highlighted political and market uncertainty.

Described as being hit hard during the sell-off.

Plans to wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for increased Cybercab production.

Led California BEV registrations through Q3 2026 with 121,822 registrations, far ahead of the next-largest brands.

Tesla was heavily sold but remained above its longer-term uptrend. Increased selling volume and roughly five years of limited progress from its 2021 peak were cited as reasons for caution.

The speaker viewed the sharp share-price decline as inconsistent with Robotaxi progress and growing traction, while acknowledging valuation concerns and emphasizing execution.

The author would invest spare cash in TSLA and views a further 10% decline in tech valuations as a buying opportunity.

Tesla is mentioned as one of several companies that could benefit from a potentially large humanoid-robotics market, but no company-specific market share, product details, or investment recommendation is provided. Adoption depends on demonstrating ROI and safe operation.

Tesla appeared comparatively resilient during the sell-off, though the speaker offered no detailed company-specific investment thesis.

The speakers were bullish on robotaxis, FSD adoption, Optimus, robotrucking, and AI compute, but emphasized regulatory, competitive, deployment, and scaling risks. A Tesla–SpaceX merger was discussed as speculative.

The decline reflected risk aversion, prior gains linked to SpaceX and robotaxi optimism, and concerns about political scrutiny; no specific price target or earnings catalyst was given.

Tesla was reported down sharply as part of the broader sell-off in technology and growth stocks.

Shares reportedly fell roughly 7%–10% on average alongside SpaceX amid concerns about Musk's data-center and GPU commitments. Delays could create execution and timing risks for Tesla's AI ambitions.

Fell below $400 and needs to reclaim $400, ideally moving above $414, to show improvement.

Tesla was mentioned only in comparison with Ferrari's order book, with the Roadster reportedly not expected to ship until 2028; no investment outlook was discussed.

Used as an example of a traditional share that could become more productive on-chain through lending or other financial activity; this was not a recommendation to buy the stock.

The host advised against chasing the prior breakout and described Tesla as precarious amid broader uncertainty.

Tesla's Optimus robot was cited as an example of robotics with potential practical uses, including data-center work. The discussion was optimistic about long-term potential but stressed uncertainty about economically useful tasks and demand at scale.

Tesla is mentioned as a potential competitor to Uber through its CyberCab, with no independent investment analysis.

The speaker said he was short Tesla despite acknowledging its relative strength, and speculated that the market might anticipate a SpaceX merger.

A weak Agility debut could create negative sentiment for humanoid robotics and weigh on Tesla, though the direct financial impact is expected to be limited. Investors should focus on Optimus's demonstrated performance and customer economics.

Mentioned as an example of a stock whose price may compound with the value of its underlying asset; no specific recommendation or valuation analysis is offered.

Shares fell after the election amid political perception risks and uncertainty about the company's relationship with the federal government and a possible combination with SpaceX.

The bullish case centers on recurring Full Self-Driving revenue, international expansion, and robotaxis, with possible SpaceX synergies; execution and regulatory uncertainties remain.

Tesla’s proposed TerraFab semiconductor project, reportedly involving Intel, is described by the host as speculative and unlikely to happen. No financial details or explicit investment recommendation are provided.

The stock had been holding up well but later weakened; no company-specific investment thesis was provided.

Tesla was named as a company attracting major investment or attention, but the discussion provided no specific stock recommendation or price target.

The speaker said he was short Tesla despite its strong performance among large technology stocks; he was unsure what supported the rally, and the possible SpaceX connection was speculative.

Shown in the market ticker; the author is broadly bearish on equities and expects tech stocks to pull back.

Tesla was moving differently from other large technology stocks. The speaker said reclaiming and holding $420 was important.

Piper Sandler said a potential merger with SpaceX is more likely than not.

Tesla was trying to hold around $400; the speaker did not say support had broken or provide a price target.