I know many are bulled up about $Tesla(TSLA.US) going into 3Q earnings and the annual meeting, but I’m still not certain Elon will answer the important question about when the safety monitor will come out of robotaxis to make them truly unsupervised autonomy on par with Waymo, Zoox, and Baidu in China. Until that happens, TSLA is still supervised autonomy and shouldn’t trade at a 177x P/E on 2026 EPS. Meanwhile, the disconnect between TSLA earnings revisions and TSLA stock price continues.
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