Gene Munster
2025.10.22 22:11

I believe $Tesla(TSLA.US) is down 4% compared to down 2% going into the call because investors wanted to hear about a faster robotaxi ramp.

When Elon said expecting to have no safety drivers in large parts of Austin by the end of the year and they're being “very cautious” about deployment, shares drifted lower.

Does not change the big picture, just explains the stock move.

Source: Gene Munster

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