Tesla Needs Perfection To Justify Its Valuation (Rating Upgrade)

  • Tesla, Inc.'s stock surged 14% post-earnings despite poor financial results, driven by CEO Elon Musk refocusing on Tesla after his stint at DOGE. The company faces significant challenges, including declining sales, competitive pressures, and trade policy impacts, but improved cash flow offers a silver lining. Tesla's valuation hinges on the success of its Energy Storage business and future robotics and robotaxi ventures, making it a highly speculative buy.