Dec. 16 at 7:10 PM
$TSLA $SPY $BTC.X
$NVDA $GOOGL
Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.
As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.
Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as #Optimus and #AI begin to shine with importance.
https://www.teslarati.com/tesla-analyst-realizes-one-big-thing-about-tsla-stock-deliveries-losing-importance/