Tesla, Inc.LongMay 5

$TSLA , Robotaxi's: Tesla is playing a different game

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LightSource AI CEO Spencer Penn:

Waymo LLC is winning robotaxis today

~500k paid rides/week, fully driverless, strong safety record

Tesla Inc. still in pilot mode

~240 robotaxis, most with safety drivers

But:

Tesla is playing a different game

sub-$30K Cybercab → radically lower cost

8.5B miles + data flywheel

integrated consumer + robotaxi model

Waymo leads now, Tesla could win on scale and economics later

Still fully long TSLA, trade had a strong start.

Sticking with the position as long as structure holds, letting it play out.Swing_Trader_SaanFollowFollowingOn Patreon, I share:

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Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.Chart PatternsTrend AnalysisWave AnalysisSwing_Trader_SaanFollowFollowingOn Patreon, I share:

• high-probability live entries
• daily updates on open positions
• trade management & exits
• deep dives into why trades work or don’t
• live chats where I engage
• 1 free article monthly

patreon.com/cw/SwingTraderSaanAlso on:

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.