Bull or Bear? Investor Outlook on Tesla Stock Amid AI Optimism
Tesla investors face a dichotomy in valuation approaches. Bulls focus on future AI-driven opportunities like autonomous robotaxis and humanoid robots, while bears emphasize current EV sales performance. Despite record Q3 deliveries of 497,099 vehicles—potentially boosted by expiring tax credits—the debate centers on whether Tesla's value lies in its present operations or future technological leaps.
Investor Ryan Vanzo represents the bullish camp, arguing Tesla's growth trajectory hinges on artificial intelligence rather than automotive manufacturing. "This potential growth has little to do with manufacturing cars," he notes, positioning AI as "what could eventually become the biggest growth opportunity in history." This perspective underscores the widening gap between traditional valuation metrics and speculative tech-driven projections in equity analysis.
