TSLA is the textbook two sided trade right now. bull case is robotaxi rollout plus the megapod AI data centre push, both real and both long runway. bear case is the NHTSA investigation after a deadly Model 3 crash, which is a genuine overhang on the autonomy timeline. stock basically flat on the day around $404 because the market cant decide either. i'm watching how the probe develops before sizing up.
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