While headlines scream about Trump-Musk feuds and delivery declines, Tesla just delivered a surprising beat that sent shares surging 4.5% despite the political noise. With robotaxi technology potentially worth $1 trillion and the company showing signs of bottoming out, this market overreaction could be creating the buying opportunity of the year.
Our analysis reveals a critical disconnect between Tesla's stock price and its underlying fundamentals. The upcoming robotaxi service launch on June 22 in Austin represents what Musk calls "the most important product Tesla has ever produced," yet political theater continues to overshadow this transformative development.