Tesla Robotaxi rollout vs. impossible market expectations
JOBhakdi · x · 2026-07-21
The post argues that Tesla’s market is pricing in an “inverse bubble”: even if the company hits very aggressive Robotaxi milestones, the stock may still not get the valuation support bulls expect.
It cites a comparison against Micron-style valuation logic and says that even with 2 million robotaxis deployed this year and 4 million by 2027, the market could still punish the stock. The author’s broader point is that the bar has become historically extreme, making it hard for Tesla to satisfy investors even on very ambitious execution.
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