Market watchers are reading Tesla's latest delivery numbers as a positive signal—better than pessimists expected, and a needed catalyst for the company's 2026 narrative. The Street's takeaway: demand is stabilizing after months of uncertainty. But here's what everyone's really watching: autonomous driving tech. That's the next inflection point. Whether Tesla can deliver on the self-driving vision will ultimately define the investment thesis going forward.
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GasFeeCryBaby
· 01-05 13:36
Autonomous driving is back again, and I'm getting tired of hearing this rhetoric... Only what can truly be implemented counts.
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rugpull_ptsd
· 01-05 11:46
If autonomous driving keeps getting delayed again, it will probably face another major cut...
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ContractFreelancer
· 01-03 14:31
Autonomous driving is still a big hype; let's first make the delivery data look good before talking about it.
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BuyHighSellLow
· 01-02 18:54
Tesla delivery data looks good, but autonomous driving is the real highlight... If FSD works, that's a win.
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BlockchainNewbie
· 01-02 18:52
Delivery data looks good, but autonomous driving is the real bet.
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AirdropHunterXiao
· 01-02 18:48
Autonomous driving is the real test; delivering digital solutions is just a superficial project.
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GateUser-e87b21ee
· 01-02 18:37
Autonomous driving is the real test; having impressive delivery numbers is useless.
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HackerWhoCares
· 01-02 18:31
Self-driving needs to truly be implemented to be meaningful; what's the point of impressive delivery data...
Market watchers are reading Tesla's latest delivery numbers as a positive signal—better than pessimists expected, and a needed catalyst for the company's 2026 narrative. The Street's takeaway: demand is stabilizing after months of uncertainty. But here's what everyone's really watching: autonomous driving tech. That's the next inflection point. Whether Tesla can deliver on the self-driving vision will ultimately define the investment thesis going forward.