Can Tesla Rebound? Deliveries, Growth, and AI Ambitions in Focus

Ben Rose previews Tesla (TSLA) ahead of Q2 deliveries, calling for a rebound driven by strength in Europe and China and growing contributions from its energy business. He highlights long-term upside in robotaxis and Optimus but notes Tesla still trails Waymo in autonomy. Rose also says investors are watching for clarity around CEO succession as Elon Musk remains central to the story.

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