TSLA Hits Gas on Global EV Growth, Robotaxi & Optimus Next Gear Shift

Tesla (TSLA) remains a dominant player in the EV industry, argues Ben Rose, pointing to growing traction in Europe and China despite the U.S. rescinding tax credits. An area of concern he sees: margin compression, especially in the energy storage business. Ben believes the Mag 7 company still has lots of opportunity through its robotaxi autonomous driving vehicle and Optimus robotics businesses. Tom White turns to an example options trade for Tesla.

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