TSLA Bulls, Listen Up! 🚀 Trump Admin Just Dropped a Regulatory Bomb – Here’s Why It Matters

Yo, fellow autists! 🦍 Let’s talk $Tesla(TSLA.US) ’s latest pump. The Trump admin just announced a streamlined regulatory framework for self-driving cars, and TSLA is mooning. But is this a legit catalyst or just hype? Let’s break it down like a $20 bill at a strip club. 💸

1. Regulatory Wins: A Game-Changer for Robotaxis?

The DOT’s new rules slash red tape for autonomy (safety first, but fast). For Tesla’s Austin robotaxi pilot (June 2025), this could mean less bureaucratic hell compared to Waymo/Cruise, who’ve been stuck in permit purgatory. Key takeaway: A national standard = easier scaling. But here’s the catch: Tesla’s 2026 Cybercab (no steering wheel?!) needs to crush safety benchmarks. IMO, this is bullish AF short-term, but unsupervised approval is the real moonshot. 🚀

2. FSD V12: Is This the Real Deal or Just Hype? 🧐

Tesla’s FSD V12 update is wild—300k+ lines of code replaced by a neural net. Early testers say it handles complex scenarios better (shoutout to r/TeslaMotors), but beta drivers still report sketchy moves (illegal lane changes, phantom braking). And let’s not forget: FSD’s MIA in China/Europe due to local regs (bike lanes, dense traffic = nightmare for AI).

Hot Take: V12 is progress, but until Tesla shows consistent safety data (and stops relying on “human override”), the Cybercab timeline feels like hopium.

3. Tesla vs. Waymo/Cruise: Who’s Winning the Robotaxi Race? 🏎️💨

Tesla’s playing 4D chess with its camera-only, AI-driven approach vs. Waymo/Cruise’s lidar + pre-mapped zones. But here’s the kicker: Tesla’s data moat (8+ years, millions of cars) is unmatched. If FSD nails unsupervised driving, they could undercut rivals on cost ($0.20/mile vs. $1 for buses).

BUT… Chinese rivals like BYD are gobbling market share with cheap ADAS. Can Tesla’s “vertical integration” save them? 🤔

4. The Ugly Truth: Delivery Slumps and Margin Crunch 💸

Let’s get real: TSLA’s financials are rough.

• Deliveries: First annual drop since 2011 (1.79M in 2024, down 1.1% YoY). Q1 2025 was a bloodbath—13% YoY decline.
• Margins: Automotive gross margin at 12.5% (lowest since 2012!). Price cuts in China/Germany are a double-edged sword—demand ain’t bouncing back yet.

Wall Street Drama:

• Bulls (Morgan Stanley): “$430 target! Autonomy/energy = undervalued!”
• Bears (JPMorgan): “$120. Brand erosion = unprecedented. SELL!”

Final Thoughts: High Risk, High Reward?

TSLA’s a bet on autonomy or bust. Watch these catalysts:

• FSD safety metrics in Austin (June 2025).
• Cybercab production costs/timelines.
• China FSD approval + market share.

Musk’s Quote: “If you don’t believe Tesla solves autonomy, don’t invest.”

My Take: I’m holding (because YOLO), but keep a tight stop-loss. This stock swings harder than a coked-up Elon at a rave.

What’s Your Play? Holding long? Selling calls? Or waiting for the Cybertruck to finally stop rusting? 🛠️ Let’s fight in the comments! 👇