$Tesla(TSLA.US) Keep dollar-cost averaging, it's not like we haven't experienced this kind of drop before.

Repost: Wedbush included it in its best investment ideas list, saying "the time has come"/Cowen recommends buying and transferring coverage

Wedbush believes that current market sentiment towards Tesla is at a historic "testing moment," similar to the production issues in 2017-2018 and the challenges faced during the Twitter acquisition. They acknowledge bearish concerns including weak global sales, damage to the brand from Musk's political stance, competition from China, and distracted leadership, but remain optimistic. Their view is: "This is the beginning of the largest innovation and technology cycle in Tesla's history." They highlighted four catalysts: 1) launching a sub-$35,000 model before summer to achieve the 2 million annual delivery target; 2) Full Self-Driving (FSD) technology achieving unsupervised release in Austin by June (this alone is valued at $1 trillion); 3) expected licensing of Tesla's FSD to other automakers; 4) autonomous driving tech and Optimus robot accounting for 90% of Tesla's future $2+ trillion valuation.

Regarding concerns about Musk-related issues, they estimate that less than 5% of global sales are at risk from political backlash, expect improved time management between DOGE and Tesla by 2025, and believe a Trump administration would bring favorable deregulatory policies for Tesla's autonomous driving roadmap.

Cowen's recommendation was more concise, stating: "With the significant stock price pullback, we are tactically optimistic about several potentially impactful catalysts this year (EV launches, unsupervised FSD deployment, robotics). Tesla is also less affected by tariffs. The situation is similar to last year. Q1 may be challenging."