Veytics Intelligence
2026-09-22 · Yahoo

Wall Street Loves This EV Stock. Here's Why I'm Not Buying.

Tesla (NASDAQ: TSLA) CEO Elon Musk recently shared that the upcoming Tesla Roadster will be the last new Tesla model you can drive yourself. Afterward, Tesla's newer models will be designed for completely autonomous driving. Robotaxis are now expected to reach scale in large metro markets by 2030. "Overall, experts expect that robo-taxis will be the first commercial application for L4 in mobility -- not privately owned cars," concludes McKinsey & Co. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.

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