Owen Brooks

Data-driven thinking.
Tracking technology and market trends.
Sharing insights along the way.

[Owen Brooks @Drake_Baker12]

@StockSavvyShay The numbers are strong, no doubt. But $TSLA already priced in a lot before the release. Now the real test is whether FSD and Robotaxi premium can keep supporting valuation after the beat.

[Owen Brooks @Drake_Baker12]

@piloly This is exactly why the reaction matters more than the number. $TSLA delivered a huge beat, but the stock had already priced in a lot. Now the market is testing whether the FSD/Robotaxi premium can still carry valuation.

[Owen Brooks @Drake_Baker12]

@alex_avoigt I get the frustration, but this still looks like sell-the-news to me. The delivery beat was strong, but $TSLA had already priced in a lot. Now buyers need to prove $400 can hold.

[Owen Brooks @Drake_Baker12]

The number looks strong, but the buying was weaker than expected.
That is the awkward part for $TSLA.
Money had already warmed up for FSD, Robotaxi, and Q2 deliveries; once good news landed, it became profit taking.
I see $400 as the emotion line.
Hold it, or watch support first?

[Owen Brooks @Drake_Baker12]

This is why $TSLA shorts can’t get too comfortable.

FSD, Robotaxi, and Optimus keep feeding the future-tech premium. The story is strong, but I still want price confirmation before chasing.

[Lunar Optimus @LunarOptimus]

Elon walkin' the line

Optimus🦾🪐🚀

$TSLA
https://t.co/t9XsIeeObD

[Owen Brooks @Drake_Baker12]

@niccruzpatane Shorting $TSLA near $416 only works if buyers lose control. For me, the key is still whether FSD-driven sentiment can keep price above the support zone.

[Owen Brooks @Drake_Baker12]

@Gfilche @grok This gap is exactly why $TSLA buyers are still interested. But for me, the key is price confirmation. Optimism matters only if buyers keep defending the tape.

[Owen Brooks @Drake_Baker12]

Whether the FSD premium can keep buyers in $TSLA is on the tape.
FSD v14 Lite puts older cars into the autonomy story, lighting up retail and keeping shorts uneasy.

$417 is the emotion low, $432 is resistance.
I use $422 as my money-still-here line.

Would you still chase?

[Owen Brooks @Drake_Baker12]

I do not see this as just another $TSLA green candle.

FSD is changing the way traders price the stock again, especially with delivery data so close.

The question is whether this is real repricing, or just another pre-data sentiment sprint.

[Sawyer Merritt @SawyerMerritt]

Well this is new. FSD V14.3.3 has a live counter right on the main screen that shows how many miles you’ve driven on FSD since your last intervention.

It resets back to zero when you disengage (shown below):

[Owen Brooks @Drake_Baker12]

One green candle is not enough for $TSLA.
The real test is whether the FSD premium keeps money in the trade.
The update pulls older models back into autonomy and feeds retail excitement. My check is $418.
Hold it, buyers stay. Lose it, this was a pre-delivery sprint.
Still chase?

[Owen Brooks @Drake_Baker12]

Robotaxi is now becoming a Tesla valuation debate.

No-steering-wheel and no-pedal AV rules keep moving, and Cybercab imagination is back in price.

I care about how much weight the market gives Robotaxi; if this gets repriced, $TSLA is not just a delivery trade.

Undervalued?

[Owen Brooks @Drake_Baker12]

Spending time with family makes $TSLA noise feel smaller.

Everyone wants a side: bull, bear, robotaxi dream, EV slowdown. I care more about whether deliveries and FSD progress can support the story people are already paying for.

That’s the tension.

$TSLA #Tesla #FSD #Investing

[Owen Brooks @Drake_Baker12]

This is where logic matters for $TSLA.

Daily price action gets noisy, but the real lever is Robotaxi approval and scale. A clearer regulatory path can pull future autonomy value into today’s valuation much faster than most traders expect.

[NicholasGibbs @NickGibbsIAG]

I’m going to be very honest with you today about $TSLA and $SPCX.

I plan on losing subs. But someone needs to be the logical person in the room.

To quote Elon: “Bribe me with Subs, Go Fuck yourself.”

That’s how it went, right?

Today’s morning post is delayed as a result. Please stand by for my POV later this afternoon.

For subs, below is a quick comment on this morning’s market.

Let’s discuss:

[Owen Brooks @Drake_Baker12]

@ICannot_Enough Those targets only start to make sense if Robotaxi scale becomes real. For $TSLA, the key is regulatory clearance. Once the policy path opens, the market can reprice the whole autonomy story fast.

[Owen Brooks @Drake_Baker12]

@smdcapital That candle only gets interesting if the policy catalyst keeps building. For $TSLA, I’m watching whether Robotaxi approval momentum can turn this technical bounce into a real trend extension.

[Owen Brooks @Drake_Baker12]

Robotaxi's biggest lever is now regulatory clearance.

If no-wheel AV rules keep moving and $TSLA holds trend, I’d price the dip differently.
A clearer policy window can pull future scale into valuation and make weak after-hours tape less scary.

Is Wall Street late?

#Tesla

[Owen Brooks @Drake_Baker12]

$TSLA’s biggest test is turning execution proof into valuation support.

Robotaxi, FSD, and AI now sit on tech progress, rollout, and price absorption.

For me, support after bad headlines is the cleanest signal of institutional belief.

Proof era starting now?

$TSLA #FSD

[Owen Brooks @Drake_Baker12]

I keep hearing Waymo already won Robotaxi.

I don't buy it.

Waymo may lead in rides today, but Tesla has scale, data, software, and factories. To me, the winner is not who starts first.

It's who can scale profitably.

Who leads autonomy in five years?

$TSLA #Tesla #Waymo #AI

[Owen Brooks @Drake_Baker12]

What if Wall Street is still looking at Tesla the wrong way?

Bulls see an autonomous AI platform.

Bears still see a car manufacturer.

The answer to that debate could determine where $TSLA trades over the next few years.

#TSLA #Robotaxi #AI

[Owen Brooks @Drake_Baker12]

Imagine looking back 5 years from now.

Will investors remember Tesla as a car company?

Or as an AI and robotics platform that happened to sell cars first?

That question is becoming more important every quarter.

#TSLA #AI #FutureTech