Part 6/8:
Despite excitement surrounding the Juniper’s launch, Tesla's stock does not appear to be reflecting positive sentiment. The hosts engage with possible reasons for this disconnect, including institutional sell-offs in anticipation of a dip in Q1 sales during the vehicle transition period. White suggests that patience might be required from investors since the market is likely to react favorably once sales numbers stabilize.
The notion of market dynamics shifting based on Tesla's long-term strategy—including the expansion of FSD—adds another layer of complexity to the discussion, showing how closely intertwined product performance and stock performance can be.