> "Hardly a logical reason for the stock to go up"
Surely this can't be a serious nor a logical statement so I'll have to assume it's a joke or engagement bait. Here are 3 that I can think off the top of my head.
1. Robotaxi TAM: Tesla's already running unsupervised Robotaxis (no safety driver) in Austin tests as of late 2025, with plans to expand cities in 2026 — that's not vaporware, it's early scaling of high-margin autonomy.
2. Cross-country FSD milestone? Legit: A Tesla owner just nailed 10,000+ intervention-free miles on FSD v14.2 coast-to-coast in Dec 2025, including parking and Supercharging — verified via telemetry.
3. Model Y #1 for 3rd year? Tesla proudly claimed it in their 2025 recap as of the latest DEC 2025 data.
Stock still up ~11-25% in 2025 despite EV headwinds and ending of EV credits because the market prices in future upside: autonomy software margins, energy storage boom, Optimus, and robotaxi fleets. That's logical valuation, not "no reason."
Dismissing all that while cherry picking doubts is at best nothing but drivel.
> I bought BYD stock in 2025 before split in the hope that their market dominance will translate to great returns. The stock has pretty consistently traded down since then. Meanwhile Tesla stock soared purely on the air coming out of Elon’s mouth.
Interesting take there. Tesla Model Y is the #1 best-selling car globally in 2025 for the third year.
Meanwhile, your BYD is bleeding from real price wars and demand slumps. Tesla's valuation? Still baked in autonomy, energy, and AI upside not just car volume. Calling it "air" while hyping your own wishful dominance is nothing but peak projection.
Toyota RAV4 seems to be the best selling car globally in 2025, not model y.
Overall tesla models looks dated, quality is not great, ongoing safety issue with underwhelming responses, competition on the ev segment is just better on many points now.
> Toyota RAV4 seems to be the best selling car globally in 2025, not model y.
The data you're referring to is from Oct 2025 we're talking about the entire 2025 CY here.
> Overall tesla models looks dated, quality is not great, ongoing safety issue with underwhelming responses, competition on the ev segment is just better on many points now.
That's your uninformed biased opinion. If it were even remotely true, the Model Y will not be the world's best selling car for 3 years in a row. Math and sales numbers don't lie.
You cannot deny that Tesla has not been selling as well as other EV manufacturers. You also cannot deny that Tesla has took a heavy beating internationally.
Tesla valuation is not baked in anything, it's entirely hype about potential, and has absolutely nothing to do with automation, robotics, AI, energy. It is largely betting that Elon Musk will do well, not that Tesla will do well. It might as well just be called EM.
> You cannot deny that Tesla has not been selling as well as other EV manufacturers. You also cannot deny that Tesla has took a heavy beating internationally.
What other EV manufacturers are you even referring here? Do you even know the top 5 EV manufacturers in terms of global sales?
You are clearly clueless about the current state of EVs. I'm willing to bet you haven't even driven or owned a Tesla or BYD. So you're uninformed at best.
All I know is I'd never buy a Tesla. Having seen them up close, the quality control is clearly not priority one. Unacceptable for a vehicle at that price.
> All I know is I'd never buy a Tesla. Having seen them up close, the quality control is clearly not priority one. Unacceptable for a vehicle at that price
You must be trolling. 'Having seen them up close' isn't a serious basis for an opinion on an any vehicle. Take a proper 24-hour test drive and then talk about build quality.
Kei car is the smallest category of Japanese, expressway-legal motor vehicles. 'Kei' is diminutive for kei-jidōsha, (kanji: 軽自動車), "light automobile" or "compact automobile" (pronounced [keːdʑidoːɕa]).
*Key word* is “alternative” which is what I alluded to. It fits most of the use cases of the *Kei* class of vehicles and the price is really attractive.
Yeah, but that's an EV with a base price of $49,999, whereas the Hi-lux is around $10-12K. That's coming from someone who has been an all-EV household since 2017.
Maybe I've become incredibly biased against the 737 MAX through years of reporting / citations of substantial problems, but I'm sort of in the "ha! I'll believe it when I see it" for the MAX to do anything properly.
How about HN users that took actual Engineering and specialised in material sciences and are familar with the austenitic stainless steel family?
Meh, forget all that - are you stating that the steel cladding on current Cybertrucks is not showing pitting and corrosion despite claims to the contrary?
> With ICE I don't have to worry about any of that.
You don’t really do that with EVs either. The navigation system takes all of that into account, including live metrics such as temperature, wind, weather, and elevation. It takes the guesswork out of non-trivial tasks.
The only valid issue is the poorly maintained Electrify America chargers for non-Tesla EVs.
But that’s about to change in the U.S., since pretty much everyone is adopting the NACS/SAE J340 Standard. This will make them compatible with Tesla Superchargers.
Apps like ABRP also exist, which are even compatible with level 2 charging:
Surely this can't be a serious nor a logical statement so I'll have to assume it's a joke or engagement bait. Here are 3 that I can think off the top of my head.
1. Robotaxi TAM: Tesla's already running unsupervised Robotaxis (no safety driver) in Austin tests as of late 2025, with plans to expand cities in 2026 — that's not vaporware, it's early scaling of high-margin autonomy.
2. Cross-country FSD milestone? Legit: A Tesla owner just nailed 10,000+ intervention-free miles on FSD v14.2 coast-to-coast in Dec 2025, including parking and Supercharging — verified via telemetry.
https://www.youtube.com/watch?v=dnLswbNB0SU
3. Model Y #1 for 3rd year? Tesla proudly claimed it in their 2025 recap as of the latest DEC 2025 data.
Stock still up ~11-25% in 2025 despite EV headwinds and ending of EV credits because the market prices in future upside: autonomy software margins, energy storage boom, Optimus, and robotaxi fleets. That's logical valuation, not "no reason."
Dismissing all that while cherry picking doubts is at best nothing but drivel.