# Tesla Stock Update: EV Slowdown vs. AI Optimism - A Divided Market Outlook
Dive deep into Tesla's current market position as shares trade around $431, with a market cap of $1.43 trillion despite disappointing Q4 2023 vehicle deliveries. Our latest episode examines how Tesla's traditional automotive business shows signs of stalling growth, while the company's future hinges on ambitious AI initiatives including robotaxis, Cybercab, and the Optimus robot.
We analyze the stark division among Wall Street analysts - from GLJ Research's bearish $25 target to New Street Research's bullish $600 projection - and explore how Dan Ives of Wedbush sees potential for a $2-3 trillion valuation if Tesla's AI roadmap delivers. Learn why Tesla's rich valuation now depends more on proving itself as a technology company rather than just an automaker.
Perfect for investors navigating Tesla's complex story, this episode breaks down the competing narratives shaping one of the market's most controversial stocks. Subscribe now for insightful market analysis from Quiet Please Productions.
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