Bear CallStill Playing Out3 Months
TS
TSLA
Tesla Inc.
Ravi Nair's Call
Auto margins are the story, and the story is compressing
Recorded at
$309.00
Now
Since recorded
—Call is
— Call Recorded Jul 4, 2026by Ravi Nair (@ravibuilds)
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Another View
Disagree? Make your own Bull Call on TSLA.
Bull 67%3 Calls on TSLABear 33%
Where members stand — not who's right. The market decides that.
Their reasoning
Autonomy optionality is real but unpriceable today. Meanwhile core auto gross margin is under pressure from price cuts and competition. You're paying a software multiple for a hardware margin trend.
- 1Price cuts are hitting margin.
- 2Global EV competition intensified.
- 3Autonomy timeline keeps slipping.
Biggest risk
A credible, regulator-approved robotaxi launch that re-rates the entire narrative.
Let's see what happens.
Look at TSLA first