Just been watching TSLA lately and honestly the robotaxi delays are really weighing on this stock. Down 16% year-to-date and sitting around $378 this week, which is rough considering how much hype was built around their autonomous vehicle rollout. The thing is, the NHTSA just cleared them on that Model Y steering bolt issue without requiring a recall, which should've been good news, but the market barely reacted.

What's actually dragging sentiment down is how slow the robotaxi expansion has been. They started operations in Austin last June, but geographic growth hasn't materialized like investors expected. Same story with the Optimus robot - timelines keep getting pushed back. Even Deutsche Bank's analyst basically said scaling physical AI is just harder than anticipated.

Their Q1 earnings were mixed too. EPS beat at $0.41 versus $0.39 expected, but revenue came in light at $22.39B versus the anticipated $22.96B. And now they're planning a $25B capex push for 2026 that's expected to turn free cash flow negative, which spooked people. Wall Street's all over the place on this - price targets range from $220 to $428, so there's no real consensus forming. Some insiders have been quietly selling shares too, which doesn't help the narrative.