Tesla Master Plan IV: Does It Really Change TSLA's Investment Case?
Key Takeaways Tesla unveiled Master Plan IV, centered on AI, robotics, autonomy and energy growth.TSLA faces declining deliveries and shrinking share as rivals like BYD gain ground.Q2 revenues dropped at the sharpest pace in a decade, while shares fell 16% year to date.Tesla (TSLA) disrupted the auto industry with its electric vehicles (EVs), but it no longer holds the first-mover advantage. The EV space has become increasingly crowded, competition is intensifying, and Tesla’s market share is shrinking. Ami ...