Earlier this week, we discussed how the options market was preparing for the robotaxi event that Tesla (TSLA) hosted last night. We noted that there was a roughly even split between bulls and skeptics, with a slight bias toward skepticism. Aftert this morning’s downbeat reaction, it occurred to me that TSLA’s history can be divided into two eras at TSLA: BT (Before Twitter) and AX (After X). The performance difference is stark.
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