● Tesla Stock: Double in 12 Months? Musk Reacts.

Tesla: A Comprehensive Look from Political Controversies to the Future of Autonomous Driving

Political Tensions and Budget Objections

First, the reason for the 3.5% drop in Tesla’s stock price to $332.05 on June 4, 2025, is due to Musk’s political remarks.
Musk strongly criticized the Trump budget proposal, raising issues with the elimination of electric vehicle tax credits and the abolition of solar and battery subsidies.
These statements reveal anger over corrupt budget execution and reflect concerns about the government’s large-scale spending and deficit expansion.
Furthermore, the clash between Musk’s political messages and government policies is affecting Tesla’s short-term and medium-term business prospects.

Regulatory Credits and Revenue Status

Tesla’s total revenue for Q1 2025 was recorded at $19.335 billion.
Regulatory credit revenue was only $595 million, accounting for 3.08% of total revenue, but without this revenue, it could have been a deficit.
In particular, the energy storage systems, Megapack and Power products, generated $2.73 billion in revenue, growing 67% year-over-year, highlighting diversified revenue generation.
This is interpreted as contributing to Tesla’s stable revenue structure and future growth engine.

Media Criticism and FSD Controversy

Prior to the Robotex event scheduled for June 12, Bloomberg pointed out the limitations of Tesla’s FSD autonomous driving technology.
Criticism continued, highlighting accidents related to the old FSD version 11 and ignoring the differences with the current version.
However, Tesla is accelerating technological innovation with the transition to FSD version 12 in early 2024 and the operation of the latest version 13, comparing it to upgrading from 2G to 5G smartphones.
The application of past technology standards by the media has been criticized by some as ‘fake news’ and is causing backlash from Tesla fans.

Trends in the Chinese and European Markets and Tesla’s Response

In the Chinese market, Tesla’s sales in May 2025 decreased by 15% year-over-year to 61,662 units, experiencing difficulties.
On the other hand, competitors such as BYD, Li Auto, Xpeng, and Nio are showing significant sales growth.
In the European market, sales have been declining for five consecutive months in major countries such as the UK, Germany, and Italy.
A Tesla spokesperson predicted the transition to the Berlin New Model Y and subsequent sales recovery, expressing expectations for improvement in the situation.

Investment Prospects and a Future Focused on AI/Autonomous Driving

Wall Street analyst Dan Ives predicts that Tesla’s stock price will double in the next 12-18 months.
The most positive aspect for investors is that Tesla is establishing itself as a leader in AI, autonomous driving, and robotics, rather than just a car manufacturer.
Despite Musk’s political controversies and short-term difficulties, Tesla’s future value stems from autonomous driving technology, robotics, and AI technology innovation.
For example, there is a possibility of creating over $1 trillion in value through the Robotaxi scheduled for release on June 12, and there is also a possibility that the market capitalization will reach $2 trillion in the future.

< Summary >

Tesla is experiencing short-term difficulties due to political tensions and budget controversies.
However, it is securing future growth engines through technological innovation and diversified revenue generation, such as regulatory credits and energy storage system sales growth, and the introduction of the latest FSD version.
Despite challenges in the Chinese and European markets, investment experts expect stock prices to rise centered on 4th industrial revolution technologies such as AI, autonomous driving, and robotics, and predict a double jump in the short term.
The key is that Tesla is being reorganized as a company that leads the best technology markets such as economics, investment, Tesla, AI, and autonomous driving, going beyond a simple car company.

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