Analyst Ming-Chi Kuo Posts On X "1. Some Market Participants Are Optimistic About Tesla's Robotaxi Event on October 10. However, My Latest Supply Chain Survey Indicates That Tesla's Robotaxi (Aka Cybercab) May Enter Mass Production in 1Q27. Because Mass Production Is Still Some Time Away, Expectations for a Significant Rally in $TSLA Following the Event May Be Overly Optimistic..."

1. Some market participants are optimistic about Tesla's robotaxi event on October 10. However, my latest supply chain survey indicates that Tesla's robotaxi (aka Cybercab) may enter mass production in 1Q27. Because mass production is still some time away, expectations for a significant rally in $TSLA following the event may be overly optimistic.

2. Whether the robotaxi service uses purpose-built self-driving cars or leverages existing Tesla owners' cars, the most important factor is that the company's FSD technology must meet the government's requirements (some state governments require Level 4) before providing the robotaxi service. I believe Tesla already has the necessary hardware design and manufacturing capabilities to produce robotaxis. However, the mass production timeline of 1Q27 may mean that FSD couldn't achieve Level 4 capability until after 2027.

3. The robotaxi trend undoubtedly represents a promising future, but more patience may be needed before it arrives. The above analysis focuses only on the short-term impact of this week's Tesla event on the stock price. Long-term investors could disregard the above analysis.