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TSLA Needs EV "Win Today" to Fund Future, "Well Positioned" for 2026 & Beyond

TSLA Needs EV "Win Today" to Fund Future, "Well Positioned" for 2026 & Beyond

Schwab Network · Schwab Network

September 9, 20257m 45s

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Show Notes

Austin Lyons understands the bullish optimism behind Tesla's (TSLA) A.I.-centric future. However, he argues it needs a "win today" in the EV space to fund that future. Austin sees Tesla's EV business facing challenges as Chinese automakers release cheaper options. Ben Rose makes the case that Tesla is "well positioned" for the challenge. He says the EV tax credit removal will actually help Tesla, adding that the board's proposed pay package for Elon Musk will motivate him to push the Mag 7 company forward.


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