How Schwab Network’s view on $TSLA changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS4 entries
2026-09-09
“TSLA Cybercab Sees Fork in Road Between Safety & Production”
Unclear regulatory path hampers scaling; valuation at ~170x 2027 EPS leads to hold.

It's got a pretty impressive pedigree in terms of its technical aspects. Whether it's the no rare earth metals that are in the 219 horsepower motor or the 48 kWh battery that can apparently deliver over 400 miles of range, which is incredibly efficient uh range level for that small of a battery.

And you know, there's no uh brake traditional brake system. It doesn't have any brake lines or hydraulic fluid. It's all being done through uh electric motors and switches right at each wheel.

2026-09-04Bullish
“Bull v. Bear: TSLA Cybercabs Hit Road, Accelerates GOOGL Waymo Competition”
Speaker defends Tesla's CyberCab launch against negative media coverage, viewing Elon Musk as a visionary and the event as successful despite regulatory concerns.

Tesla shares are slowing down today following the launch of the much-hyped CyberCube event featuring a car without brakes and without a steering wheel. The company did not broadcast the event live as it had done with previous dazzling shows such as "Cyber Truck".

Tesla has now registered approximately 48 Cyber Cab vehicles in Texas, although a federal filing estimates production at around 1,000 of them.

2026-09-04Bearish
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2026-08-31
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