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Charged: JPMorgan says Tesla–SpaceX tie-up ‘coherent,' but sees 'bottleneck'

Institutional investors and professional traders rely on to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell. From the hotly-debated high-flier Tesla (TSLA), Wall Street's newest darling Rivian (RIVN), traditional-stalwarts turned EV-upstarts GM (GM) and Ford (F) to the numerous SPAC-deal makers that have come public in this red-hot space, has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector. Click here to check out Tesla's recent Media Buzz Sentiment as measured by TipRanks. ON THE SIDELINES: Citizens initiated coverage of Tesla with a Market Perform rating and no price target. Robotaxis are coming, but the firm expects a slower ramp. In addition, physical AI's potential is "immense," but Citizens is concerned that the optimism built into the valuation from Optimus and Robotaxi suggest too near a launch for both products and it believes they are further from contributing to the company than the Street currently appreciates. With more conservatism for Tesla's new growth engines, the firm notes.

TSLA

Institutional investors and professional traders rely on to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.

From the hotly-debated high-flier Tesla (TSLA), Wall Street's newest darling Rivian (RIVN), traditional-stalwarts turned EV-upstarts GM (GM) and Ford (F) to the numerous SPAC-deal makers that have come public in this red-hot space, has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.

Click here to check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.

ON THE SIDELINES: Citizens initiated coverage of Tesla with a Market Perform rating and no price target.

Robotaxis are coming, but the firm expects a slower ramp.

In addition, physical AI's potential is "immense," but Citizens is concerned that the optimism built into the valuation from Optimus and Robotaxi suggest too near a launch for both products and it believes they are further from contributing to the company than the Street currently appreciates.

With more conservatism for Tesla's new growth engines, the firm notes.