Tesla Q4 Deliveries Falls Short

Is Tesla's performance underwhelming or is it all Elon Musk's political buzz? Or has Tesla evolved beyond just making EVs?

Tesla just reported 495k deliveries for Q4 and 1.704 million for 2024, missing analyst targets. But here's the thing - while the car sales numbers might not dazzle, Tesla's stock has skyrocketed over 60% in 2024.

Is this just because of Musk's political influence, or are people really betting on Tesla's future in autonomous driving, the upcoming robotaxi, and those intriguing humanoid robots (Optimus)? The stock drop after the delivery news suggests some disappointment, but the year's gain tells another story.

What do you guys think?

Is current Tesla's valuation now more about its futuristic projects than its current car sales?