Should investors sell immediately? Or is it worth buying Tesla? Simultaneously, the company launched an aggressive marketing push in the Netherlands for its “Full Self-Driving” (FSD) technology. Starting December 2nd, potential customers have been able to experience the system’s autonomous capabilities through supervised test drives. This initiative serves a dual purpose: gathering crucial data for European regulators and building momentum for a hoped-for continent-wide rollout by early 2026. Underlying Hardware Advances Further intrigue emerged from firmware leaks on Tuesday. Code references point to a new “IMX00N” camera sensor, potentially signaling the introduction of “Hardware 5” or a substantial upgrade to the current HW4 generation. This development underscores Tesla’s continued heavy investment in the technological backbone of its autonomous driving ambitions. The core dilemma for investors remains unresolved. Burry’s analysis is grounded in traditional valuation metrics and current profitability. In contrast, the market’s premium valuation prices in a future where revenue could be multiplied by robotaxis and humanoid robots. Despite periods of volatility, Tesla’s stock has appreciated more than 13 percent year-to-date, reflecting sustained investor faith in Musk’s long-term vision. All eyes now turn to the quarterly report due in late January 2026. This disclosure will be critical for Tesla to demonstrate whether its current pricing strategy and record Q3 deliveries are successfully translating into profits, or if Michael Burry’s warnings will begin to resonate more powerfully on Wall Street. Ad