Tesla (TSLA) shares fell 6.75% year-to-date. Retail sentiment turned sharply bearish over robotaxi execution risk. Tesla revenue declined 2.9% year-over-year while vehicle deliveries fell and capital demands hit $30B-$70B. Ford (F) gained 8.43% year-to-date with a less volatile strategy than Tesla’s moonshot pivot. Follow 24/7 Wall St. on Google Revenue dropped 2.9% year-over-year while pursuing capital-intensive robotics and AI projects Key executives are departing, including the Director of Vehicle Operations at Fremont Musk warned the $25,000 Cybercab robotaxi will be “agonizingly slow” to produce, despite targeting 2 million units annually Where Elon’s Vision Meets Market Reality Musk’s plan to add 100 gigawatts of solar manufacturing capacity ties into powering data centers for AI infrastructure, all while Morgan Stanley sees $190 billion in upside if Tesla becomes America’s top solar manufacturer. Still, it’s worth noting that these efforts will require $30-70 billion in investment even as vehicle deliveries decline and margins compress. Ford (NYSE:F) is up 8.43% year-to-date, benefiting from a less volatile strategy. For Tesla investors, the question is whether Musk’s vision across SpaceX, AI, and energy justifies the $1.565 trillion market cap, or if 2026 will expose the limits of betting on moonshots while the core business stumbles. Data Sources