Should investors sell immediately? Or is it worth buying Tesla? Despite these reports, Elon Musk has reiterated his aggressive timelines on the social media platform X. The scheduled start of production for the “Cybercab”—an autonomous vehicle designed without a steering wheel or pedals—remains set for April. Furthermore, Tesla appears to be planning a reallocation of production capacity at its Fremont factory, shifting resources from Model S and X manufacturing to support the development of the humanoid “Optimus” robot. Musk has forecast that this project will begin to materially impact the business from 2029 onward. US Market Countermeasures and Investor Sentiment In response to softening demand, Tesla is deploying aggressive financing incentives in its home market. The automaker is now offering an effective annual interest rate of 0.99% for terms of up to 72 months on the Model 3 in the United States. The mixed news flow is reflected in the activity of institutional investors. Financial firm Morgan Stanley reduced its Tesla holding for the third consecutive quarter, although the stock continues to be among the investment bank’s largest positions. Tesla shares, currently trading around $412, have shed approximately 3% of their value over the past week. The upcoming Cybercab production milestone, slated for April, is now viewed as a critical test for the stock’s trajectory. Any delay in this launch would likely further erode confidence in Musk’s timelines, particularly against the backdrop of tangible sales difficulties in China. Ad