Shares of Tesla Inc (NASDAQ: TSLA) have had a solid couple of weeks since hitting a multi-month low last month. The stock’s up more than 30% since early April and is currently trading around $440, putting it back in territory that not too long ago had felt out of reach.
The broader bull case around full self-driving (FSD), robotaxis, and Optimus has been well documented, and the company's most recent earnings report did little to dampen enthusiasm. However, a new and potentially more significant narrative is beginning to take shape, one that could redefine Tesla as a company.
