Clock Ticking for TSLA? Hatem Dhiab Says Musk Needs AI, Robotaxi Timelines

Analyst Hatem Dhiab warns that Tesla’s core EV business may be under pressure due to an inventory build-up in Europe and the U.S., and criticizes the company’s failure to deliver on AI and robotaxi timelines promised years ago. His comments, aired ahead of Tesla’s quarterly report, suggest downside risk to near-term revenue/earnings and to the stock’s valuation if management can’t provide clearer AI/robotaxi execution milestones. Market sentiment around TSLA may tilt negative into the earnings release after the close on Wednesday, increasing volatility for the stock.