Jim Cramer on Tesla: “We Want to Hear About Self-Driving Cars, We Want Robots”

Jim Cramer told viewers investors no longer want to hear about Tesla as a pure auto maker and instead want progress on self-driving, humanoid robots and other AI-driven initiatives. He warned that Tesla’s recent underwhelming production and delivery results and deteriorating auto fundamentals could pressure the stock unless the company shows tangible progress on Robotaxis or humanoid robots. Cramer also noted that a potential SpaceX IPO could remove Tesla’s “scarcity value” as the primary public play on Elon Musk, prompting investors to rotate out of TSLA. Analysts still expect sales and earnings growth in 2026–2027, but Cramer’s view implies downside risk for the equity absent clear execution on next-generation technologies.