As Tesla doubles down on AI, this analyst says its stock has gotten harder to recommend
1. Analyst cautious on TSLA due to unproven AI projects affecting valuation. 2. Only 12% of Tesla's fleet has adopted Full Self-Driving amid scrutiny. 3. Tesla plans robotaxi expansion and production of Cybercab, Optimus robots. 4. Truist analyst estimates 22% of TSLA's value from core automotive and energy. 5. Improvements needed for FSD to scale autonomous ride-hailing service.