There's an interesting mismatch playing out right now. Tesla's EV deliveries are sliding, quarter after quarter—the numbers don't lie. Yet somehow, Wall Street analysts remain laser-focused on the robotaxi vision, treating it like the golden ticket that'll unlock massive returns.

It's this weird split: the bread-and-butter business is struggling, but everyone's betting the farm on tomorrow's sci-fi scenario. Either this shows incredible conviction in autonomous tech disrupting transportation as we know it, or it's a classic case of the market pricing in hope rather than current reality.

The question that matters for investors—is the robotaxi moonshot enough to carry the narrative, or are falling EV sales eventually going to drag sentiment down? Capital flows follow stories, and right now those stories are pointing in opposite directions.

What's your take? Are you buying into the robotaxi thesis, or does slowing EV sales feel like a red flag that's hard to ignore?