Tesla’s Robotaxi service, scheduled for tentatively launching on June 22, 2025, lags behind Waymo’s established business, offering 250,000 weekly rides to multiple US cities. Based on safety concerns, Elon Musk’s careful approach has slowed the deployment of Tesla’s Robotaxi service. However, Tesla’s long-term strategy could position it to overtake its competitors.
Boasted by Alphabet’s $5 billion investment, Waymo relies on Lidar and high-resolution mapping. In contrast, Tesla uses a vision-only system with cameras, aiming for a cost of 30-40% per miles, according to Ark Invest. This efficiency and Tesla vertical integration are seeking to promote scalability. With excellent scalability, each Ark forecast could result in a Robotaxi service that represents 90% of Tesla’s corporate value by 2029.
Tesla’s first release will be modest, using the 10-20 Model Y in the remote director Geofykend Austin area, similar to Waymo’s early steps. Critics note that Tesla’s fully automated driving system faces regulatory scrutiny, and its safety data follows Waymo. However, Bloomberg points out that Tesla’s 3 billion miles of FSD data could drive rapid improvements, especially if regulations are relaxed. While Waymo leads its operational experience, Tesla’s cost-driven model can disrupt the market. The June launch is a small but important step. If Tesla improves FSD and scale efficiently, it could potentially convert from Latecomer to Robotaxi race leader. However, new risks to the success of Tesla’s Robotaxi service have emerged this year: Musk’s public image.
What to see today
Revenue
economy
Market trading updates
Yesterday we discussed Potential risks from the market sale on Friday and the Israeli-Iran conflict. Apparently the market has already decided it’s not a big deal, and it has been gathering rapidly since the 20-DMA with yesterday’s opening. The market was violating the upward trend line from previous tests of the 200-DMA, but the pullback was sufficient “Buy a dipper” However, to intervene, the market remains over-acquired in the short term, and there is a risk of continuous integration over the coming weeks as buybacks begin to disappear into revenue.
However, the transaction you will watch is in US dollars. All Wall Street companies’ consensus trade isShort dollars” And in Bob Farrell’s famous quote: “all The experts agree. Other things tend to happen. ” So, when the dollar is significantly below the 200-DMA and sold at many levels, it has historically hit a bottom. This combination of conditions led to important countertrend gatherings in the dollar. If that rally occurs, forced shorts to cover, the rally could be quite fulfilling.
Rallying in the dollar can have a major impact on different regions of the market as foreign inflows are inversely reversed and thus gain dollar exposure. Low dollars support dollar-controlled assets like commodities, while strong dollars should offer strong bids to the Ministry of Finance.
It’s worth looking at the dollar as it’s likely that important trading opportunities are being built there.
Geopolitical conflicts boost the energy sector
The outbreak of a conflict between Israel and Iran last week raised oil prices amid targeted attacks. The price of Brent crude oil has since been pulled back from its peak. Nevertheless, this increase has boosted the energy sector compared to last week, when it was the best-selling sector against the S&P 500. Below table SimpleVisor It shows that energy is the second most over-acquired sector compared to the index. However, none of the sectors have been purchased in absolute excess as the market recovers from the slight drawdown caused by last week’s conflict.
Iran-Israel conflict and potential market impact
Iran and Israel conflict And the stock market is currently focused. As the direct strike escalated in June 2025, global financial markets quickly responded. Israeli airstrikes on Iran’s nuclear and energy infrastructure have led to retaliatory missiles and drone attacks from Iran. The Dow fell nearly 2%, the S&P 500 lost more than 1%, and oil prices skyrocketed more than 10% in a few days. Gold and the US dollar recovered as investors moved to safe assets.
With the holidays coming a week ahead of the reduced holidays, the market will still remain volatile as traders focus on real-time development between the two countries. As discussed last week, the market “Liberation Day” It was low and came into the news.
read more…
Tweet of the day
“Want to achieve better long-term success in managing your portfolio? Below are 15 trading rules to manage market risk.”
please Subscribe to our daily commentary You receive these updates every morning before the opening bell.
If you find this blog useful, please contact us to send it to others, share it on social media, or set up a meeting.
