Cramer's Tesla Take: From EV Maker to Robotics Play, 'Call Me a Buyer'
Financial commentator Jim Cramer has turned conspicuously bullish on Tesla Inc. (NASDAQ: TSLA), reframing the electric vehicle pioneer not just as a car company but as a burgeoning robotics and artificial intelligence play.
On a recent broadcast, Cramer highlighted Tesla's latest quarterly results and strategic direction. "I know it's hard to believe how quickly this market can change its attitude," Cramer said. "What we heard last night wasn't from a struggling automaker, but from a company speaking the language of robotics and Cybercabs."
Tesla, known for its electric vehicles and solar energy systems, has long directed significant resources toward its Full Self-Driving (FSD) software and its humanoid robot project, Optimus. Cramer's commentary suggests a growing Wall Street narrative that may increasingly value Tesla on these future technologies rather than near-term automotive margins.
Analyst and investor reactions were mixed:
Michael Chen, Portfolio Manager at Horizon Capital: "Cramer is spotlighting a valid strategic pivot. Tesla's immense data pipeline from its fleet is a moat for AI development that pure-play car companies can't replicate. The robotics angle isn't fantasy; it's a logical extension of their autonomy work."
Sarah J. Miller, Tech Industry Analyst: "This feels like a narrative reset to justify current valuations. Promising a robot future is one thing, but scaling manufacturing profitably and navigating brutal EV competition is today's reality. The 'disastrous car company' line dismisses genuine operational challenges."
David R. Park, Retail Investor: "It's pure hype! One earnings call where they talk more about robots than falling delivery growth, and suddenly it's a new company? This is a classic distraction technique. Where are the numbers, the timelines? Investors are being sold dreams while execution stumbles."
Dr. Elena Rodriguez, Robotics Professor at Stanford: "The technical hurdles for useful, cost-effective humanoid robots are monumental. While Tesla's approach of leveraging automotive AI is interesting, commercial viability is likely a decade away, if not more. The market seems to be pricing in science fiction as near-term fact."
This analysis is based on public statements and financial disclosures. The views expressed by commentators are their own.