An analyst cautioned that pricing headwinds and stiff competition from Chinese EV makers could weigh on near-term sales.

Multiple executives at Tempus AI Inc. executed significant share sales totaling $20.3 million between Feb. 4-7, according to recent Securities and Exchange Commission filings. The transactions occurred as the company's stock has surged 101.34% year-to-date.

Ark Invest made significant trades on Friday, including buying Amazon and Roblox stock and selling Palantir stock. Other key trades were also made.

Investor frustration was evident on Stocktwits, with several bearish users blaming Musk’s political distractions for Tesla’s underperformance.

On Thursday, February 6, 2025, Cathie Wood-led Ark Invest sold shares of Palantir, Reddit and Robinhood. Ark purchased shares of Qualcomm and Amazon.

While Cathie Wood may have dumped Palantir, statistical trends point to PLTR stock as a potent example of a FOMO trade.

On Wednesday, Cathie Wood-led Ark Invest made significant trades involving Palantir Technologies Inc. (NASDAQPLTR) and Robinhood Markets Inc. NASDAQ:HOODNASDAQHOOD)

On Tuesday, Feb. 4, 2025, Cathie Wood-led Ark Invest dumped $7.4 million worth of Palantir stock even as the shares rose 24% over 24-hours.

ETFs are becoming popular for investors looking for exposure to high-growth stocks without single-stock risk. Palantir's strong Q4 earnings make it a top holding in 4 ETFs, including ARKK, SHLD, and FPX.

According to a Barron’s report, about 15% of the parts in a Model Y sold in the U.S. come from Mexico.

Sentiment on Stocktwits, where Tesla has nearly a million followers, improved to ‘neutral’ Friday afternoon from ‘extremely bearish’ a day ago.

Cathie Wood-led Ark Invest made significant trades involving CRSP, TXG, RBLX, ACHR, NU, ADYEY, ACCD, and AVAV.

CEO Elon Musk touted FSD as the “largest value increase in human history” and projected Tesla would be producing “hundreds of millions” of Optimus humanoid robots annually within a few years.

On Thursday, Jan. 30, 2025 Cathie Wood-led Ark Invest sold $10.4 million worth of Palantir shares through its flagship fund.

On Tuesday, Jan. 28, 2025 Cathie Wood-led Ark Invest sold shares of Tesla ahead of its fourth-quarter earnings. Wood purchased Amazon shares on the same day.

Over the weekend, the Tesla CEO virtually addressed a rally for Germany’s far-right party, making controversial remarks about moving beyond Germany’s Nazi history.

On Monday, Jan 27, 2025 Cathie Wood-led Ark Invest purchased shares of Nvidia-rival AMD through its ARKW fund. The transaction was valued at $4.89 million.

A regulatory filing from Wednesday night disclosed that Tempus AI founder and CEO Eric Lefkofsky sold 946,084 shares of Tempus between Jan. 15-17.

The market has largely interpreted the move as positive for Tesla’s margins, especially as Trump’s administration prepares to roll back pro-EV policies and eliminate tax rebates.

The analyst also raised his bull case target to $650, noting that Tesla could achieve a $2 trillion market cap by the end of 2025 as its autonomous technologies, including the Cybercab, begin to take shape.