According to @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis in Austin by year-end, which would signal an imminent scale-up (source: @garyblack00). Over the last six months TSLA is up 47% versus NDX up 12% and Mag 7 up 22%, indicating the catalyst may be partly priced in (source: @garyblack00). Year to date TSLA is up 15% versus NDX up 21% and Mag 7 up 24% as FY 2026 adjusted EPS estimates have declined 46% on EV share losses (source: @garyblack00). Valuation is highlighted as extended at a 2026 P/E of 213x versus 35% long-term annual earnings growth, implying a 6.1x PEG and warranting caution (source: @garyblack00). No direct cryptocurrency market impact is cited by the source (source: @garyblack00).