Image from MarketBeat Media, LLC. Key Points Octavia Wealth Advisors LLC boosted its Tesla stake by 18% in Q3 to 8,932 shares, valued at about $3.97 million according to its latest 13F filing. Insider selling has been notable: James R. Murdoch sold 60,000 shares and Kimbal Musk sold 56,820 shares, with insiders selling 119,457 shares (~$53.5M) in the last 90 days while still owning 19.90% of the company. Near‑term catalyst and risk: U.S. regulators granted a five‑week extension on the NHTSA FSD probe and Tesla touted a new Texas lithium refinery, but the Jan. 28 Q4 earnings report—amid split analyst views—creates potential volatility given thin margin for error. Here are the key news stories impacting Tesla this week: Positive Sentiment: U.S. regulators gave Tesla a five‑week extension to respond to the NHTSA probe into Full Self‑Driving traffic violations, reducing immediate regulatory pressure and buying time ahead of earnings. . Positive Sentiment: Data on owner loyalty and recent loyalty awards suggest strong repeat purchase behavior among Tesla drivers, supporting recurring vehicle demand and aftermarket revenue stability. . Positive Sentiment: Tesla highlighted a new lithium refinery in Texas aimed at strengthening its U.S. battery supply chain, which can help margin and production resilience long term. . Neutral Sentiment: Investors are trimming positions and booking profits ahead of the Jan. 28 Q4 earnings report, creating short‑term volatility but reflecting a defensive positioning rather than new fundamental news. . Neutral Sentiment: Analysts remain split: several firms still bullish on Tesla’s AI/robotics/energy potential while others flag valuation and delivery risks — leaving little margin for error into earnings. . Neutral Sentiment: Hyundai appointed a former Tesla humanoid‑robot lead as an adviser, highlighting industry talent movement in robotics — a sign of both sector interest and rising competition for talent. . Negative Sentiment: Commentary that a Ford‑BYD battery tie‑up could make Tesla "a footnote" underscores fears of intensified competition on cost and scale that could pressure volumes and margins. . Negative Sentiment: Robotaxi rivals are accelerating — WeRide reports >1,000 AVs and Waymo/NVIDIA remain strong competitors — raising doubts about Tesla’s robotaxi lead and timing for autonomous revenue. . Negative Sentiment: Tesla’s decision to end one‑time Full Self‑Driving purchases and shift to subscription has prompted customer backlash, prompted sales by large holders (eg., ARK) and prompted commentary that Tesla’s perceived software edge may be fading — a near‑term reputational and revenue mix risk. . Negative Sentiment: Analysts and commentators are flagging valuation and slowing deliveries (Q4 deliveries missed estimates), with some downgrades and low price targets that could amplify sell pressure if earnings disappoint. . Insider Buying and Selling