Musk's repositioning of Tesla as an AI and robotics company, rather than merely an automaker, could lead to a reevaluation of the company's stock by investors. The emphasis on AI and robotics, areas with significant growth potential, alongside the better-than-expected performance in China, positions Tesla favorably. However, the missed revenue estimates may temper immediate stock reactions, but the long-term outlook, especially with potential licensing deals for its Full Self-Driving software, could bolster investor confidence.