While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher.

Dude, are you for real? Earnings were an utter disaster. And Robotaxi isn’t scaling worth squat. Be serious.

Robotaxi is a big joke. Always has been and always will be. Even if they release, the so called economics of it are suspect. At best they can replicate Uber revenues but not the trillions we’ve been hearing over the years!

LOL Tesla isn't even close to where Musk said they would be in 2020. Come on Gene, you're better than this.

They are just beating us down until we are begging for a SpaceX merge.

Super exciting. If you find bankruptcy exciting.

Gene, I recommend you get a brain scan.

Most people still value Tesla as a car company and SpaceX as a launch company. If they evolve into a unified AI platform, traditional valuation models will struggle to keep up. The market would have to price an entirely new category of company.

"TSLA shares will likely be down tomorrow" That is correct! Are we recording this?

Serious question: are you high?

Concerning that you don't address at all how expensive the stock is relative to the fundamentals of the company. Ultimately that is why investors in $TSLA are losing money. Your implication is "retail investors are idiots" and will just keep paying absurd multiples for lackluster growth relative to the market.

@wholemars TSLA should by now had new vehicles in every segment and become the largest producer of automobiles in the world. Instead it’s chasing a technology (FSD) that is extremely difficult and a solution for a problem that does not exist today. .

Gene - you must be a paid shill- come clean !

Huh. All Just pipe dreams ie robo taxis and and FSD. It’s a car company. Thankfully for musk and shareholders, weird worms like you will constantly cheerlead it no Matter what

A very short sighted market environment with every “negative” spin amplified and at the same time,huge short and long term positives discounted…not for the weak of heart but this is where the money is made..

How is a merger between 2 largely overvalued companies a good thing? Someone is going to get diluted in a big way.

Don’t understand why there isn’t a massive rush to FSD. BEEN USING IT FIR FOUR YEARS. It really bullet proof now. Especially great for all the older drivers. It’s a mystery to me.

Near-term tape can punish $TSLA on oil/rates even when the long cycle improves. Capex + FSD adoption only matter if the multiple survives a sticky 10Y and a hot crude complex first.

Ignore all the negativities! TSLA had a strong Quarter. Will outperform and a long term investment.

400+ By Fridays close imo this Selloff was low Volume just like all these down days . Earnings Over TSLA gets to all time Highs imo only

great summary, thx Gene

🤡

So really no short term catalysts..

They are nowhere near where Elon said they would be over the years (many irresponsible promises) and a flat stock price for over 5 years confirms this as Tesla investors are exhausted. Will a merger with SpaceX really help the situation? Will 1+1=2?

Gene is the GOAT. I always love and appreciate his analysis.

@wholemars If you believe in Tesla and are a long-term hold, it’s a tremendous buying opportunity.

Yes “Long term” since a long long time! 🙄 $TSLA

long term vision is solid but execution remains the real test

Influencers and peddlers are panicking

@wholemars FSD🎉👍

Blah blah blah. At what point do you just admit you were wrong?