In general I don't have confidence but I withhold further judgement waiting for the upcoming earnings call.
I want to see what is their plan for FSD licensing, clarify on model2 wether its a go or no-go, more concrete information on robotaxis and hopefully some plan on improving battery tech which is a key component of EVs.
I am working in the semiconductor industry building the key components for EV and orders are being reduced whereas chinese EV manufacturers are ramping up.
I am disappointed in using tweets to create hype, it's unprofessional and does not add to my confidence. In order to turn things around make and share a clear plan. Tesla has the cash.
Opening up a new market in India is a good start, although they will want more than just let tesla sell cars, with current Factory loading and Mexico plant delays I don't think it makes Sense to build another manufacturing site in India
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