With Tesla's Q2 earnings just -To The Moon - Tiger Brokers Online Investing Community - To The Moon

With Tesla's Q2 earnings just around the corner, market expectations have rarely been this muted. Analysts have slashed delivery and margin forecasts, citing intense price competition, soft demand, and Elon Musk’s ongoing political distractions. But when expectations are low — surprises can hit hard in the other direction.

Why the Bar Is So Low

Delivery dip: Tesla’s Q2 deliveries came in at 443,956, slightly above the most bearish estimates but still down year-on-year.

Margin pressures: Continued price cuts in key markets have weighed on gross margins, and few are expecting a dramatic recovery this quarter.

Muted guidance: The company’s full-year delivery outlook remains cautious, giving analysts little to cheer about.

But Could Tesla Surprise?

Model Y “L” momentum: The new variant in China could lift optimism around demand recovery and localized success.

Energy & services growth: Tesla’s non-auto businesses — like Megapacks and FSD subscriptions — could deliver upside surprises that are often overlooked.

AI & Dojo updates: Any forward-looking commentary on robotaxis, FSD licensing, or AI monetization could reignite bullish sentiment.

Big Picture

Tesla’s share price has been volatile, recently dipping below $300 amid political drama and shifting sentiment. But if Q2 earnings manage to outperform even slightly — or if Elon drops a forward-looking bombshell — the setup for a sharp rebound is there.

When the bar is set low, it doesn’t take much to jump over it. The real question is — are you positioned before the surprise hits?

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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vibzee
07-24
vibzee
Possible surprise

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Tesla Sell the News: Hold for Long Term?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c1986e5084bf4ec897ec09b8cc2dce25}&rnconfig={\"headerBarHidden\": true}","description":"On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package.\nUnder the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion.\nCan Musk realistically hit these ambitious milestones in the next decade?\nWill this massive pay package truly align Tesla’s growth with shareholder interests\nAfter the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?","image":"https://community-static.tradeup.com/news/706410be6256c41e601bcb73757cf697"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>With Tesla's Q2 earnings just around the corner, market expectations have rarely been this muted. Analysts have slashed delivery and margin forecasts, citing intense price competition, soft demand, and Elon Musk’s ongoing political distractions. But when expectations are low — surprises can hit hard in the other direction.</p>\n<p>Why the Bar Is So Low</p>\n<p>Delivery dip: Tesla’s Q2 deliveries came in at 443,956, slightly above the most bearish estimates but still down year-on-year.</p>\n<p>Margin pressures: Continued price cuts in key markets have weighed on gross margins, and few are expecting a dramatic recovery this quarter.</p>\n<p>Muted guidance: The company’s full-year delivery outlook remains cautious, giving analysts little to cheer about.</p>\n<p>But Could Tesla Surprise?</p>\n<p>Model Y “L” momentum: The new variant in China could lift optimism around demand recovery and localized success.</p>\n<p>Energy &amp; services growth: Tesla’s non-auto businesses — like Megapacks and FSD subscriptions — could deliver upside surprises that are often overlooked.</p>\n<p>AI &amp; Dojo updates: Any forward-looking commentary on robotaxis, FSD licensing, or AI monetization could reignite bullish sentiment.</p>\n<p>Big Picture</p>\n<p>Tesla’s share price has been volatile, recently dipping below $300 amid political drama and shifting sentiment. But if Q2 earnings manage to outperform even slightly — or if Elon drops a forward-looking bombshell — the setup for a sharp rebound is there.</p>\n<p>When the bar is set low, it doesn’t take much to jump over it. The real question is — are you positioned before the surprise hits?</p></body></html>","htmlText":"<html><head></head><body><p>With Tesla's Q2 earnings just around the corner, market expectations have rarely been this muted. Analysts have slashed delivery and margin forecasts, citing intense price competition, soft demand, and Elon Musk’s ongoing political distractions. But when expectations are low — surprises can hit hard in the other direction.</p>\n<p>Why the Bar Is So Low</p>\n<p>Delivery dip: Tesla’s Q2 deliveries came in at 443,956, slightly above the most bearish estimates but still down year-on-year.</p>\n<p>Margin pressures: Continued price cuts in key markets have weighed on gross margins, and few are expecting a dramatic recovery this quarter.</p>\n<p>Muted guidance: The company’s full-year delivery outlook remains cautious, giving analysts little to cheer about.</p>\n<p>But Could Tesla Surprise?</p>\n<p>Model Y “L” momentum: The new variant in China could lift optimism around demand recovery and localized success.</p>\n<p>Energy &amp; services growth: Tesla’s non-auto businesses — like Megapacks and FSD subscriptions — could deliver upside surprises that are often overlooked.</p>\n<p>AI &amp; Dojo updates: Any forward-looking commentary on robotaxis, FSD licensing, or AI monetization could reignite bullish sentiment.</p>\n<p>Big Picture</p>\n<p>Tesla’s share price has been volatile, recently dipping below $300 amid political drama and shifting sentiment. But if Q2 earnings manage to outperform even slightly — or if Elon drops a forward-looking bombshell — the setup for a sharp rebound is there.</p>\n<p>When the bar is set low, it doesn’t take much to jump over it. The real question is — are you positioned before the surprise hits?</p></body></html>","text":"With Tesla's Q2 earnings just around the corner, market expectations have rarely been this muted. Analysts have slashed delivery and margin forecasts, citing intense price competition, soft demand, and Elon Musk’s ongoing political distractions. But when expectations are low — surprises can hit hard in the other direction. Why the Bar Is So Low Delivery dip: Tesla’s Q2 deliveries came in at 443,956, slightly above the most bearish estimates but still down year-on-year. Margin pressures: Continued price cuts in key markets have weighed on gross margins, and few are expecting a dramatic recovery this quarter. Muted guidance: The company’s full-year delivery outlook remains cautious, giving analysts little to cheer about. But Could Tesla Surprise? Model Y “L” momentum: The new variant in China could lift optimism around demand recovery and localized success. Energy & services growth: Tesla’s non-auto businesses — like Megapacks and FSD subscriptions — could deliver upside surprises that are often overlooked. AI & Dojo updates: Any forward-looking commentary on robotaxis, FSD licensing, or AI monetization could reignite bullish sentiment. Big Picture Tesla’s share price has been volatile, recently dipping below $300 amid political drama and shifting sentiment. But if Q2 earnings manage to outperform even slightly — or if Elon drops a forward-looking bombshell — the setup for a sharp rebound is there. When the bar is set low, it doesn’t take much to jump over it. 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