Auto Gross Margins (ex-credits

Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments.

Autonomous & FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight.

Energy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.

45 Cybercabs on the Road — Enough to Justify a $1.49 Trillion Autonomy Narrative?

Tesla rose 5.42%, then flat after hours: the session priced the launch, the after-hours the reality. Cybercab began carrying passengers in Austin with no wheel or pedals, invite-only, 45 cars; regulators opened a safety review. Waymo opened paid service in three cities the same day. Tesla is ~$1.49tn at ~350x, down 16% YTD, on 45 cars of proof. Bulls: demo-to-passengers is the threshold, owner-operators scale it without capex. Bears: 45 is nowhere near profitable, and a formal probe takes the timeline out of Tesla's hands. Tesla on miles driven, Waymo on paid cities, or wait on the regulator?

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