Margin will be even lower, no news about the affordable cars, no $25k car, can't sell Cybertruck hence $20k price reduction. No details how Robotaxis are rolled out or when. Regulatory approval of FSD outside of US looks bad, won't happen in EU for the next years, China maybe in a couple of years. Recent death of pedestrian shows that the vision only FSD is incapable of working in low visibility settings like fog, so not even close to autonomy whilst Waymo ramps up more and more cars (especially when theit new, much cheaper cars are coming out). Lastly, Elon is pissing off every single buyer or owner with his right wing politics and antics. He needs to sell Tesla shares to pay off his interest as X makes a huge loss. He will also not get any compensation as the verdict from Delaware Chancery court will be out soon.
Positives? Hmh, the can only sell their old cars when they offer 0% financing or $20k off like the Cybertruck. Share price will drop a lot, be aware!
Tesla Earnings Preview: Progress on Robotaxi and Gains in China are Focus
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thx for sharing. Good point