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$Tesla Motors(TSLA)$ $Lucid Group Inc(LCID)$ $NVIDIA(NVDA)$ 🚀🍔🔋Tesla’s Hollywood Moment Meets the Robotaxi Reckoning🔋🍔🚀

Charging Stations, but Make It Cinema 🎞️🍿

Tesla just punched the accelerator in more ways than one: technologically, geopolitically, and culturally, and the timing couldn’t be more calculated ahead of its critical Q2 earnings release on 23Jul25.

At the heart of this narrative? A Supercharger station disguised as a retro-futuristic experience: the Hollywood Diner. Tesla’s app now officially shows the location, listing a jaw-dropping 80 Supercharger stalls at up to 325kW, with onboard entertainment streamed directly into your Tesla’s speaker system while you order dinner from your car screen. Think drive-thru meets drive-in meets digital era indulgence.

Robotaxi Rollout: Whisper or War Cry?

But that’s just the appetizer. The main course is autonomy. Select U.S. customers have started receiving text messages prompting them to upgrade their Teslas “in preparation for Robotaxi.” In Australia, Tesla’s local head has confirmed no regulatory blockers remain for FSD (Supervised) and rollout could begin soon, initially on HW4 vehicles. Internally, a rival AV expert admitted, perhaps begrudgingly, that Elon’s vision-only approach might be more scalable long-term than traditional sensor fusion.

Graphite Tariffs: The $1,000 Battery Question

While the entertainment and autonomy sides dazzle, the economics under the hood remain volatile. Tesla is locked in a battery war that’s mostly invisible to consumers. Graphite, making up less than 8% of a battery’s cost, is now the epicenter of fresh tariffs, with the U.S. Commerce Department slapping 93.5% duties on Chinese imports. That seemingly small input cost could spike battery prices by over $1,000. Despite Tesla’s intent to buy American, U.S. graphite producers still lack the capability to meet commercial-grade demands at Tesla’s scale and purity standards.

Margins Under Siege

This cost pressure lands just as Tesla fights multiple PR and policy battles. The Q1 print was brutal: revenue down 9% YoY, margins compressing to 16.3%, and no full-year guidance. Management cited macro and trade instability, and they weren’t exaggerating.

Musk vs. The World 🌍🌎🌏

Musk’s political entanglements have also taken a toll. In Europe, his support for Germany’s AfD party has led to order cancellations and scrutiny from major funds like Norges Bank. In the U.S., a very public clash with Trump has cost Tesla brand equity. The Harris Poll reported an 18-point drop in favorability among Democrats and 12 among independents. Meanwhile, Trump’s “Big Beautiful Bill” revoked federal EV tax credits, forcing Tesla into price-slashing territory to remain competitive. The Model 3 and Y saw markdowns up to $7,500, directly pressuring margins further.

Aggressive Incentives or Desperate Measures?

Still, Tesla isn’t idling. New U.S. promotions are aggressive:

• Model 3: 18 months free Supercharging (cash only), 0% APR with FSD (Supervised)

• Model Y: Lease from $349/month, 3.49% APR

• Cybertruck: $3,500 wheel upgrade bundled into inventory lease orders

The Earnings Call That Could Reshape Sentiment

The July 23 earnings call is now a must-watch event. Analysts will demand clarity on the robotaxi rollout, safety validation from the Austin pilot fleet, and roadmap expansion. The recent pop, $TSLA up 3.2% to $329.74, reflects some of that optimism, with shares breaking back into the Ichimoku cloud and MACD flipping bullish. A move above $340 could ignite another momentum leg higher, but investor trust remains fragile.

Wall Street: Split View from the Summit

UBS remains skeptical, citing deteriorating auto fundamentals and distractions from Musk. Deutsche Bank, however, is staying bullish, calling Tesla a long-term AI-driven platform play. Cathie Wood? Still all-in, noting that Musk’s renewed hands-on focus signals execution mode.

Vision Sells: But Execution Decides

Tesla isn’t just selling EVs; it’s selling a vision. Whether that’s enough to outpace inflation, tariffs, political fallout, and competition will be tested live on earnings night!

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