I think this is one of Tesla’s most critical earnings calls in years. The weak Q1 delivery numbers are mostly priced in, so what really matters now is Musk’s commentary—especially on the low-cost model and robotaxi. Without clear updates, the EV story feels like it’s stalling, and investors are starting to lose patience.
I still believe in Tesla’s long-term AI potential, but the market needs more than just hype. If Musk can give concrete FSD or robotaxi rollout plans, sentiment could shift quickly. Otherwise, the high valuation becomes harder to justify, especially as margins remain under pressure due to ongoing price cuts.
With sentiment already so bearish, even modest good news could spark a rebound. I’m cautiously optimistic—this might be the bottom if Tesla can finally back up its bold promises. But if we just get vague timelines again, the market may not be forgiving this time.
@Tiger_comments @TigerStars
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