@Shyon:
As a $Tesla Motors(TSLA)$ bull, I am most interested in the bigger picture beyond quarterly deliveries. The delivery beat is encouraging, but the 2% YoY decline reminds me that Tesla still faces challenges in its core EV business. For me, the real growth opportunity lies in FSD, Robotaxi, Optimus and AI. The new Roadster is certainly exciting from an engineering perspective, especially its rocket-inspired technology. However, I see it more as a showcase of Tesla’s innovation than a major revenue driver. I would rather see Tesla turn its ambitious technologies into commercially viable products that can scale. I remain bullish on Tesla’s long-term vision, but I also understand the market demands execution, not just promises. Chinese automakers are becoming increasingly competitive, so Tesla cannot afford to stand still. I will continue holding with a long-term perspective while watching for tangible progress in autonomy and robotics. @TigerStars @Tiger_comments @TigerClub
As a $Tesla Motors(TSLA)$ bull, I am most interested in the bigger picture beyond quarterly deliveries. The delivery beat is encouraging, but the 2% YoY decline reminds me that Tesla still faces challenges in its core EV business. For me, the real growth opportunity lies in FSD, Robotaxi, Optimus and AI. The new Roadster is certainly exciting from an engineering perspective, especially its rocket-inspired technology. However, I see it more as a showcase of Tesla’s innovation than a major revenue driver. I would rather see Tesla turn its ambitious technologies into commercially viable products that can scale. I remain bullish on Tesla’s long-term vision, but I also understand the market demands execution, not just promises. Chinese automakers are becoming increasingly competitive, so Tesla cannot afford to stand still. I will continue holding with a long-term perspective while watching for tangible progress in autonomy and robotics. @TigerStars @Tiger_comments @TigerClub

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