I understand theyre all-in on FSD and real world ai innovations but its looking so bad to keep missing earnings every quarter. They’ve missed 5 out of 6 of their last earnings now. Its not a good look while trading at near all time highs.
Their earnings call sounded quite bullish for 2025 while brushing off a weak 2024. Elon did highlight that 2025 will be the most important year for Tsla thus far.
I believe they will solve FSD and be a power player in the physical AI sector but they cant be missing earnings consistently like this.
Well I do think a part of the miss this quarter is partly due to magnitude of the beat last quarter. I think a miscalculation possibly. But regardless:
-Eps is whatever, they are investing hard into r&d
-Revenue I agree is concerning, but it does highlight this isn’t just a car company anymore. They slashed prices a lot and beat on deliveries multiple quarters. If you look at the growth in energy revenue, this is significant. It is expanding to a multifaceted company
I’m not telling you what to do but I’m not selling. I think with this after hours price action we are testing 500 in a couple weeks. I’ll sell the 550 monthly covered calls if we get there