17
Auto margins are still under pressure from China price wars. Energy biz is the only segment growing margin.
Tesla
$TSLA · 6 posts · tap for details
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24
Anyone valuing this as auto + energy + robotaxi optionality? What discount do you apply to the optionality?
37
Robotaxi day catalysts are stacking up. Even a modest unveil reprices the multiple.
0
this is strage
40
FSD v12.6 wide-rollout starting. Disengagement rates will be the headline number to track.
1
Energy storage deployments doubling YoY. Margin profile here is mid-20s and underappreciated.