As Tesla prepares for its anticipated Robotaxi service rollout, investor caution is growing ahead of the company's earnings report scheduled for April 22. Despite achieving increased vehicle deliveries and revenues, stock prices have recently dipped, reflecting concerns over weak EV demand and potential earnings shortfalls. The company is also navigating the complexities of regulatory approvals for its full self-driving technology, which is pivotal for its future growth strategy.
“블룸버그에서 어, 지난 몇 분기 동안 테슬라가 사이버트럭을 스페이스 X에다가 팔면서 예, 차량 인도 숫자를 올렸다. 뭐 매출을 올렸다.”
“NHTSAS에서 이제 로봇 택시 사고 건수를 이제 발표를 했는데 작년 6월부터 자, 올해 3월까지 발표를했는데 테슬라는 사고 사고가 한 번도 없었다고 합니다.”
“Tesla still it kind of got sold off off of the open dips dips got bought up and then now we're kind of coming into these pre-market highs on Tesla.”
“Yeah, I'm in that I'm in this Tesla short. It's slowly starting to break down here, Obie.”
“Tesla started that price war, and as I would expect, everyone retaliated. Everybody started cutting prices.”
“they're sending a signal to the regulators here that, you know, we're not going to announce that we're firing everybody.”
“Tesla'nın gizli bilgisayarına yakından bakalım. Rakiplerinin yaklaşamadığı teknoloji, bu çiplerde ve yazılımda saklı. Herkes otonom sürüş için LIDAR, Radar kullanırken; Tesla, sadece 8 küçük kameradan gelen görüntüyü bu bilgisayarda işliyor.”
“Ford's been modeling their EV business off of BYD? Maybe they should try modeling it off of Tesla; it hasn't gotten them very far looking at Chinese competitors.”
“That $TSLA-to-$450 weekly call from enrichtrades is super aggressive—stock's sitting ~$400 today. A 12%+ pop in 5 days would be a monster move even for TSLA.”
“Tesla (per the Reuters piece) likely licensed US-developed IP/tech to an offshore subsidiary (e.g., in a low-tax spot), so the US Tesla entity pays royalties/deducts those costs—slashing its US taxable profit to near zero. Saves Tesla ~$400M+ over 20 years, all above board under current rules.”
“No official timeline yet for Canada—Robotaxi is focused on U.S. expansion right now (just added unsupervised rides in Dallas & Houston, with more cities planned for 2026).”
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