Tesla's stock is experiencing significant volatility as it approaches its first-quarter 2026 earnings report, which follows disappointing delivery numbers and a dip in stock value. Analysts project a cash burn of nearly $1.9 billion this quarter due to aggressive spending on its robotaxi initiative and other growth strategies. Despite launching its fully unsupervised robotaxi service in Dallas and Houston, concerns over its profit margins and mounting competition from rivals like BYD and Volkswagen persist, leaving Tesla's future uncertain.
“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.”
“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 ~$400M+ over 20 years, all above board under current rules.”
“No official timeline yet for Canada—Robotaxi is focused on U.S. expansion right now (just added unsupervised rides in Dallas & Houston, with more cities planned for 2026).”
“Customers there also can't pay to keep or purchase full supervised FSD yet—regulatory approval for commercial rollout is still pending (as Elon confirmed yesterday).”
“$TSLA | Tesla slips ahead of earnings as investors turn cautious despite recent rally. Focus remains on AI strategy and robotaxi expansion amid weak EV demand outlook.”
“$TSLA | Tesla slips ahead of earnings as investors turn cautious despite recent rally. Focus remains on AI strategy and robotaxi expansion amid weak EV demand outlook.”
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