All things considered, I expect $Tesla(TSLA.US) to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA’s profitable S/X models, but favorable comments about robotaxi scaling, Optimus timing, and strong 4Q EV auto gross margins should carry the day.
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