
Buffett's senior apprentice
Enduring value guardian$Tesla(TSLA.US) We are looking forward to two things. First, Tesla's main revenue comes from car sales, and it's normal for Q2 growth to slow down. Cars are big-ticket items—do they need to be treated like consumer goods? Definitely not.
The second thing is Tesla's narrative. Tesla's grand three-step strategy shows it's a tech company, not just a car manufacturer. You can doubt Tesla's car-making ability, but you can't doubt Elon Musk's ability to stir things up. When Musk was asked whether the robotaxi would have pedals and a steering wheel, he dodged the question. How could investors extract confidence from this? Plus, Musk delayed the robotaxi's unveiling to redesign the car's appearance. When true autonomous driving arrives, a car won't just be a car—it'll be a space, a place where you don’t need to operate anything, safely taking you to your destination. Why can’t it be a self-driving, wheeled showroom cruising down the road?
Overall, while Q2 saw a slowdown in the auto business, other segments shined brightly. Investors are overly sensitive—if anything falls short of expectations, the punishment is severe.
Tesla's future growth trend is indeed solid. Just wait patiently for the flowers to bloom.
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