Part 7/11:
Moving to Tesla-specific updates, the conversation touches on several catalysts that could influence the stock's trajectory:
Overhang Lifting and Catalyst Developments: Expectations for regulatory or shareholding overhangs to resolve, possibly by November.
Earnings and Factory Expansions: Anticipation of fiscal year 2023 EPS revisions and the opening of new gigafactories, which could bolster production capacity.
Autonomous Driving Advancements: The potential wide release of FSD beta in Q4, possibly making full self-driving capabilities available immediately upon purchase, according to Elon Musk’s latest statements.