Part 8/11:
Post-earnings, Tesla’s stock showed resilience after initial dips driven by bearish sentiment. Analysts and enthusiasts alike believe that the company's fundamental trajectory has shifted, effectively removing the “floor” of uncertainty. The call addressed previous doubts about growth, supply chain, and competition—suggesting that Tesla is set on a robust growth path.
While some skeptics remain wary of short-term volatility, many see Tesla’s valuation as justified by the enormous potential unlocked by its AI, FSD, and robotics initiatives. The company’s leadership emphasized that current AI compute capacity is already surpassing expectations—indicating rapid scaling and a near-term path to monetizing these advancements.