Part 6/13:
A key concept discussed is the typical "earnings digestion" pattern, where market reactions post-earnings become more pronounced as investors process the news. Tesla's results, being complex and involving disruptive technologies, often lead to confusion among traditional analysts accustomed to conventional metrics. However, notable analysts like Adam Jonas from Morgan Stanley have expressed bullish views, notably stating that Tesla has effectively solved Full Self-Driving (FSD), which is a major confidence booster for the autonomous vehicle narrative.