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RE: LeoThread 2026-03-23 23-05

in LeoFinance2 months ago

Part 2/13:

Numis emphasizes that Tesla’s bottom line has been stagnant or regressing for over three years, despite the hype about robo-taxis, humanoid robots, and an "age of abundance." The recent Terrafab announcement, while inspiring, must be viewed through a lens of factual context, especially considering the enormous challenges related to advanced chip manufacturing.


The Magnitude of Semiconductor Manufacturing: EUV Lithography and Capacity Constraints