I don't think Tesla will beat expectations this time. Among the Magnificent Seven, I am most bullish with Meta. I think S&P 500 can achieve — and beat — 19% EPS growth this quarter.
TSLA Cybercab Mass Production Launches: Can It Justify Premium?
Tesla fell 3.56% on Thursday, continuing its post earnings drop.
Cybercab trial production officially commenced, while analyst Gary Black warned that tightening autonomous driving regulations could compress valuations — the 'Self-Driving Roll Back' narrative is eroding the growth premium. Shares broke below the key $380 level, shifting near-term support to $370. Can Cybercab convert to scaled delivery within the production window, and when will the FSD regulatory environment stabilize — two critical variables for rebuilding the current valuation floor?
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