🌟🌟🌟 I believe that $Tesla M

🌟🌟🌟 I believe that $Tesla Motors(TSLA)$ is unlikely to deliver a clean "beat" this quarter. Consensus expects Q1 2026 revenues around USD 21.4 billion and EPS around USD 0.16 but early delivery data already fell short of Wall Street's expectations.

Tesla has rebounded above USD 400 yet analysts remain split. The deciding factor will be whether Tesla can show credible improvement in FSD and Optimus, not just car sales.

A exciting development is Tesla's AI Chip story - next gen AI5. Elon Musk said that the next milestone would be the design and sending it to the foundries for fabrication.

AI5 is optimised for Robotaxi and Optimus inference, while the broader Terafab project with Intel and SpaceX aims to build a vertically integrated AI Chip complex for Robotics and data centers.

Tesla is no longer just a car company. It has shifted to AI compute & Robotics platform. For that reason Tesla is a great stock to buy & hold long term.

@Tiger_comments @TigerStars @Tiger_SG

Tesla Beats but Raises Capex to $25B — When Will AI Pay Off?

Tesla shares swung sharply after hours, initially rising before reversing on Q1 results. Revenue beat estimates as management refocused the narrative on AI robotics and Robotaxi, but Musk's call remarks triggered intraday selling after HW3.0 hardware was explicitly flagged as lacking full FSD capability, disappointing existing owners awaiting upgrades. With capex guidance expanded to $25B for AI and autonomy, institutions remain divided on margin dilution. When will the transformation materialize — and can FSD sustain the narrative through year-end? Is Tesla now a two-way trading opportunity?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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When will the transformation materialize — and can FSD sustain the narrative through year-end? Is Tesla now a two-way trading opportunity?","image":"https://community-static.tradeup.com/news/f33077b54893d8cd218bd25e811bcc7e"}],"images":[{"img":"https://community-static.tradeup.com/news/9c31a4cd9f8614e1f944a3eb2d3c0b1f"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/9c31a4cd9f8614e1f944a3eb2d3c0b1f"}],"title":"","html":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>is unlikely to deliver a clean \"beat\" this quarter.&nbsp; Consensus expects Q1 2026 revenues around USD 21.4 billion and EPS around USD 0.16 but early delivery data already fell short of Wall Street's expectations.\n\nTesla has rebounded above USD 400 yet analysts remain split.&nbsp; The deciding factor will be whether Tesla can show credible improvement in FSD and Optimus, not just car sales.\nA exciting development is Tesla's AI Chip story - next gen AI5.&nbsp; Elon Musk said that the next milestone would be the design and sending it to the foundries for fabrication.\nAI5 is optimised for Robotaxi and Optimus inference, while the broader Terafab project with Intel and SpaceX aims to build a vertically integrated AI Chip complex for Robotics and data centers.\nTesla is no longer just a car company.&nbsp; It has shifted to AI compute &amp; Robotics platform.&nbsp; For that reason Tesla is a great stock to buy &amp; hold long term.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/9c31a4cd9f8614e1f944a3eb2d3c0b1f\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>is unlikely to deliver a clean \"beat\" this quarter.&nbsp; Consensus expects Q1 2026 revenues around USD 21.4 billion and EPS around USD 0.16 but early delivery data already fell short of Wall Street's expectations.\n\nTesla has rebounded above USD 400 yet analysts remain split.&nbsp; The deciding factor will be whether Tesla can show credible improvement in FSD and Optimus, not just car sales.\nA exciting development is Tesla's AI Chip story - next gen AI5.&nbsp; Elon Musk said that the next milestone would be the design and sending it to the foundries for fabrication.\nAI5 is optimised for Robotaxi and Optimus inference, while the broader Terafab project with Intel and SpaceX aims to build a vertically integrated AI Chip complex for Robotics and data centers.\nTesla is no longer just a car company.&nbsp; It has shifted to AI compute &amp; Robotics platform.&nbsp; For that reason Tesla is a great stock to buy &amp; hold long term.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/9c31a4cd9f8614e1f944a3eb2d3c0b1f\"></t-t></body></html>","text":"🌟🌟🌟 I believe that $Tesla Motors(TSLA)$ is unlikely to deliver a clean \"beat\" this quarter. 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For that reason Tesla is a great stock to buy & hold long term. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":21,"favoriteSize":0,"link":"https://ttm.financial/post/555505876259704","repostId":0,"isVote":1,"tweetType":1,"viewCount":159,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":817,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/555505876259704"}