I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries.
Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off.
I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers to be more prudent with their money. However, institutions might still be ‘forced’ to spend for their AI investments and growth is expected there.
Tesla Breaks $400! Can Earnings Confirm the Turnaround?
Tesla reports earnings this week, with markets focused on three key catalysts. Morgan Stanley expects cumulative FSD miles to surpass 10 billion, marking a critical data flywheel inflection. The Robotaxi commercialization timeline remains the central valuation debate, while the newly unveiled AI5 chip adds a fresh variable to the growth narrative. Do you think Tesla will beat expectations this time — and can it hold $400?
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