Another piece of news that sounds exciting but completely devoid of details. Thinking about those details would throw up worrying questions at best and glaring conflicts of interest at worst. At the end of it all, it seems Tesla's shareholders will be the goons that financed the whole thing.
The post that I am about to share, squarely sums up $Tesla Motors(TSLA)$ in terms of its valuation and the bubble-hype surrounding it. Despite another quarter of disappointment, it is still thriving but for how long ? Without further delay, let’s find out. Quarterly Earnings Summary. TSLA did not post the kind of quarter that usually lifts a stock. Profit fell sharply, deliveries declined, and margins stayed under pressure. However, after-hours trading on Wed, 28 Jan 2026, told a different story. It was up +4% initially and it had (a) less to do with cars and (b) more to do with the future - that investors still want to believe in. By the numbers, the quarter was bruising: (see below) Financial Performances. Total Revenue: Came in at $24.9 billion
$Tesla Motors(TSLA)$ 70% of earnings is still from EV. That's dropping and hasn't reached terminal velocity yet. The remaining 30% is the hope of the retail crowd and the wizards that beat their drum selling to said crowd. Autonomous driving in 2026. And Robotaxis! Massive earnings in 2030! Taxi drivers will definitely fall in line and move on to second careers. And people definitely will love to jump into a driverless car with wild abandon. Ok. Worth 300x PE. Buy.
🚨 The "Android Moment" for Robotaxis? Why Nvidia Thor is Tesla’s Biggest Nightmare Is the "Winner-Takes-All" thesis for Tesla ($TSLA) officially dead? That is the multi-billion dollar question shaking out weak hands today. While Elon Musk brushed off the threat on X, the market voted with its feet, dragging Tesla down 4% while Mercedes-Benz and BYD caught a bid. Here is the brutal reality check: For five years, the bull case for Tesla has been that they are the only ones with the data, the silicon (Dojo), and the fleet. But at CES, Jensen Huang didn’t just unveil a chip. He handed a nuclear weapon—the Nvidia Thor platform—to Tesla’s enemies. We are no longer looking at Tesla vs. "Legacy Auto." We are looking at Tesla vs. The Nvidia Ecosystem. And historically, betting against an ecosystem