My Tesla Earnings PREVIEW and UPDATES on Global Tariffs
Overall SentimentBullishStrength: 90%
Overall Thesis
Jo Bhakdi previews Tesla's Q1 earnings/company update, flagging the Cyber Cab gigacasts spotted at Giga Texas and arguing Tesla is pivoting from an EV company to an AGI-embodied autonomy-and-labor company. He gives a 90% probability that robotaxi works at scale by mid-2026 and says the earnings call will be transformational regardless of quarterly numbers.
Narratives
TSLATesla
Strongly BullishTesla is pivoting out of the EV bloodbath into autonomous transport and Optimus; Cyber Cab gigacasts at Giga Texas signal hundreds produced for Austin launch. Macro tariff resolution and June robotaxi launch together could drive a tremendous runup.
Key Arguments
- Cyber Cab gigacasts spotted at Giga Texas indicate mass production underway ahead of June launch.
- Elon strategically exiting EV market to focus all resources on robotaxi and Optimus before China EV bloodbath in 2028.
- Vertically integrated robotaxi operation enables seamless scaling without mass-production consumer handoff.
- 90% probability robotaxi works at scale between June 2025 and June 2026.
- First bilateral trade deal (India/EU/Japan) will trigger tariff resolution domino and bull market.
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