LazyCat Invests
2025-12-27

Tesla's price has always been volatile. When it rocketed to a peak after a trough, many will cash out and say goodbye for now. It will then make a new high. I had got off the train earlier, reboarded and got off. We can have an endless but fulfilling roller coaster ride as long as Elon is around to pep talk to us.

Modified in.2025-12-27
Tesla All-In on AI! Optimus Gen 3 Coming, the Right Bet?
Tesla (TSLA) reported a pivotal Q4: revenue fell 3% YoY—its first annual decline—yet EPS beat expectations, gross margin rebounded above 20%, and energy storage deployments hit a record 14.2 GWh (+29%). Operationally, Tesla is accelerating its AI roadmap: unsupervised Robotaxi trials began in Austin, Cybercab, Semi, and Megapack 3 are set for production this year, and Optimus aims to enter mass production by year-end. Management guided >$20B capex in 2026 Can Robotaxi and Optimus timelines materially change Tesla’s earnings narrative in 2026?
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