Auto Gross Margins (ex-credits

Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments.

Autonomous & FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight.

Energy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.

Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588321070818808,"tweetId":"588321070818808","gmtCreate":1784663203890,"gmtModify":1784663207482,"author":{"id":3571003049460871,"idStr":"3571003049460871","authorId":3571003049460871,"authorIdStr":"3571003049460871","name":"Puts puts puts baby","avatar":"https://community-static.tradeup.com/news/7726615ca2575f591b59de04eda8f882","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[{"themeId":"6ad8ef129c274edb9e72303802089542","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6ad8ef129c274edb9e72303802089542}&rnconfig={\"headerBarHidden\": true}","description":"Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?","image":"https://community-static.tradeup.com/news/85641f354c6acb9c54b48fdb428035f4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments.\nAutonomous &amp; FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight.\nEnergy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.</body></html>","htmlText":"<html><head></head><body>Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments.\nAutonomous &amp; FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight.\nEnergy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.</body></html>","text":"Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments. Autonomous & FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight. Energy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":8,"favoriteSize":0,"link":"https://ttm.financial/post/588321070818808","repostId":0,"isVote":1,"tweetType":1,"viewCount":790,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":443,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588321070818808"}