My choice: B. Maybe — EVs will remain the core business for years.
Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business.
XPeng: Strong focus on humanoid robots and AI.
BYD: Huge manufacturing scale, batteries and supply chain.
Chery/GAC: Also developing robotics.
But the key question is not “Can they build robots?”
It is “Can they sell many robots and make good profits?”
I would watch: Orders → Production → Robot cost → Revenue → Profit
For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock.
Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.
Tesla Delivered 22K More Cars Than It Built — How Far Can This Rally Run?
Tesla's Q3 deliveries beat expectations and ran 22,141 units above production — it sold more than it built. The stock closed +4.65% at $370.59 Friday and is on pace for its first annual delivery growth since 2023. It's still -17.60% YTD vs the S&P 500's +12.81%. Bulls read the beat plus the inventory drawdown as real demand, not channel stuffing; bears note most of the decline is multiple compression, not falling sales, so deliveries alone may not restore it. How would you score this rebound?
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