$Tesla Motors(TSLA)$ 360 in the next hour. The recall talk is just noise to me. TSLA only needs a software update to address the recalls, no extra expense involved.
$Tesla Motors(TSLA)$ It looks like large players were loading up in the 295-325 range and now seem ready to push this higher. A lot of retail got shaken out. Pretty wild to think about someone holding for 5 years only to sell, and then watch it rip just a few weeks later. That is basically wealth moving from the impatient to the patient.
$Tesla Motors(TSLA)$ The long-term debate around Tesla isn't really about where margins sit right now. It's about where they could eventually go. Tesla's current gross margin is around 16.8%, but the bull case hinges on autonomy, software revenue, and manufacturing scale reshaping the business model over time. If Tesla manages to turn vehicles into an AI and SaaS platform, the margin profile could look completely different from what we see today. A 70%+ gross margin scenario sounds extreme, but that's exactly why the market is paying attention. The real question is whether Tesla is becoming something more than a car company.