To The Moon

$Tesla Motors(TSLA)$ biggest earnings in history is OCT 22 at 4:20pm.

EPS forecast for Q3 is $0.41, but anything over $0.60 will send it towards $500+ by year-end.

5 critical things to know

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1. Margins & Pricing

TSLA gross margin trajectory will be the #1 focus.

After years of price cuts to defend market share, investors want to see stabilization or expansion.

Gross margin excluding credits target is >18%

Commentary on further price reductions in Model Y/3

Cost per vehicle improvements from 4680 ramp & Gigafactory efficiency

Whether Cybertruck margins are improving

Remember, stronger-than-expected margin = bullish for earnings multiple and entire EV sector

2. Energy Storage & Megapack Growth

TSLA Energy could outgrow automotive in coming years Megapack sales to utilities and Powerwall installations are now the “quiet giant"

Pay attention to energy generation & storage revenue growth (YoY %)

Megapack order backlog size and new site deployments

Commentary on grid-scale partnerships (California, Europe, Asia)

Margins on energy storage targeting >25%

3.Market impact:

If Tesla signals energy segment profitability, it could re-rate as an AI + Energy platform, not just a carmaker.

FSD, AI & Dojo Progress

Dojo training progress, FSD take rates, and AI-driven data strategy are Tesla’s long-term $1T+ potential catalysts.

Focus on # of FSD Beta users and miles driven

Updates on Dojo compute scaling and performance vs. $NVIDIA(NVDA)$

New licensing or partnership potential for FSD/AI stack

Any mention of Robotaxi or fleet rollout timing

Hints at Dojo commercialization or FSD licensing could lift AI and data-center sentiment across $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Vertiv Holdings LLC(VRT)$ $Lam Research(LRCX)$

4. Cybertruck & Next-Gen Platform 🚚

We want clarity on production ramp, demand, and cost structure as well as the next-gen vehicle for 2026.

Cybertruck weekly production rate & margin timeline

Next-gen compact car timing (Model 2 or “Redwood”)

Mexico Gigafactory update (CapEx & permitting progress)

Any mention of autonomous hardware upgrades (HW5?)

Signs of progress here = confidence in volume growth and 2026–2027 delivery expansion.

5. Bitcoin, Energy Markets & Balance Sheet Moves

TSLA still holds Bitcoin on its balance sheet and has been vocal about energy markets and global commodity exposure.

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