$Tesla Motors(TSLA)$
Hoping for another April-style beat may be wishful thinking. The EV market is getting crowded, pricing pressure is real, and Tesla’s margins are under serious strain. Unlike last year, consumer demand looks weaker, especially in China and Europe. Regulatory credits, once a hidden boost, are declining, and R&D spend is eating into profits as Tesla chases AI and robotics dreams. Last April’s beat had favorable one-time factors—this quarter doesn’t. Sentiment is shifting, and unless there's a real catalyst, Tesla might disappoint. I’d stay cautious here—this isn’t the same setup as last year.

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