$Tesla Motors(TSLA)$
Despite the bearish noise, writing off Tesla is premature. Last April’s beat proved Tesla’s ability to execute under pressure—and the setup isn’t all that different now. Cost-cutting, energy division growth, and software revenues (like FSD subscriptions) may surprise analysts. Bears are focused on margins, but Tesla’s efficiency gains and pricing power in key markets might offset that. Plus, the ramp-up in AI and Dojo investments could start shifting sentiment fast. With expectations now reset lower, it wouldn’t take much to spark another upside earnings shock. I’m staying optimistic—Tesla’s track record shows it thrives when doubt peaks.

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