FlyingArrowz
04-08

What is the best way to make it sell better

Tesla Beats but Raises Capex to $25B — When Will AI Pay Off?
Tesla shares swung sharply after hours, initially rising before reversing on Q1 results. Revenue beat estimates as management refocused the narrative on AI robotics and Robotaxi, but Musk's call remarks triggered intraday selling after HW3.0 hardware was explicitly flagged as lacking full FSD capability, disappointing existing owners awaiting upgrades. With capex guidance expanded to $25B for AI and autonomy, institutions remain divided on margin dilution. When will the transformation materialize — and can FSD sustain the narrative through year-end? Is Tesla now a two-way trading opportunity?
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