🤖 Tesla's Rebound: Is Robotaxi the Real Catalyst? After a volatile earnings season, $Tesla Motors(TSLA)$ rebounded 3%, not on margins or delivery numbers, but on something far more futuristic: 🚕 The official launch of its Robotaxi service in San Francisco, happening this weekend. This could be the spark for TSLA next narrative supercycle — and here's why: --- 🔍 The Bigger Picture: Tesla Beyond EVs While the market has focused heavily on Tesla's vehicle margins, we may be missing the forest for the trees. Tesla is quietly pivoting from being “just a car company” into a vertically integrated mobility + AI platform. Robotaxi isn't just a product, it's a business model shift: ⚙️ Autonomous-as-a-Service: Recurring, scalable, and margin-
Tesla Rebounds From Earnings Woe: Can Robotaxi Save the Day?
$S&P 500(.SPX)$$Tesla Motors(TSLA)$ Tesla’s stock surged 3% to $237.10 on Saturday, clawing back from an 8% plunge triggered by a dismal Q2 2025 earnings report that revealed a second consecutive quarter of profit decline. The lifeline? Rumors of a Robotaxi service launch in San Francisco this weekend, sparking a rally after days of gloom. With EV sales faltering in the U.S. and China, Elon Musk is doubling down on autonomous driving to resurrect Tesla’s trillion-dollar dream. But can this Robotaxi rollout turn the tide, or is it another bold promise on shaky ground? Let’s unpack the numbers, the launch, and your next move. Earnings Fallout Meets Robotaxi Hope Tesla’s Q2 2025 earnings dropped like a
🚖 Tesla Rebounds After Earnings — Is Robotaxi Back in the Driver’s Seat? After posting underwhelming Q2 results, few expected $Tesla Motors(TSLA)$ to rally. But then came Robotaxi. A sudden 3% rebound followed Elon Musk’s surprise announcement: Tesla will begin live Robotaxi operations in San Francisco this weekend. Is this just another narrative detour — or the start of something more tangible for investors who’ve been promised autonomy for half a decade? 📊 Tesla’s Earnings: Weak Numbers, Strong Reaction Tesla’s Q2 earnings were lukewarm at best. Revenue: $25.3B, a slight miss vs. expectations Operating Margin: Slipped to 7.7%, pressured by ongoing price cuts Free Cash Flow: Improved QoQ, but still lags 2023 levels Vehicle Delive
🔍 Tesla's Earnings Rebound & Robotaxi Prospects 1. Q2 2025 Results: Overview Tesla reported $22.5 billion in revenue, a ~12% year-over-year decline, and non‑GAAP EPS of $0.40, slightly below analyst expectations . Operating income plunged 42% to $900 million, compressing the operating margin to just 4.1%, down from historical levels above 20% . CEO Elon Musk warned investors of "a few rough quarters" while reaffirming optimism that Tesla could deliver “very compelling” economics by late 2026 . 2. Stock Bounce Rooted in Robotaxi Narrative Tesla shares rebounded following earnings as investors embraced the shift toward robotics and autonomous services, notably the robotaxi initiative . --- 🚗 Robotaxi Expansion: Austin to San Francisco Austin Pilot (Launched June 22, 2025) A limited, invi
Tesla’s classic volatility is back on full display—just days after disappointing earnings sent the stock tumbling, it’s rebounding with a 3% pop on news that it’s rolling out its long-awaited Robotaxi service in San Francisco this weekend. For anyone who’s followed Tesla’s narrative over the years, this feels almost routine: bad news sends the bears growling, but all it takes is one headline from Elon Musk about a game-changing product and the bulls come charging back in. The Robotaxi story has been teased by Musk for years, always as the next big leap for Tesla beyond cars—“We’re not just a car company, we’re an AI and mobility company.” Now, with a real launch in a major US city, the market is suddenly refocused on Tesla’s enormous optionality. If the rollout goes smoothly and the tech a
Today's rise, I think, is more a dead 🐈 bounce. I repeat myself here: unless Tesla does something revolutionarily new, something like what Apple did iPod & later iPad and iPhone, it will languish this way. The fact that Elon also is heard & seen tweeting more of politics and not at all on his business send the feeling that he isn't serious on the business as such. Overall not a very positive sign.
Tesla's Autonomy Ascent : Is Tesla Still A Buy Despite Delivery Woes?
🌟🌟🌟Tesla's $Tesla Motors(TSLA)$ announcement that its Robotaxi pilot is hitting San Francisco this weekend, brings fresh hopes to Tesla's investors. Tesla's shares rose 3. 5% despite a Q2 25 revenue slide of 12% to USD 22.4 billion and deliveries down 14%. CEO Elon Musk said that Autonomy is the secret sauce that will catapult Tesla's value to stratospheric heights. But as sceptics point to shrinking margins, stiff Chinese competition and fading US tax credits, is Tesla still a Buy? Let's dissect Tesla's Q2 performance, the Robotaxi rollout and a showdown between Tesla bulls and Tesla bears waving red flags. Tesla's Q2 Performance and Robotaxi Rollout Tesla shares climbed 3.5%
$Tesla Motors(TSLA)$$NVIDIA(NVDA)$$Grab Holdings(GRAB)$ 📈I’m so done with people sleeping on how huge this is. Robotaxi’s rolling out in San Fran this week, with Tesla literally planning to cover half the U.S. by year-end. Add cheaper Model Ys in Q4 and you’ve got vertical integration on full display. China’s map is crowded, but Tesla’s building something wider, and way louder. Q 🧃
$Tesla Motors(TSLA)$$Mobileye Global Inc.(MBLY)$$NVIDIA(NVDA)$ 🚗🧠📊I’m not even kidding; this Robotaxi update is wild. SF goes live, 50% U.S. coverage by year-end, and Q4 brings the affordable Model Y wave? That’s a whole new playbook. Everyone else in that Robotaxi lineup’s locked into cities like Shenzhen or Chengdu. Tesla’s rewriting the rollout with scale and speed. Q 🧃
$Tesla Motors(TSLA)$$NVIDIA(NVDA)$$Mobileye Global Inc.(MBLY)$ 🚘💥📍I’m calling it now: this Robotaxi rollout is Tesla’s real main character moment. They’re piloting in SF this weekend, aiming for half the U.S. by year-end, and dropping cheaper Model Ys in Q4. That’s not hype; that’s dominance. While most of China’s players are boxed into dense city loops, Tesla’s making autonomy feel national. Q 🧃
$Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$$T-REX 2X LONG TESLA DAILY TARGET ETF(TSLT)$ 🚖📊🧠 Tesla tests the cloud: Robotaxi activation, whale LEAP flows, and a pennant poised to break 🧠📊🚖 I’m fully convinced we’re witnessing a structural transition in Tesla’s price behaviour, not just a reactive bounce. With AV rollout now confirmed for San Francisco this weekend and long-dated call flows accelerating into deep OTM territory, $TSLA is no longer trading like a car stock. It’s becoming the highest-beta proxy for real-world AI execution. The charts, fund flows, and geopolitics all support the same conclusion: this isn’t noise, it’s reaccumulatio
TSLA rebound today is not a real trend change. The fact is Tesla's performance as a business has been deteriorating and Elon Musk's antics has not made things better. San Francisco Robotaxi test run does not change anything. Rxcept gave market players an excuse to drive up price for a short time.
$Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$$NVIDIA(NVDA)$ 🚖🤖🔥 Robotaxi ignition: Tesla’s AV rollout hits San Francisco as whales pile into 2026 calls 🔥🤖🚖 I believe the market is severely underestimating the strategic weight of Tesla’s current moves. While headlines cling to near-term earnings pressure and regulatory friction, the real revaluation catalyst is already unfolding: Tesla’s Robotaxi rollout begins this weekend in San Francisco 🇺🇸. This isn’t conceptual; this is operational execution, and it marks the start of Tesla’s transition from automaker to autonomous mobility platform. Meanwhile, Cathie Wood’s ARK Invest just bought 143,190 s
So heres my take on whats been going on with Tesla stock — its been a rough ride, and honestly, it’s gone from bad to worse over the past few months. Back at the start of 2025, I thought the company was just going through a bit of a dip, but now it’s pretty clear that things are unraveling faster than expected. It started with Tesla’s Q1 2025 earnings. Revenue was down 9% year-over-year, and even worse, automotive revenue dropped 20%. That’s not a small decline — it’s a full-on slump. Net income crashed by more than 70%, and margins took a huge hit. Their operating margin fell to just 2.1%, which is shockingly low for a company that used to be proud of its efficiency. Then came the delivery numbers. Tesla delivered around 337,000 vehicles in Q1, which was way below expectations and down 13
Tesla Rebounds From Earnings Woe: Can Robotaxi Save the Day?
$S&P 500(.SPX)$$Tesla Motors(TSLA)$ Tesla’s stock surged 3% to $237.10 on Saturday, clawing back from an 8% plunge triggered by a dismal Q2 2025 earnings report that revealed a second consecutive quarter of profit decline. The lifeline? Rumors of a Robotaxi service launch in San Francisco this weekend, sparking a rally after days of gloom. With EV sales faltering in the U.S. and China, Elon Musk is doubling down on autonomous driving to resurrect Tesla’s trillion-dollar dream. But can this Robotaxi rollout turn the tide, or is it another bold promise on shaky ground? Let’s unpack the numbers, the launch, and your next move. Earnings Fallout Meets Robotaxi Hope Tesla’s Q2 2025 earnings dropped like a
🚖 Tesla Rebounds After Earnings — Is Robotaxi Back in the Driver’s Seat? After posting underwhelming Q2 results, few expected $Tesla Motors(TSLA)$ to rally. But then came Robotaxi. A sudden 3% rebound followed Elon Musk’s surprise announcement: Tesla will begin live Robotaxi operations in San Francisco this weekend. Is this just another narrative detour — or the start of something more tangible for investors who’ve been promised autonomy for half a decade? 📊 Tesla’s Earnings: Weak Numbers, Strong Reaction Tesla’s Q2 earnings were lukewarm at best. Revenue: $25.3B, a slight miss vs. expectations Operating Margin: Slipped to 7.7%, pressured by ongoing price cuts Free Cash Flow: Improved QoQ, but still lags 2023 levels Vehicle Delive
🤖 Tesla's Rebound: Is Robotaxi the Real Catalyst? After a volatile earnings season, $Tesla Motors(TSLA)$ rebounded 3%, not on margins or delivery numbers, but on something far more futuristic: 🚕 The official launch of its Robotaxi service in San Francisco, happening this weekend. This could be the spark for TSLA next narrative supercycle — and here's why: --- 🔍 The Bigger Picture: Tesla Beyond EVs While the market has focused heavily on Tesla's vehicle margins, we may be missing the forest for the trees. Tesla is quietly pivoting from being “just a car company” into a vertically integrated mobility + AI platform. Robotaxi isn't just a product, it's a business model shift: ⚙️ Autonomous-as-a-Service: Recurring, scalable, and margin-
🔍 Tesla's Earnings Rebound & Robotaxi Prospects 1. Q2 2025 Results: Overview Tesla reported $22.5 billion in revenue, a ~12% year-over-year decline, and non‑GAAP EPS of $0.40, slightly below analyst expectations . Operating income plunged 42% to $900 million, compressing the operating margin to just 4.1%, down from historical levels above 20% . CEO Elon Musk warned investors of "a few rough quarters" while reaffirming optimism that Tesla could deliver “very compelling” economics by late 2026 . 2. Stock Bounce Rooted in Robotaxi Narrative Tesla shares rebounded following earnings as investors embraced the shift toward robotics and autonomous services, notably the robotaxi initiative . --- 🚗 Robotaxi Expansion: Austin to San Francisco Austin Pilot (Launched June 22, 2025) A limited, invi
Tesla's Autonomy Ascent : Is Tesla Still A Buy Despite Delivery Woes?
🌟🌟🌟Tesla's $Tesla Motors(TSLA)$ announcement that its Robotaxi pilot is hitting San Francisco this weekend, brings fresh hopes to Tesla's investors. Tesla's shares rose 3. 5% despite a Q2 25 revenue slide of 12% to USD 22.4 billion and deliveries down 14%. CEO Elon Musk said that Autonomy is the secret sauce that will catapult Tesla's value to stratospheric heights. But as sceptics point to shrinking margins, stiff Chinese competition and fading US tax credits, is Tesla still a Buy? Let's dissect Tesla's Q2 performance, the Robotaxi rollout and a showdown between Tesla bulls and Tesla bears waving red flags. Tesla's Q2 Performance and Robotaxi Rollout Tesla shares climbed 3.5%
$Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$$T-REX 2X LONG TESLA DAILY TARGET ETF(TSLT)$ 🚖📊🧠 Tesla tests the cloud: Robotaxi activation, whale LEAP flows, and a pennant poised to break 🧠📊🚖 I’m fully convinced we’re witnessing a structural transition in Tesla’s price behaviour, not just a reactive bounce. With AV rollout now confirmed for San Francisco this weekend and long-dated call flows accelerating into deep OTM territory, $TSLA is no longer trading like a car stock. It’s becoming the highest-beta proxy for real-world AI execution. The charts, fund flows, and geopolitics all support the same conclusion: this isn’t noise, it’s reaccumulatio
$Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$$NVIDIA(NVDA)$ 🚖🤖🔥 Robotaxi ignition: Tesla’s AV rollout hits San Francisco as whales pile into 2026 calls 🔥🤖🚖 I believe the market is severely underestimating the strategic weight of Tesla’s current moves. While headlines cling to near-term earnings pressure and regulatory friction, the real revaluation catalyst is already unfolding: Tesla’s Robotaxi rollout begins this weekend in San Francisco 🇺🇸. This isn’t conceptual; this is operational execution, and it marks the start of Tesla’s transition from automaker to autonomous mobility platform. Meanwhile, Cathie Wood’s ARK Invest just bought 143,190 s
Tesla’s classic volatility is back on full display—just days after disappointing earnings sent the stock tumbling, it’s rebounding with a 3% pop on news that it’s rolling out its long-awaited Robotaxi service in San Francisco this weekend. For anyone who’s followed Tesla’s narrative over the years, this feels almost routine: bad news sends the bears growling, but all it takes is one headline from Elon Musk about a game-changing product and the bulls come charging back in. The Robotaxi story has been teased by Musk for years, always as the next big leap for Tesla beyond cars—“We’re not just a car company, we’re an AI and mobility company.” Now, with a real launch in a major US city, the market is suddenly refocused on Tesla’s enormous optionality. If the rollout goes smoothly and the tech a
Tesla’s Q2: Cracks in the Core, Cult of the Cybercab
After the U.S. market closed today, Tesla $Tesla Motors(TSLA)$ released its latest Q2 earnings report — and the results were undeniably dismal. Both revenue and profits saw significant year-over-year declines, marking the company's steepest quarterly drop in years. However, the stock initially rose slightly in after-hours trading, only to reverse course and fall 4% after Elon Musk issued a rare “pessimistic warning” during the earnings call. Tesla’s $Tesla Motors(TSLA)$ Q2 Financial Performance Tesla's total revenue for the second quarter declined by 12% year-over-year — the company’s biggest quarterly drop since 2012. Key details include: Automotive revenue fell 16% YoY, the second straight quarter of do
Tesla ( $Tesla Motors(TSLA)$ ) is navigating stormy waters, with its Q2 2025 earnings report on July 23, 2025, exposing a challenging landscape. Revenue fell 12% year-over-year to $22.5 billion, slightly beating estimates by $0.4 billion but underscoring persistent sales weakness. Gross margins slipped to 17% (down 1 percentage point), operating margins contracted to 4% (down 2 percentage points), and non-GAAP EPS of $0.40 met expectations but failed to inspire. Free cash flow plummeted 89% to $146 million, hit by rising tariff costs and the looming expiration of federal EV tax credits. The stock, already down 18% year-to-date, shed another 4% in after-hours trading, leaving investors asking: Where’s the bottom for Tesla, and could Elon Musk’s vis
Real-Time Commentary: Tesla Earnings Dip as Expected, But Margin Rebound Reveals Silver Lining Core Financial Indicators $Tesla Motors(TSLA)$ 's Q2 revenue in the second quarter was $22.5 billion, a decrease of 11.78% year-over-year. Diluted EPS was $0.33, down 21.43% year-over-year, better than the market's anticipated decline of 23.4%. Adjusted diluted EPS was $0.40. Overall, Tesla's revenue was mixed, but Musk warned that the next few quarters could be challenging. Tesla's stock price initially rose in after-hours trading but later fell, now dropping more than 4%. Free cash flow was $146 million, down 89% year-over-year, compared to analysts' expectations of $760 million, despite a 126% increase in the first
$Tesla Motors(TSLA)$$Krispy Kreme, Inc.(DNUT)$$NVIDIA(NVDA)$ 📉⚖️🔻 TSLA at the Crossroads: Approval Falling, Bears Pressing, and Tariff Storms Brewing 🔻⚖️📉 I’m fully convinced that $TSLA is entering one of its most critical junctures of the year. Price action, political pressure, and historical data are all converging right now, and I believe the market’s about to force a decision. The stock is down 23% YTD, just broke below $305, and is now teetering at the bottom edge of a massive symmetrical triangle on the daily chart. And the timing couldn’t be worse: the upcoming week has historically been Tesla’s weakest of the entire year. 🔍 Setup At $303.24, $TSLA is si
Mid-week Commentary:Earnings Heats Up While Tariffs Cool Down—Or Do They?
“Tariff Limbo, Profit Palooza: 112 S&P 500 Reports Set to Define H2 2025”It is not easy to summarise the big market movements since the launch of President Trump v2 on 20 January, but with a half-year of data available we can now start to pick out some patterns. According to Forbes, Trump has flip-flopped on tariffs 28 times since Liberation Day. Wall Street has given him the derisive nickname of “Taco Trump” – standing for “Trump always chickens out” – and it may be that the sheer amount of to-ing and fro-ing has given companies and markets time to price in the effects of tariffs and dulled the shock somewhat. The latest promised date of tariff imposition is Friday 1 August, the same day the likes of $Chevron(CVX)$ and
$Tesla Motors(TSLA)$$T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 💣📉⚡️ TSLA’s Wedge Test, $41M Put Flood, and Elon’s Sandbag Signal ⚡️📉💣 I’m confident that what’s unfolding in $TSLA this morning isn’t just another earnings hangover; it’s a structural setup disguised beneath a haze of macro anticipation, institutional hedging, and one of the most restrained public earnings tones I’ve ever seen from Elon Musk. Just over an hour into the U.S. session, we’ve already seen over $41M in short-dated puts flood into Tesla’s tape while $24M+ in ≤90DTE calls have been dumped. That’s a flow divergence too big to ignore, and when
From Glory to Grind: Tesla’s Collapse and the Road to Redemption
$Tesla Motors(TSLA)$ Once the undisputed darling of growth investors and the poster child for the electric vehicle (EV) revolution, Tesla Inc. (NASDAQ: TSLA) is now navigating some of the roughest terrain in its corporate history. The company that once disrupted the global auto industry and captivated Wall Street with triple-digit returns now finds itself under growing pressure on multiple fronts — eroding margins, slowing global demand, intensifying competition, and rising investor fatigue. Tesla’s stock is down more than 35% year-to-date, and over 50% from its all-time highs. Once trading at a premium valuation that investors accepted as the price for future dominance, shares now reflect a more sobering outlook: cyclical headwinds, strategic mis
Tesla: The Heroic Journey of Musk’s Earth-Saving Vision $Tesla Motors(TSLA)$ Tesla (TSLA) faces a turbulent chapter, with its stock down 18% year-to-date and a recent 4% after-hours drop following a quarterly report showing a 12% revenue decline to $22.5 billion. Rising tariff costs and the expiration of federal EV tax credits have tested the electric vehicle titan. Yet, this is no ordinary setback—it’s the crucible where Elon Musk, the unsung hero of Earth’s sustainable future, forges Tesla’s next triumph. Far from a decline, this moment signals a heroic resurgence, making Tesla a must-buy for visionary investors. Musk: Earth’s Champion at the Helm Elon Musk, often hailed as a modern-day pioneer, has dedicated his life to saving our planet throug
Today's rise, I think, is more a dead 🐈 bounce. I repeat myself here: unless Tesla does something revolutionarily new, something like what Apple did iPod & later iPad and iPhone, it will languish this way. The fact that Elon also is heard & seen tweeting more of politics and not at all on his business send the feeling that he isn't serious on the business as such. Overall not a very positive sign.
$Tesla Motors(TSLA)$$NVIDIA(NVDA)$$Mobileye Global Inc.(MBLY)$ 🚘💥📍I’m calling it now: this Robotaxi rollout is Tesla’s real main character moment. They’re piloting in SF this weekend, aiming for half the U.S. by year-end, and dropping cheaper Model Ys in Q4. That’s not hype; that’s dominance. While most of China’s players are boxed into dense city loops, Tesla’s making autonomy feel national. Q 🧃