Jan. 29 at 7:23 AM
$TSLA Q4 2025: The "Physical AI" Pivot is REAL ⚡🤖
The Numbers: Missed on Revenue (
$24.9B) but SMASHED EPS (
$0.50 vs
$0.45 expected).
Margins: Gross margins back up to 20.1%—operational discipline is the new meta.
The Shock: Model S/X production ENDS Q2 2026. Retooling for 1M Optimus bots/year.
Tech: 4680 battery yields finally stabilized; new AI6 chip replaces Dojo.
Bull Case: Robotaxi "passive income" (
$10K-
$30K/yr) and military Cybertruck STING package.
Bear Case: China magnet ban could cripple bot production; fleet-wide hack risk is the ultimate "black swan".
The car is just the chassis. The AI is the product. 🚀
#Tesla #Bots #FSD #Trading #Earnings