Jan. 28 at 8:58 AM
$TSLA Q4 Earnings Preview (Jan 29) ⚠️
The Setup: 📉 Revenue est:
$24.75B (-3.7% YoY) 📉 EPS est:
$0.33 (-50% YoY) 📉 Deliveries: -16% drop.
The Pivot: Musk is betting the house on AI & Robotaxis. The new partnership with Pilot (1.2MW chargers) is a huge moat for the Semi truck business, but car sales are hurting.
My Take: Neutral / Hold. The valuation (
$1.4T) is high for a company with shrinking sales. Needs perfect execution on FSD to justify the price. Watching
$200 level support.
#Tesla #Earnings #EV #Stocks #Trading
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