Not seeing much substance there. They essentially skip of the drop in profit margin without discussing R&D costs, investments in Optimus, Robotaxi, Powerwall etc.
It's as if people think Tesla is just a car company.
In 2024 they made 10 billion just from their solar energy business.
https://www.theguardian.com/technology/2025/oct/22/tesla-ear...
> It also reported a net income of $1.4bn, down from $2.2bn, a drop of 37% in its profits.
I’m not saying the company is doomed but there are some serious red flags going up in recent months