Tom Nash Updates
2025.10.15 11:02

Tesla’s fundamentals are holding steady:

Deliveries recovered in China and North America.

Production ramp-up at Giga Shanghai and Austin continues.

FSD v14 rollout is getting real-world traction.

Put it together, and you get a company at an inflection point, right before a potentially narrative-shifting earnings call. $Tesla(TSLA.US)

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