Three key $Tesla(TSLA.US) takeaways from the outlook section:
1. Cash & liquidity: Up $4B to $41B which they say is enough to fund the product roadmap. My take: the dream can be funded. (For context, Ford & GM each have about $23B in cash.)2. Cybercab: On schedule for volume production in 2026. My take: in line with expectations.3. Optimus: “Lines being installed in anticipation of volume production.” My take: still early. No timeline given. Few investors are focused on Optimus today and that’ll change over the next couple of years.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments