Tesla’s Q1 definitely gives the AI/auto story more fuel, but I don’t think margin pressure is gone yet. Positive FCF and an EPS beat are strong, but the revenue miss and Musk warning that capex will surge tell me Tesla is still very much in investment mode.

So yes, the long-term story looks stronger — but near term, investors may still have to deal with margin compression before all that spending starts to pay off.

LongPort - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!

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.