This piece really made me think, especialy after your last post on Tesla's overall thesis; it's quite something to see the numbers bounce back like this. As a math teacher really into AI, I'm always looking for more detail on their 'real-world AI leader' claim, though the record EV deliveries do make a strong argument.
I also did not expect such a bounce, but lots of weird dynamics in many of their sectors lately and timing impacts... It is for the better! That's also why I treat Tesla differently from other stocks. Some companies deserve a special treatment.
This piece really made me think, especialy after your last post on Tesla's overall thesis; it's quite something to see the numbers bounce back like this. As a math teacher really into AI, I'm always looking for more detail on their 'real-world AI leader' claim, though the record EV deliveries do make a strong argument.
I also did not expect such a bounce, but lots of weird dynamics in many of their sectors lately and timing impacts... It is for the better! That's also why I treat Tesla differently from other stocks. Some companies deserve a special treatment.