TSLA Ticker Curator

• Record 480k Q2 deliveries, up 25% YoY, beat estimates but shares fell 8%
• Optimists see autonomy, Optimus and energy as key growth drivers
• Bears...

Profitability Concerns

• 🔥 Per-Vehicle Margin Compression: Tesla's profit per vehicle fell to $2,140, nearly matching Toyota's $2,078 and...

Conning Inc. trimmed its Tesla position by 13.9% in Q1, selling 2,066 shares to hold 12,804 worth $4.76 million.

• Mixed signals: While Conning...

Tesla has started selling the Model Y L Launch Series in the US, a 6-seater long-wheelbase variant based on the Juniper refresh.

• Priced at $61,990...

Tesla remains the most profitable automaker per vehicle at $2,140 in 2025, but that's down 40% year-over-year as the gap to Toyota's $2,078 narrows...

Tesla is steering engineers toward Grok through deliberate cost controls that favor Musk-controlled tools.

• A $200 weekly cap on rival AI tools took...

A New Jersey bill mandating cameras plus at least two additional sensors for autonomous vehicles would effectively ban Tesla's camera-only robotaxi...

Tesla has signaled its Optimus humanoid robot won’t reach ordinary buyers until 2027, tempering hype by prioritizing production readiness and factory...

Tesla's just-announced Model Y L won't see U.S. deliveries this summer while the company ramps production of the long-wheelbase variant.

• Tesla delivered 480,000 vehicles in Q2, beating estimates of 406,000 and signaling potential demand recovery.
• Wall Street expects $25.4B revenue...

Tesla advances real-world robotaxi testing while AI integration and state-level hurdles create investor uncertainty.

• Operational progress: Miami...

• Surging gas prices revived US EV sales in Q2 to 247,226 vehicles, the first sequential gain since federal incentives ended.
• Tesla sold 124,800...

• TSLQ amplifies TSLA volatility from EV demand slowdowns, price wars, and macro headwinds
• Bullish narrative sets $588 fair value on AI, robotaxi,...

Tesla CEO Elon Musk directed staff to use Grok 4.5 wherever possible due to its lower token costs, following a new $200 weekly cap on external AI tools. Engineers were also asked to send direct feedback on performance.

Analyst Ratings & Commentary

• 🔥 Citizens initiates coverage: Citizens analyst Andrew Boone started Tesla coverage with a Hold rating, citing AI...

• Rivian beat Q2 forecasts with 12,194 deliveries, raising 2026 guidance to 65,000-70,000 units
• Tesla shipped 480,126 vehicles in the same quarter,...

• Cautious initiation: Andrew Boone of Citizens launched Tesla coverage with a Hold rating, highlighting AI and manufacturing potential but stressing...

Tesla's latest report positions its growing energy business alongside EVs as a core driver of long-term decarbonisation.

• Megapack and Powerwall...

Pierre Ferragu sees Tesla FSD at an inflection point where buyers will view it as far more than a car feature, much like the iPhone transcended...

Tesla's Fremont Model S/X teardown, completed in just 46 days, marks the shift to Optimus production.

• Timeline milestone: Q4 2025 decision led to...