Tesla's stronger gross margin and automotive revenue suggest its car business is healthier than bears expected. Gross margin was 19.6% versus 17.8% expected; automotive revenue beat by over $700M, following 486,532 deliveries versus roughly 462,000 expected. Total revenue missed slightly, likely outside autos. Cybercab, unsupervised FSD and Optimus remain the key call tests. Overweight, $697 target with 80% upside. x.com  x.com 

Tesla could reach $800 if it executes on humanoid robots at scale, since it is now an AI software, hardware and robotics company rather than an EV maker. The stock has consolidated in a large ascending triangle since 2021, as the market waits to see whether Tesla can scale humanoids the way its 2020-21 run priced in its EV dominance. If anyone can do it, Elon Musk can. x.com 

Tesla's delivery beat is already priced in, making it bearish heading into Wednesday's earnings. Auto margins and FSD/Robotaxi are the key items to watch. x.com 

Per Lars Moravy on Munro Live, Tesla's robotaxi production line can outpace deployments, making its capacity a reason to invest. He says the line does not run every day because deployments have yet to catch up. Per @Tslachan, Turo and Tesla plan to launch verified FSD (Supervised) rentals on October 28, another bullish way for renters to experience FSD. x.com  x.com 

SpaceX's near-term earnings growth and potentially underappreciated compute ramp favor it over Tesla if their merger takes longer. SpaceX could exceed $200 by Q4 earnings; if the deal is announced within roughly a month, Tesla is the better trade because SpaceX would have to pay a premium of $420-$500+ a share. Tesla's robotaxi and humanoid earnings impact is still many quarters away, though both companies have longer-term upside. x.com  x.com 

Tesla's 200x earnings multiple asks too much of weak current results and speculative future products. Third-quarter revenue fell 0.4% year over year and EBIT missed estimates by 25%, despite gross-margin and cash-flow beats. Robotaxis, humanoids and other future plans may have appeal, but impressive parts of the business do not make the stock worth its current price. x.com  x.com  x.com 

Tesla's growing autonomy usage strengthens its case as one of the best plays on autonomous vehicles, robotics, EVs and energy. Q3 FSD subscriptions rose 67% year over year and robotaxi miles increased eightfold quarter over quarter; revenue was $28.05B and EPS of $0.48 beat expectations. FSD subscriptions are starting to contribute to revenue, though still relatively little. Licensing FSD to other automakers could expand the opportunity if it happens. x.com  x.com 

Tesla's growing Cybercab robotaxi registrations set up the next burn for short sellers. Texas registrations rose by 81 today to 544, per the state registry data shown in the chart. x.com 

Tesla's FSD attachment figures leave durable paid demand unclear because retention three to six months after the free trial is unknown. Some analysts estimate effective attachment at 30%-40%, and CFO Taneja's selective answers breed skepticism. Management's aspirational targets alone cannot justify Tesla's 175x 2027 P/E and 73x 2027 EV/EBITDA; competitors' actions, customer feedback and supplier activity also matter. Negative earnings revisions and commoditizing autonomy sustain caution. x.com  … Show more

Tesla's Austin robotaxi rollout looks to have hit an inflection point because activity is scaling rapidly. A RtaxiTracker chart shared by Jason Scharf shows Tesla at 438,000 per week in the week to October 18, versus Waymo's 406,000-per-week Q2 2026 average. Waymo's figure is older and quarterly averaged, so the periods are not directly comparable. x.com  x.com