Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
thenonconsensus.substack.com
My last post on Tesla was just before two major events - Tesla's Autonomy Investor Day, and Tesla's 1Q earnings results. Here are my thoughts following an avalanche of new information: We still don't have great visibility into what demand will look like in 2Q
Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
Tesla: Story Still Hinges on Demand after…
Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
My last post on Tesla was just before two major events - Tesla's Autonomy Investor Day, and Tesla's 1Q earnings results. Here are my thoughts following an avalanche of new information: We still don't have great visibility into what demand will look like in 2Q