pcsfast

@Teslaconomics Honestly, they were excellent results, and I didn’t think that Elon did a bad job on the call, I listened twice. What do they want a cheerleader? He busting his ass all day solving bottlenecks . I would much rather him do that then be Jolly old Saint Nick.

Many believe Tesla’s Q1 2026 earnings were “bad” or a disappointment, but if you actually dig deeper into the shareholder deck + earnings call, I believe it was a really strong quarter. 1/ Total revenue hit $22.387B (+16% YoY). Solid top-line growth even with energy storage timing dip, so auto + services more than carried the load and showing Tesla’s business is diversifying fast. 2/ Gross profit grew +50% YoY to $4.72B. This is operating leverage happening in real time bc costs were controlled while volume and mix improved. This is NOT the sign of a weak company. 3/ GAAP gross margin reached a fresh high of 21.1% (+478 bp YoY). Best in recent history. Auto gross margin ex-credits jumped to 19.2% as well. 4/ Non-GAAP net income jumped +56% to $1.453B with EPS of $0.41 (+52%). Profitability is showing strength even while big bets are still being made. 5/ Free cash flow remains very strong at $1.444B (+117% YoY). Real cash is being generated even with heavy CapEx. Balance sheet now sits at $44.743B in cash & investments (+21% YoY). 6/ Services & other revenue rocketed to $3.745B (+42% YoY). High-margin, recurring revenue stream (FSD, Supercharging, etc.) is becoming a major growth engine. 7/ FSD paid subscriptions is now at ~1.3M and growing fast (especially monthly subs, +51% active base YoY). This is pure software margins and it’s going to grow as FSD continues to get better. 8/ Vehicle deliveries +6% YoY to 358k with production at 408k. First time in >2 years Tesla had a record Q1 order backlog. These are not just cars being sold, remember they are AI robots on wheels to solve autonomy. Demand is growing. 9/ Giga Berlin set an all-time record (>61k units). Europe’s demand for Teslas are growing in key markets like France/Germany +150% QoQ. 10/ Energy storage margins hit record highs (~39.5%+) even though revenue dipped on timing. Backlog remains massive and this business is scaling profitably. Energy revenue dip was purely timing/backlog-related. 11/ Unsupervised Robotaxi is already live in Dallas & Houston (launched right after quarter close) with ZERO incidents so far. Tesla Robotaxis are now in Bay Area, Austin, Dallas, Houston, and expanding. 12/ FSD Supervised just got approved in the Netherlands, showing international regulatory momentum for FSD is building. 13/ Tesla made a $2B equity investment in SpaceX this quarter (converted from prior xAI stake). Now owns a direct (small <1%) stake in SpaceX, unlocking even deeper strategic ties across the Muskonomy. 14/ Historic Tesla-SpaceX partnership on Terafab to build the largest chip fab ever for AI compute. Tesla handles the research fab while SpaceX does initial high-volume scaling phase. This is going to be important to secure the supply for Robotaxi, Optimus & more. 15/ Massive CapEx ramp (> $25B expected for 2026) but investors are going to see high-ROI in the future for AI compute, new chip fab, Optimus factories, Robotaxi, battery vertical integration. I believe it’s going to payoff big time. Elon stressed the big CapEx increase is “well justified for a substantially increased future revenue stream.” 16/ Optimus production ramp prepped for Fremont & Giga Texas late 2026. Elon on the call told us: “I think Optimus will be our biggest product - not just Tesla’s biggest product ever, but probably the biggest product ever.” 17/ Cybercab, Semi, and Megapack 3 all are on track for volume production in 2026. 18/ Operating cash flow grew to $3.937B (+83% YoY), which shows Tesla is can fund its own massive AI/robotics bets all with internal $. Let me make it clear… this was NOT a “bad” quarter. Tesla is NOT slowing down and it’s clear to me that they are positioning for the next decade. If the stock reacts weak on any short-term noise, this is a textbook buying opportunity for long-term investors IMO.

@surfranchvibes Copy what the actual cyber cab? Go ahead copy the car… Unfortunately, you’re missing the most important part and thats FSD lol 😂! Try copying that, they’re probably gonna need a few years, or 10 🤣

I really hope he is, there’s no need to fill in everyone on every little detail until it’s ready. Otherwise people will start copying. Just like Optimus.

@KirstenGrind @susannecraig How stupid do you feel, lady I mean, you gotta feel stupid… Just plain dumb you don’t even pay attention to any of the details and you just spew shit! It’s just an utter embarrassment 🤡🤦🏻‍♂️. Any credibility that you had possibly at one point just disappears in a thin air.

NEW: Elon Musk took $500 million in loans out at SpaceX, a move that would have been illegal at a public company. It's just one example of the years of financial engineering at the helm of his companies. Latest investigation with @susannecraig nytimes.com/2026/04/24/tec…

@thejefflutz @KirstenGrind @susannecraig That’s a problem she doesn’t actually have any clue what she’s talking about

@KirstenGrind @susannecraig But it’s a private company what are you talking about?

@gnoble79 this is your reply?! You make your clients 8 % while you take a big slice off the top and you tell them it's " A fantastic return". Keep them in the dark lol, you make a living off of the uneducated. I would not give you a dime. The analisys is further proof of your incompetence

@cps23800 Of course.

The $TSLA earnings call and guidance were an epic disaster. Earnings estimates have collapsed by 80% over the last three years. Auto deliveries will decline for a third consecutive year in 2026. Robotaxis have not received the required state government approvals as Tesla has been unable to achieve level four FSD. On May 28 the new Texas DMV laws will take effect, putting an end to the loophole by which $TSLA has put a few robotaxis on the road in a publicity stunt. It will be many years before paid robotaxi rides are able to contribute any significant revenue, by which time I expect self driving cars will be commoditized and widely available. Tesla derives 87% of revenues from autos and auto related services. (Oh, but it’s not an auto company;)) 15x revenues and a market cap of $1.5t more than adequately reflects any possible contributions from unproven fnascent businesses like cybercabs and Optimus. Over the last four years $TSLA the stock is flat and has massively underperformed the market. $TSLA is the biggest bubble at scale in stock market history. Car crash in progress. Fair value is perhaps $50. Epic wealth destruction coming soon to a theater near you. Thank you for attention to this matter. @BradMunchen @GordonJohnson19 @RealJimChanos @TeslaBoomerMama @DivesTech @munster_gene @garyblack00

@SportsCenter @PSchrags How about Win on the football field good Lord, it’s a draft, you won’t see the results for a couple years then you can put a ranking on it

"If I'm giving out a grade right now, the Dallas Cowboys have already won the draft." @PSchrags was over the moon with the Cowboys' selection of Caleb Downs 🙌

@doctrphil @Tesla Are you paying attention at all? Look around when you’re out of light or even when you’re driving in the city, everybody is looking down at their phones constantly. When they’re at a stoplight, they’re staring at it. You might be a special case, but dead wrong on the majority

@Tesla Superhuman because regular humans almost never think about what the asshole in the other lane is thinking. But there are 'tells'. Tesla needed to wait for the blinker. A human would have noticed the attitude of the car and anticipated the lane change. I would have, anyway.

Trained to be superhuman

@SawyerMerritt Are you sure this thing doesn’t work at all, don’t you think @ZacksJerryRig ?? It’s smoke and mirrors, they’re just trying to pump stock price! Man Tesla really sucks 🤡😆🤦🏻‍♂️

New video from Tesla of Cybercabs with NO steering wheels rolling off the production line and driving themselves to the outbound lot!

@nicksortor @alisonintheknow She should be under attack bozo the clown… You don’t go from $30 million-$100,000 and just say oh they messed up my accounting stuff. What a joke.

🚨 WOW! Hakeem Jeffries DEFLECTED when confronted about Ilhan Omar Democrats seem to be getting nervous! 😏 @alisonintheknow: “Omar's net worth went from $30 MILLION to under $100K. She's dissolving a fake winery. Does this warrant a House Ethics investigation?” HAKEEM: “She's under attack by right-wing conspiracy theorists!” *proceeds to ramble about President Trump* 🎥 @RealLindellTV

@28delayslater Clearly, he didn’t know that Earl. He literally said that yesterday that they thought it would be capable of it. Why do you just blatantly lie? Do you need attention that bad? In fact, you didn’t even listen did you? What a joke.

It’s not that Elon admitted HW3 won’t be unsupervised, it’s that he’s known this for years.

@CollinRugg Just protecting the citizens of California includes stealing their tax money?? Because you’re doing a great job of that and there seems to be no oversight. 🤡🤦🏻‍♂️

NEW: California gubernatorial candidate Katie Porter says she would "fight" the Trump admin after she was asked if truck drivers should be able to read English. Question: Do you believe that English language proficiency should be strictly enforced for truck drivers? Porter: I would absolutely fight the Trump administration... What a wild predicament the left is in. They have to oppose Trump, so they are advocating for truck drivers who can't read road signs.

@Mattlinn01 Well, if you can’t see this, that’s probably an explanation to why Elon has been so successful. Most people can’t go back and listen to his interviews and I think you’ll find your answers.

I’m trying to be as forward thinking as possible, but a production capacity for 10 Mil Optimus? Annually? Maybe I’m missing something about where our world is going.

@HankFrank This is a really solid list… Honestly, most people don’t want to hear this because we live in a microwave society and everybody wants a hack. Everything worth doing and meaningful takes time and that’s just a fact. ✅👍

UNFORTUNATELY, the formula for getting faster at running is: 1. Easy pace should feel almost embarrassingly easy. 2. One hard effort a week. Maybe two. Done with intent. 3. Strength train. Twice a week. Every week. 4. Sleep like your training depends on it because it does. 5. Eat enough. Then eat more. 6. Cross train on the bike like it’s part of the plan, not a backup. 7. Show up on the days you don’t feel like it. Nobody wants to hear it. Everybody wants the shortcut.

@atrupar You’re not gonna do a damn thing to those officers , did you see the way those people were acting?? . What you need to do is go find the $9 billion that you just give away to crooks in your state. How about focus on that stealing taxpayers money? What a coward you are

Tim Walz on DHS officers who shot Minnesotans: "We're gonna bring them back and hold them accountable for what they did"

@BenVerlander You mean he’s playing some of the best baseball of all time, he is not the best baseball player of all time at this point. Probably two different things there.

SHOHEI OHTANI IS UNREAL!! 6 scoreless innings. 7 strikeouts. Lowers his season ERA to 0.38 The greatest baseball player OF ALL TIME

@RoadToAutonomy @Rivian @Tesla @gbrulte @WaltLightShed It doesn’t compare, there is nothing there lol 😂. This is embarrassing to suggest 🤦🏻‍♂️

How does @Rivian's approach to autonomous driving compare to @Tesla? @gbrulte and @WaltLightShed break it down on Autonomy Markets. $TSLA $RIVN

@LiebermanAustin Maybe you should do that research considering it is your money. The fact that you can’t figure that out is probably a reason that you should either dig in or stop investing.

CAN SOMEONE EXPLAIN WHY TESLA DESERVES TO TRADE AT 15x SALES? Revenue growth: 16% Gross margin: 21% $TSLA BULLS MAKE IT MAKE SENSE

@teslayoda Middle of this year , 2026

Optimus V3 demo likely middle of next year. Some value to delaying demo to curb copying from competitor.

@KevinMelnuk So then why are you listening to…lol ! You want excellence but on your schedule, you want the best but with no sacrifice. Microwave society hypocrisy 101. Bye 👋

Elon: "We have to disassemble S/X production lines, and we have to start with the small parts, then the big parts... it takes time. It takes time to disassemble. Then we have to put in a new production line to make Optimus, but it'll be hard to take apart the S/X line. I don't know if any other company has disassembled a production line before... we will do it fast... like 3 months or so. Then we have to put the new line in. It's hard. So it'll move as slow as the least lucky supplier. So, we don't know when we will build Optimus or how many we will make" Even though we've been talking about it for 5 years. I know I'm not the richest man in the world and certainly I'm one of the dumber ones, but that seems pretty damn dumb to say haha. I just can't man... I just can't listen anymore. $TSLA