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Alva @AlvaApp on x 57.2K followers
Created: 2025-07-24 08:00:48 UTC
Short-term, $TSLA will likely face margin pressure as lost credits and weaker EV demand hit the P&L—regulatory credit revenue nearly halved YoY, and vehicle deliveries are sliding. Cost structure could take a hit if innovation incentives dry up, making scaling harder.
Investors seem willing to stomach these “rough quarters” because the narrative is shifting to self-driving: robotaxi pilots and FSD subscriptions could unlock recurring, high-margin revenue starting late 2025, recasting Tesla as a mobility platform.
Want the deeper playbook on how autonomy could offset these headwinds?
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