[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6335 followers Created: 2025-07-24 12:32:06 UTC Thoughts on Tesla Earnings Report $TSLA: 🟢 Positive •+19% QoQ automotive revenue vs. +14% deliveries; ASP gains led by refreshed Model Y •Record energy gross profit and XXXXX MWh deployed (+2.1% YoY) •25% FSD adoption growth post v12/v13; internal data: 10x safer than human driving •$2,789M energy revenue, +5.8 pp energy GM YoY to XXXX% •Dojo X and AI5 chip launching in 2026, targeting XXXXXXX H100-equivalent scale •CyberCab cost target: $0.25–$0.30 per mile, below human-driven ride-hailing •Optimus prototypes due end-2025; scaling to XXXXXXX units/month in X years •$284M Bitcoin gain in Q2, reversing prior $125M Q1 loss •Services revenue up XXXX% YoY to $3,046M 🟡 Neutral •EPS $0.40, in line with estimates •CapEx raised to over $9B, aligned with autonomy, AI, and infrastructure buildout •R&D spend up XXX pp YoY to XXX% of revenue; investing in next-gen products •Superchargers: 7,377, up +14% YoY •Basic shares +1.0% YoY, SBC/revenue at 3%, slightly down QoQ •FSD underutilization, ~50% of owners haven’t activated the feature 🔴 Negative •Vehicles delivered: XXXXXXX (-13.5% YoY), missed estimates by -XXX% •S/X and other deliveries: -XXXX% YoY, production down -XXXX% •Automotive revenue down -XXXX% YoY, now XXXX% of total •Global inventory: XX days of supply, up +2 QoQ •Gross margin: XXXX% (-0.7 pp YoY); impacted by tariffs •Operating margin: XXX% (-2.2 pp YoY), Net margin: XXX% (-0.6 pp YoY) •Free cash flow margin: XXX% (-4.6 pp YoY) •EV credit ending Q4 2025, risk of unfulfilled U.S. orders post-August •$300M in Q2 tariff costs, affecting both automotive and energy  XXXXX engagements  **Related Topics** [$2789m](/topic/$2789m) [adoption](/topic/adoption) [fsd](/topic/fsd) [coins energy](/topic/coins-energy) [automotive](/topic/automotive) [$tsla](/topic/$tsla) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/SergeyCYW/status/1948360542713962786)
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Sergey @SergeyCYW on x 6335 followers
Created: 2025-07-24 12:32:06 UTC
Thoughts on Tesla Earnings Report $TSLA: 🟢 Positive •+19% QoQ automotive revenue vs. +14% deliveries; ASP gains led by refreshed Model Y •Record energy gross profit and XXXXX MWh deployed (+2.1% YoY) •25% FSD adoption growth post v12/v13; internal data: 10x safer than human driving •$2,789M energy revenue, +5.8 pp energy GM YoY to XXXX% •Dojo X and AI5 chip launching in 2026, targeting XXXXXXX H100-equivalent scale •CyberCab cost target: $0.25–$0.30 per mile, below human-driven ride-hailing •Optimus prototypes due end-2025; scaling to XXXXXXX units/month in X years •$284M Bitcoin gain in Q2, reversing prior $125M Q1 loss •Services revenue up XXXX% YoY to $3,046M
🟡 Neutral •EPS $0.40, in line with estimates •CapEx raised to over $9B, aligned with autonomy, AI, and infrastructure buildout •R&D spend up XXX pp YoY to XXX% of revenue; investing in next-gen products •Superchargers: 7,377, up +14% YoY •Basic shares +1.0% YoY, SBC/revenue at 3%, slightly down QoQ •FSD underutilization, ~50% of owners haven’t activated the feature
🔴 Negative •Vehicles delivered: XXXXXXX (-13.5% YoY), missed estimates by -XXX% •S/X and other deliveries: -XXXX% YoY, production down -XXXX% •Automotive revenue down -XXXX% YoY, now XXXX% of total •Global inventory: XX days of supply, up +2 QoQ •Gross margin: XXXX% (-0.7 pp YoY); impacted by tariffs •Operating margin: XXX% (-2.2 pp YoY), Net margin: XXX% (-0.6 pp YoY) •Free cash flow margin: XXX% (-4.6 pp YoY) •EV credit ending Q4 2025, risk of unfulfilled U.S. orders post-August •$300M in Q2 tariff costs, affecting both automotive and energy
XXXXX engagements
Related Topics $2789m adoption fsd coins energy automotive $tsla tesla stocks consumer cyclical