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![muskonomy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1683336596488327168.png) Muskonomy [@muskonomy](/creator/twitter/muskonomy) on x 28.1K followers
Created: 2025-07-24 19:18:35 UTC

🚨BREAKING: Morgan Stanley's Adam Jonas on Tesla “EV Pain vs Robo Gain”

• FCF near breakeven, but Robotaxi & Optimus remain the long game
• EPS slashed for FY25 (-14%) & FY26
• Optimus ramp slightly delayed
• No AI Day yet
• Elon fears low control: “Don’t want to be ousted after building humanoid robots”

![](https://pbs.twimg.com/media/GwpUnHxXkAARwPr.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948462837011284423/c:line.svg)

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[Post Link](https://x.com/muskonomy/status/1948462837011284423)