[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.]  Rose Celine Investments 🌹 [@realroseceline](/creator/twitter/realroseceline) on x 8001 followers Created: 2025-07-25 14:53:11 UTC My Prediction for $TSLA This quarter confirmed what I’ve been thinking for a while. Tesla is stuck in a holding pattern. Sales are hovering around $90B annualized, and that probably won’t change much for the next XX to XX months. The quarter itself was a slight miss on revenue and earnings. The stock dropped 8%. Energy was down, service was up. Margins finally ticked up a bit, breaking a long streak of declines, which is one of the few bright spots. But overall, the numbers won’t excite anybody. They said the low cost model is ready and should hit volume production in the second half of the year. But they didn’t show it, so the market mostly shrugged. Q3 might look stronger because of a pull forward ahead of the EV credit expiring in September. After that, Musk warned things may get rough for a few quarters. This is exactly the kind of phase where the usual complaints show up. Free cash flow is down. Sales are down. Elon is overpromising again. The stock is dead money. Same script, different cycle. But here is what matters more: the shape of the business is changing. Tesla is evolving from a car company into something else entirely, an AI and robotics platform. Most investors aren’t ready for that shift, and the numbers haven’t caught up to it yet. What other company can build a multi billion dollar factory in under two years and have it operating at scale? Tesla doesn’t just innovate in products. It is reinventing how products are made. Cybercab could completely change Tesla’s revenue model. Optimus could reshape labor economics. Megapack and Semi could quietly become multi billion dollar businesses over time. But investors still values the company like it is just Model X and Model Y, flatlining sales, and shrinking margins. That is where the opportunity is. Most people are judging Tesla today the way they judged $AMZN in 2001 or $AAPL in 2013. When a business is laying the groundwork for its next act, the numbers look confusing. But those were the best times to buy. If none of this scales, then yes, Tesla’s valuation is hard to justify. But if any of it works, the upside is enormous. And if all of it works, today’s numbers will look like a rounding error. You can criticize Elon all day. He overpromises, he trolls the media, he changes plans. But if you are betting against the most productively ambitious person on the planet, you better have a good reason. This “in-between phase” takes patience. It is messy. It is full of doubt. But that is usually when the best setups form. You just have to be willing to see further than most people. The irony is, everyone loves Tesla when it is expensive and hates it when it is cheap. But the long term story hasn’t changed. Only the price and the mood have. This is by no means investment advice, just my opinion on Tesla and how I’m thinking about the stock. Don’t forget to comment, like, follow and share. 🌹 XXXXX engagements  **Related Topics** [coins energy](/topic/coins-energy) [$90b](/topic/$90b) [$tsla](/topic/$tsla) [celine](/topic/celine) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/realroseceline/status/1948758435669156039)
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Rose Celine Investments 🌹 @realroseceline on x 8001 followers
Created: 2025-07-25 14:53:11 UTC
My Prediction for $TSLA
This quarter confirmed what I’ve been thinking for a while. Tesla is stuck in a holding pattern. Sales are hovering around $90B annualized, and that probably won’t change much for the next XX to XX months.
The quarter itself was a slight miss on revenue and earnings. The stock dropped 8%. Energy was down, service was up. Margins finally ticked up a bit, breaking a long streak of declines, which is one of the few bright spots. But overall, the numbers won’t excite anybody.
They said the low cost model is ready and should hit volume production in the second half of the year. But they didn’t show it, so the market mostly shrugged. Q3 might look stronger because of a pull forward ahead of the EV credit expiring in September. After that, Musk warned things may get rough for a few quarters.
This is exactly the kind of phase where the usual complaints show up. Free cash flow is down. Sales are down. Elon is overpromising again. The stock is dead money. Same script, different cycle.
But here is what matters more: the shape of the business is changing.
Tesla is evolving from a car company into something else entirely, an AI and robotics platform. Most investors aren’t ready for that shift, and the numbers haven’t caught up to it yet.
What other company can build a multi billion dollar factory in under two years and have it operating at scale? Tesla doesn’t just innovate in products. It is reinventing how products are made.
Cybercab could completely change Tesla’s revenue model. Optimus could reshape labor economics. Megapack and Semi could quietly become multi billion dollar businesses over time. But investors still values the company like it is just Model X and Model Y, flatlining sales, and shrinking margins.
That is where the opportunity is.
Most people are judging Tesla today the way they judged $AMZN in 2001 or $AAPL in 2013. When a business is laying the groundwork for its next act, the numbers look confusing. But those were the best times to buy.
If none of this scales, then yes, Tesla’s valuation is hard to justify. But if any of it works, the upside is enormous. And if all of it works, today’s numbers will look like a rounding error.
You can criticize Elon all day. He overpromises, he trolls the media, he changes plans. But if you are betting against the most productively ambitious person on the planet, you better have a good reason.
This “in-between phase” takes patience. It is messy. It is full of doubt. But that is usually when the best setups form. You just have to be willing to see further than most people.
The irony is, everyone loves Tesla when it is expensive and hates it when it is cheap. But the long term story hasn’t changed. Only the price and the mood have.
This is by no means investment advice, just my opinion on Tesla and how I’m thinking about the stock.
Don’t forget to comment, like, follow and share.
🌹
XXXXX engagements
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