Home
Creators
Search Recent Random
Posts
Search DMs Popular Hash Lookup Tags Random
Importer
Import FAQ
Register Favorites Keys Review DMs Logout
Community
Telegram ThePornDude
Home Creators Posts Import Register Favorites Logout

Top 7 Takeaways from the Tesla Earnings call (Patreon)

Published:
2025-07-24 03:11:37
Imported:
2026-06
Tags:
haven't archived this post yet. have a subscription? use the importer!

Content

Yeah I know people felt the tone of the call was low energy, but I personally found these top 7 nuggets very interesting

I wrote this in substack, it is free .... but the content was too long for Patreon.

https://open.substack.com/pub/investanswers/p/top-7-takeaways-from-teslas-q2-2025?r=q9ccl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Files

Previews only

Top 7 Takeaways from Tesla's Q2 2025 Earnings Call:

It sounded a bit like a funeral but had some awesome nuggets

Comments

jktarik

so, is it an opportunity to buy or wait and see?

BullJim

Just remember guys dont get married to a stock and don't shit on the competitors.

blackfloat

4 years waiting… losing patience. Market is at ATHs and Tesla continues to get smoked

Iintense Studios

I feel like this was predictable, but I take a lot of flak whenever I question the large rotation into Tesla. Their cars are not good, and they were only profitable because of ev tax credits and zero emissions carbon credits. I think their AI and robots will be a good thing to get invested into, but the company is overpriced right now.

Corsair

I get it. James has sky high conviction for Tesla. But the stock has basically been treading water for a long time now. I wish he had talked more about how we are going to power this AI revolution we are living in. The nuclear power stocks like OKLO and SMR. Look what they’ve done. Over the past three months they have skyrocketed. And of course they’re going to need fuel. Look at UUUU. CCJ. And my favorite, LEU. If everybody had invested in these companies instead of Tesla, I guarantee you you would be happier today than three months ago or six months ago or a year ago.

SolSurf

When I heard him say we haven't thought about adding existing vehicles to the network I was shocked. Risk antenna up!

Thomas
>>181522199

His comment on this matter is he is focused on two areas (these aren't it) and they take too long to deliver. What you outline is totally reasonable, but he has been pretty clear on his industry focus and why.

Starlord29

Tsla down today so far. Keep waiting i guess. Wish I had put more in nvda first then profits into tsla or mstr. Keep playing the long game.

InternetExploder

Yo, "Free Cash Flow" is down 89% YoY. The FCF graph from the other day needs to be updated methinks.

InternetExploder
>>181540032

Took profits on 2/3 of my TSLA last run up (honestly bc Elon was pissing me off and he's selling a lot of hype) then swapped most into NVDA on the dip. So far not regretting that.

JNibz

James is most likely getting hammered on his synthetic longs, but as the price drops it's a good opportunity to start new synthetic longs.

Dark Star

Thank you for the substack write up. Excellent job!