What To Expect From Tesla's Earnings

BF Aragua from New Street Research discusses Tesla's stock upgrade and future prospects. The focus is on Tesla's new models, including the Model Y, and the potential of FSD 13 in advancing self-driving capabilities. Despite current market challenges, Tesla's long-term vision for robotaxis remains promising. The discussion also covers market conditions, sales trends, and the impact on Tesla's gross margin.

What challenges does Tesla face in maintaining its gross margin?

In what ways can Tesla expand its market share with lower price points?