A lot of the fears going into Tesla's earnings report have evaporated, says Tom Narayan

Tom Narayan, Global Autos Analyst at RBC Capital Markets, discusses Tesla's earnings report.

[elegboozioma]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[shethkaushal]

...since EV story is not working, we have Robotaxis, when that does not work, we will talk about Flying cars...

[maxpayne]

The new Model 2 is just the model 3 with the backseat torn out

[drinkinhottea]

Why this dude look like russell wilson😂

[daveandjanwoolf]

Where does the flying car come into this?

[srsairbags]

No need for model 2. Just slash the prices for 3 and Y.

[sandwichtube]

I was ready to buy a Tesla, but not now after the crap he posts on X.

[esta]

No one seems to be able to answer if FSD cars will be entitled to the autonomous upgrade when it becomes available. Or will it be a separate purchase????

[michae]

What is the calculation fsd would bring in $$$$. I don’t see it

[joka]

If tesla had full FSD it would sell for even 50k. So no point in 25k 😂😂

[esta]

Can anyone tell me you are guaranteed a free autonomous upgrade from Supervised FSD, if and when it becomes available????

[Truthwinsalway]

Why America 🇺🇸 don’t appreciate USA companies like Tesla but try to pull it down?

[TieMajor]

This guy is huffing on the biggest copium supply I have EVER seen.

60% of his price target is robo taxi which he later admits could be 10 years away.
The new car is not a game changer but it is because you can sell FSD. He later admits that the only way to compete with Chinese EVs is to remove the bells and whistles.
Again another poor soul falling for the "TSLA is a software company" meme, even if it was, their tech is laughable compared to other products on the market like Waymo who have driven way more mile autonomously and are still years away from a public product.

Amazing to see a guy committed to the ride like this. I almost want to applaud him.

[salvadorcoling]

Tesla’s Robotaxi will be a successful brand and millions of people will be able to make money instead of working 8 to 5 daily. Right now here in Vancouver, Canada, Uber drivers are using Tesla M3 and MY. Our gasoline price is around $2/litre and the electricity is 15-20 cents per kilowatt. Use your common sense if which is better, gas or electric.

[ClaudioMartella]

this guy is clueless. Level4 is not enough for a real business model differentiator. the driver still needs to be behind the wheel, it just that the driver can watch a movie.

[johnbollenbacher]

So where is Tesla going to get the networking experience and needs to support all these Robo taxis and customers? All the experience that Uber Uber and Lyft have acquired.

[billthecat]

Tom, you really disappointed me here. And Model 2 and the robotaxi are going to be built on a totally NEW platform. Get your facts straight before you go on air!!

[UmeshShah-jnuy]

Affordable cars, so more no. of people can buy those, will allow for selling $10K FSD (at 40% of the car cost?). Something I am not getting here. This investment thesis so much stretched for an unknown autonomy future

[shethkaushal]

Tom Narayan has a buyers remorse....the fact is Musk is now bored with Tesla, waiting for his compensation package so he can find his next toy...first find a CEO...

[roxterroxter]

These guys haven’t driven the car. Level 5 next year. That’s what a robotaxi is.