Orders
Rate Of Return480k deliveries beating by 74k is a monster quarter, so the 7.5% drop feels like AI/robotaxi impatience, not fundamentals. I’m buying this dip ahead of July 22 margins + robotaxi updates, because the AI premium isn’t done yet.
☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Sold the Beat
Tesla delivered its best quarter ever (480,126 cars, 74k above estimates) and the stock fell 7.5%. The Dow hit an all-time high on the worst jobs print in years. And memory chips just completed a brut...
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