After Tesla's Q3 earnings report, today's blind guess is that it's likely to open low and close high again.

The reason for the good performance but falling stock price is that the business blueprint is too grand, with key milestones like Optimus mass production and unsupervised FSD rollout being delayed, causing short-term market concerns.

But returning to fundamentals, the highlights are actually very prominent:

1. Robotaxi+FSD dual guarantee: Austin's unmanned operations have accumulated over 250,000 miles, with FSD total mileage reaching 6 billion miles, ensuring full safety. By the end of the year, it will expand to 8-10 metropolitan areas, with solid progress;

2. Optimus potential: According to information leaked on X, the V3 prototype has extremely high degree of realism. Although mass production is delayed until the end of 2026, the technical direction is clear;

3. No issues with core business: Record high vehicle deliveries, production capacity will reach 3 million units within 24 months, and energy business orders are scheduled until next year. These achieved results are the foundation.$Tesla(TSLA.US)@Hotspot Master

The picture is a screenshot from Twitter.