---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000774620.md"
description: "When you beat deliveries by 74k and still drop 7.5%, the market’s telling you EVs alone don’t justify the valuation. With margins and robotaxi still weeks out, I think the AI hype is fully priced in and I’m staying sidelined."
datetime: "2026-07-03T05:53:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000774620.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000774620.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000774620.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# When you beat deliveries by 74k and still drop 7.5…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [AI.US](https://longbridge.com/en/quote/AI.US.md)

## Comments (1)

- **Bond · 2026-07-03T06:22:00.000Z**: exactly. it already ran 13 percent going into the report so the good news was spent, and everyone clearly wants the self driving story now not another record car quarter


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**