TSLA Q2 Earnings, Down On Negatives

It is true that the loss of a lot of EPS in the second quarter is not good even if it is a one-time expenditure due to restructuring of the workforce
(Even though regulatory credit revenue has increased dramatically, EPS is low)

In addition, I personally did not announce the purchase and subscription rates after the free distribution of FSD
(It seems that the number of subscribers has not increased significantly)

The two-month postponement of the robotaxi has already been known, but I think it would have been nice if there was a comment that could expect something bigger even if it was postponed
(Maybe it’s hard to reveal it because it’s a secret)

I think today’s -12% drop means this disappointment from investors is being reflected

We still have three or four quarters,
If additional restructuring costs are spent in the next quarter, or FSD subscription rate growth is insufficient, and vehicle sales growth slows due to interest rate freeze, it could be difficult throughout this year (stock price side)

Personally, I don’t feel disappointed because I thought it would be $250 at most this year,
Next year may not be easy if, in the worst case, additional delays in robo-taxi, delays in official distribution of FSD, and Trump’s defeat, which could possibly be the most bad news, become a reality
(It already feels like a presidential theme stock)

But I’m optimistic in the longer term 🙏
Imagine being pessimistic in the short term