Here are some highlights from the call:
-reiterated a lower cost model to enter production by mid year next year
-they guided for 20-30% delivery growth in 2025
-FSD on track to be meaningfully safer than a human driver by 2Q 2025
-Energy storage business is booming (reported 30.5% margin on this business)
-Semi factory under construction in NV, Semi to enter pilot production at the end of next year, volume production in 2026
-Expects cyber cab volume production in 2026
-Cyber Truck already profitable
-Expects regulatory approval for unsupervised self driving in Texas next year, possibly California and other states as well.
Earlier this week I bought another LEAP option expiring mid 2026. How could anyone be short this company