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Re: researcher59 post# 127143

Saturday, 10/25/2025 8:36:21 AM

Saturday, October 25, 2025 8:36:21 AM

Post# of 130798
Why not focus on TSLA's bright aspects as follows:
1) Record quarterly free cash flow $3.99 billion, 46% increase over a year ago, even after extremely high AI related capital investment;
2) Record quarterly automobile sale, even under stormy political environment when true patriot Musk advocated cutting inefficiency, waste and government bureaucracy to reduce $37 trillion US debt and prevent US hitting into bankruptcy, and unavoidably cut lots of people's cake disappointing so many potential customers;
3) Quarterly energy generation and storage revenue and their gross margin are all at record quarterly high;
4) Quarterly services and other revenue and their gross margin are all at record quarterly high;
5) quarterly automobile gross margin 17% is decent, despite extra cost in tariff, reducing tax credit and extremely high price competition in China;
6) No driver FST and Robotaxi are in the corner, once realized, FST subscribe ratio will rise substantially from current 12% level, subscribe fee will substantially rise as well, robotaxi revenue will shoot to the moon;
7) Humanoid robots will help US become great again in manufacture, and its revenue will shoot to the moon;
8) $41 billion cash with little debt.

I would not touch GM and F because of their low single digit automobile gross margin and extremely debt.

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