Alright, let’s talk about the latest Tesla drama—because of course, there’s drama. There’s always drama. If Tesla ever had a boring quarter, I think we’d all collectively check if Elon got abducted by aliens or something.
So, here’s the deal: Model Y production hasn’t been looking great. In China, there was about six weeks of downtime, and the new version is only just starting to ship out. Now, Tesla’s been known for rapid changeovers in China, but this time? Feels like they hit the brakes. Hard. If you’re wondering why nobody’s making a big deal about this, you’re not alone. It’s weirdly flying under the radar—even analysts aren’t catching on.
Tesla Drama: A Massive Q1 Miss Incoming?
If you think that downtime won’t impact earnings, I’ve got a bridge to sell you. Matt’s predicting Tesla’s Q1 earnings per share (EPS) will be way lower than expected. Analysts have it pegged at 58 cents, but he’s thinking low 20s. That’s not a miss; that’s a full-on whiff. A swing and a miss so bad, you’re wondering if Tesla was even holding a bat in the first place.
Now, will this matter in the grand scheme? Probably not. But let’s not kid ourselves—this kind of thing gets spun into doomsday headlines. And since Tesla doesn’t do much PR (read: any), the media will just take the wheel and drive this narrative off a cliff.
“Elon’s Too Distracted” – The Default Take
You already know how this will go down. The media’s gonna ignore the actual production numbers and earnings, and instead, we’ll get a hundred articles about how Elon’s too busy tweeting, fighting with politicians, or (insert latest scandal here). Oh, and let’s not forget the boycotts—because yeah, those are happening.
Over the weekend, Canada saw some anti-Tesla protests, and someone even scrawled “F Elon” on a Cybertruck in the snow. Real mature. And then there’s the investors. Some Tesla shareholders are straight-up saying they don’t want any TSLA in their portfolio at all—not because of the business, but because they can’t stand Elon.
Which, look, I get it. He’s a polarizing guy. But hating the CEO ≠ bad stock. If that were the case, half of Wall Street would be in the dumpster fire. Remember when people were calling for Apple’s death because of Tim Cook? Or how everyone thought Zuckerberg’s metaverse obsession would tank Meta? Yeah. Turns out you can dislike the face of a company and still make money. Wild concept, I know.
Tesla’s Real Story? Autonomy is Creeping Up
Here’s what actually matters, and what’s getting completely lost in the noise: Tesla is just a few months away from a massive breakthrough in autonomy. Yeah, while everyone’s freaking out about boycotts and Twitter fights, FSD is leveling up in a way that could be a complete game-changer.
Matt just got a Model X because he sees what’s coming. People are canceling orders and staging mini-protests, but let’s be real—if autonomy hits at the scale Tesla is aiming for, none of that noise is gonna matter. The headlines won’t be about Sheryl Crow selling her Tesla to donate to NPR (yes, that’s a real thing). It’ll be about how Tesla just flipped the script again and left everyone else scrambling to catch up.
So yeah, there’s drama. There’s always drama. But under all of it, Tesla is still moving fast, breaking things, and making moves that’ll matter way more in the long run than whatever nonsense is trending on TikTok today.
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