"Messy" TSLA Earnings Expected, EVs to Challenge Long-Term Bull Thesis

Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" with its anticipated AI and FSD advancements. However, Lucas still sees the EV tax credit cut and lack of infrastructure serving as a major headwind.