X @Herbert Ong

🚨 Tesla Q1 miss? But the debate is heating up!@thejefflutz says the delivery miss (358K vs 365K) is small, and bulls like Dan Ives are still confident, pointing to progress in Cybercab, Semi, Megapack, and Optimus.JPM warns of 60% downside ($145 PT), but many see that as an outlier.Now it all comes down to FSD, Robotaxis, and Optimus.So who’s right here? $TSLA ...