X @Herbert Ong

🚨 Wedbush’s Dan Ives ahead of $TSLA earnings: $600 PT, OutperformFocus will be on ~$20B AI capex, Robotaxi rollout in 7 cities (incl. Dallas & Houston), and the Cybercab launch.He expects updates on xAI/SpaceX ties, Terafab funding, and Optimus scaling (targeting ~1M units), plus conversion of the S/X line.Street expects ~$22.4B revenue, ~$0.37 EPS, with FSD adoption potentially >50% shifting Tesla toward higher-margin AI/software.Also notes FSD approval in the Netherlands as a key step for broader Europe r ...