🚨 Tesla VP of Autonomy @aelluswamy just shared something BIG: FSD now understands when you’re at a toll booth and waits until you pay before moving!@thejefflutz explains how Tesla is training FSD to handle real-world stuff like school buses, police, and traffic workers, all to make robotaxis truly drive themselves 🔥 $TSLA ...

Group 1 - Tesla's stock experienced a 5% decline after a recent earnings report, but this is seen as a reset rather than a rejection, following a 50% gain since April [1][2] - The earnings report revealed a nearly 12% year-over-year revenue decline, but earnings per share met expectations at 40 cents, and margins improved compared to Q1 [2][4] - The stock bounced off a key trendline, indicating a bullish technical pattern, suggesting a potential breakout in the near future [3][7] Group 2 - Despite the revenue decline, Tesla's vehicle deliveries increased from Q1, and the company remains on track for its next-gen affordable EV launch in the second half of 2025 [4][5] - Analysts maintain a bullish outlook, with Wedbush holding a $500 price target and Canaccord Genuity raising its target to $333 following the earnings report [9] - Tesla's CEO, Elon Musk, emphasized the company's autonomy roadmap, including plans for a robotaxi rollout by the end of 2025, reflecting a shift towards a software-and-services model [10][11] Group 3 - The current P/E ratio is above 180, indicating high expectations, but Tesla only needs to show consistent progress to maintain upward momentum [12] - A potential move back towards $340 could signal a major breakout for investors, especially considering the stock's previous 60% rally after a disappointing Q1 report [13]

Financial Data and Key Metrics Changes - The total automotive revenue increased by 19% sequentially, despite total deliveries only improving by 14% [35] - The cost of tariffs increased around $300 million sequentially, with approximately two-thirds of that impact in automotive and the rest in energy [36] - Operating cash flows increased sequentially, resulting in $146 million of free cash flow [39] Business Line Data and Key Metrics Changes - The energy generation and solar business margins improved sequentially, while deployment reduced primarily due to the ramp of power deployments at higher margins [36] - The margins for service and other businesses improved sequentially, primarily due to higher profits from supercharging and improvements in insurance and service center profitability [38] - The production of the new Model Y ramped up at all factories, and the rollout of robotaxis service in Austin was initiated [30][31] Market Data and Key Metrics Changes - Model Y became the best-selling car in Turkey, Netherlands, Switzerland, and Austria, indicating strong international demand [8] - The company expects to expand its autonomous ride-hailing service to cover half the US population by the end of the year, pending regulatory approvals [6][7] Company Strategy and Development Direction - The company is focusing on expanding its robotaxi service and aims to increase the service area in Austin significantly [4][6] - There is a strong emphasis on autonomy as a key differentiator, with plans to enhance the full self-driving (FSD) experience and increase adoption rates [9][34] - The company is investing heavily in AI and robotics, with expectations to scale production of the Optimus robot significantly in the coming years [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, stating that if the company continues to execute well, it could become the most valuable company in the world [27][28] - There are concerns about the impact of the repeal of the IRA EV credit and tariffs on near-term business performance, but management believes long-term investments in AI and energy will pay off [31][40] Other Important Information - The company is working on regulatory approvals for autonomous services in various states, including the Bay Area, Nevada, and Florida [6][10] - The company has seen a marked improvement in FSD adoption rates in North America since the launch of version 12 [35][100] Q&A Session Summary Question: Can you give insight into how robo taxis have been performing? - The robo taxis have been performing well in Austin, with plans to expand the operating region significantly [42] Question: What are the key technical and regulatory hurdles for unsupervised FSD? - Unsupervised FSD is expected to be available for personal use by the end of the year in certain geographies, with a focus on safety [44][45] Question: What specific factory tasks is Optimus currently performing? - The Optimus design is expected to be finalized soon, with production ramping up in early next year [49][50] Question: Can you provide an update on the development of more affordable models? - Production of lower-cost models started in June, with a focus on maximizing production without negatively impacting revenue [53] Question: How will the elimination of tax credits for solar projects affect sales? - The sales pipeline is diversified, and while the recent bill was not favorable, solar projects are still expected to be built due to necessity [66] Question: Can you comment on FSD subscription trends? - There has been a 25% increase in FSD adoption since the launch of version 12, with efforts to educate customers on its benefits [100][102]

Investment Opportunities & Potential Risks - Intelligent Alpha 使用 AI 预测 1,000+ 股票，重点关注 $GOOGL 和 $TSLA [1] - 特斯拉面临短期风险，但在 Robotaxi 和自动驾驶方面有巨大潜力 [1] Market Trends & Industry Dynamics - Doug Clinton 认为 Robotaxi 的发展好于预期，未来 FSD 可能会有更多发布，这对特斯拉股票可能是积极的 [1]

Financial Data and Key Metrics Changes - In Q2, adjusted sales reached $21.6 billion, reflecting a 9% increase on both an adjusted and organic basis, driven by growth across all channels [18] - Segment operating profit was $2.7 billion, up 12% year over year, with a consolidated segment margin expansion of 30 basis points [18] - Adjusted earnings per share (EPS) increased by 11% to $1.56, influenced by segment operating profit growth and a lower effective tax rate [18] - Free cash flow for the quarter was an outflow of $72 million, impacted by $250 million in powder metal-related compensation and $175 million from tariff impacts [19] Business Line Data and Key Metrics Changes - Collins reported sales of $7.6 billion, up 9%, with commercial aftermarket sales increasing by 13% and defense sales up 11% [24] - Pratt and Whitney's sales also reached $7.6 billion, up 12%, with commercial aftermarket sales rising by 19% and commercial OE sales by 15% [26] - Raytheon achieved sales of $7 billion, a 6% increase, driven by higher volume in land and air defense systems [28] Market Data and Key Metrics Changes - The company reported a book-to-bill ratio of 1.86, with a backlog now at $236 billion, up 15% year over year [6][30] - Global Revenue Passenger Kilometers (RPKs) are expected to grow over 5% for the year, supporting strong commercial aftermarket demand [8] - The U.S. defense budget reconciliation includes over $150 billion for additional defense spending, indicating strong demand for defense products [9] Company Strategy and Development Direction - The company is focused on executing its backlog, driving cost discipline, and investing in innovation [30] - Strategic partnerships are being formed in Europe to support production ramp-ups, particularly for defense systems [9][13] - The company is leveraging data analytics and AI to enhance productivity and operational efficiency across its operations [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand across end markets, with expectations for continued top-line growth [10] - The outlook for adjusted sales for the full year has been increased to a range of $84.75 billion to $85.5 billion, reflecting strong first-half performance [20] - The effective tax rate is expected to remain at 19.5% for the full year, with improvements in operating performance contributing to EPS growth [21] Other Important Information - The company raised its dividend by 8%, reflecting confidence in long-term cash generation capabilities [16] - The company is maintaining its full-year free cash flow outlook at $7 billion to $7.5 billion, with expected recovery from the work stoppage at Pratt [22] Q&A Session Summary Question: Can you discuss Raytheon's multiyear outlook and the potential for awards flowing from the backlog? - Management highlighted strong demand with a book-to-bill of 1.35 and a 25% increase in backlog since the end of 2023, indicating a robust multiyear growth outlook [35][36] Question: What are the updates on the tariff situation and its impact on demand? - The company has reduced its tariff outlook from $850 million to $500 million, with no current negative developments seen in demand, particularly in the commercial aftermarket [46][48] Question: Can you clarify the impact of the reconciliation bill on R&D capitalization? - The recent legislation restores full expensing of R&D costs, which is expected to provide a moderate cash benefit this year and continue to benefit in the following years [56][59] Question: What is the outlook for free cash flow in the coming years? - Management expressed confidence in achieving significant free cash flow growth, with expectations of $10 billion minimum in 2027 and beyond due to strong market conditions and operational improvements [98][102]

Group 1 - One Stop Systems, Inc. (OSS) shares increased by 10.5% to $5.6 in the last trading session, with a notable trading volume, and have gained 13.2% over the past four weeks [1] - The company is experiencing growing demand for its high-performance edge compute solutions, driven by advancements in AI, machine learning, autonomy, and sensor fusion [1] - The consensus EPS estimate for OSS is a quarterly loss of $0.05 per share, reflecting a year-over-year change of +44.4%, with expected revenues of $13.3 million, up 0.8% from the previous year [2] Group 2 - The consensus EPS estimate for OSS has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - OSS is ranked 3 (Hold) by Zacks, while Rockwell Automation (ROK), another company in the same industry, has a Zacks Rank of 2 (Buy) [3][4] - Rockwell Automation's consensus EPS estimate has changed by +0.3% to $2.68, representing a year-over-year change of -1.1% [4]

Autonomy Technology - Tesla is leading the development of autonomous driving technology [1] - Driverless Teslas navigating parking lots will become commonplace [1]

His mission has been to fight the Chinese authorities’ assaults on Hong Kong’s autonomy and democracy since Britain handed over the territory. But the origins of his politics are in the colonial Hong Kong in which he grew up https://t.co/4EdQLyilRU ...

So we're in this situation, Jane, and you've written about this a lot, right, where we almost just look past the quarterly delivery data. If you hold the bullish thesis that long term, it's a world where Tesla operates a proprietary robotaxi ride hailing service. Take that and interpret the data of this morning, please.So I think Craig really summed it up well about this shift in investor psychology, and it impacts how we think about the delivery numbers today. So if we rewind four years ago, the expectatio ...

The first of these questions is how often do we throw around the word happy and happiness. It's almost as if the meaning is simple and self-explanatory. But if I asked you right now to define happiness, to tell me what it means to live a happy life, I bet you'd hesitate.When psychology attempted to do this, we got over 20 definitions of happiness in the form of theories like the self-determination theory or frameworks that highlight the need for autonomy, goal setting, and self-acceptance. Beyond this, ther ...