$Tesla Motors(TSLA)$amazing quarter and conf call. The Street will take up FY’22 volume and earnings ests given Elon’s target 60% vol growth guide (1.5M) and huge auto gross margin ex-ZEV beat which has to feed into 2Q-4Q. I expect FY’22 earnings estimates to go to $11.50 (vs $10.50 today).
Takeaways of the call:
1/ Berlin/Austin ramps quicker than Shanghai - learned a lot and veteran teams. 5K/wk in 12 months
2/ 2Q Shanghai Vol at least as high as 1Q - amazing given 17 days lost volume
3/ Elon says $TSLA bots worth > EVs
4/ Dedicated robotaxi w/o steer wheel & pedals by 2024
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