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David Wang
DongyanWang8
1/11My key thoughts for Tesla Q4 earnings:1. Q4 Gross Margin (GM) is lower than expected, but: . Auto GM is actually higher than Q3, after taking out noisy one time
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Why #Tesla needs to double/quadruple down in #China now by increasing EV production, FSD dev; starting RoboTaxi & insurance!#elonmusk, 4X in China will greatly accelerate transition to sustainable energy and
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1/ Why #Tesla will be much more successful than #Apple, and much harder to compete against. I am still admiring #SteveJobs and the great #Apple success, while I think #Telsa
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