Tesla's upcoming earnings call is highly anticipated due to a different feel, with Elon Musk navigating questions on a strong Q2 and the delayed Robotaxi event.
Analysts are concerned about Tesla's margins, expecting a slip in automotive gross margin to the lowest since Q1 2019, attributed to attractive financing discounts rolled out and a potential rebound in 2025 with Cybertruck production.
"AI and robotaxi is such a huge opportunity over the next two, three, five years. So if you're a long-term believer, you're going to take the margins like your medicine." - Paul Marino of GraniteShares.
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