Tesla Just Set a New Record and the Bear Thesis Is Officially Dead
While critics spent years predicting a “demand cliff” and bankruptcy, Tesla just proved once again why it dominates the global market.
The Reality Check:
Delivery Surge: Q2 delivery numbers completely shattered Wall Street consensus, proving global EV demand is accelerating.
Energy Monopoly: Tesla Energy deployed record-breaking megawatt-hours this quarter, growing at a pace that makes legacy utilities look prehistoric.
FSD Dominance: Full Self-Driving supervised miles have crossed exponential thresholds, cementing Tesla as an AI and robotics behemoth, not just a car company.
To the shorts still waiting for legacy automakers to catch up: margins are expanding, the ecosystem is unmatched, and the next-generation platform is ahead of schedule. Betting against Elon Musk in 2026 isn’t just risky—it is historically expensive.
Heh. That’s some pretty good trolling all right. Your AI did some pretty good hallucinating as well though.
Delivery Surge: Certainly good news, no question. If Tesla keeps this up, their sales will recover back to 2023 levels.
Energy Monopoly: Certainly good news here, as well. But it is definitely not a monopoly, and still only a small part of the company.
FSD Dominance: Most analysts rate FSD as the most capable, but not neccessarily the best driver assist program. If we are talking about autonomy, Waymo is the clear leader.
Check out the thread’s title! When the opposition could not find anything better they tried to attack via my use of AI so I told AI, “Sic it to them.” Just fun and games. The real action is putting one’s cash on the line.
AI seems to have been less than successful though.
There’s no delivery surge. There’s some degree of delivery recovery. As a long time shareholder, it’s little help.
There is no energy monopoly. I think Tesla still has a fledgling solar panel business and I think the solar tiles are still on life support. Megapacks don’t generate electricity - they store electricity. As for those utility companies - they don’t compete with Tesla. Some are customers though
