Amit Bhatia

Forward-thinking investor with a deep interest in the dynamic world of cryptocurrency and stock markets.Driven by curiosity and a growth mindset

[Shanaka Anslem Perera ⚡ @shanaka86]

Polymarket gave Tesla a 21 percent chance of beating earnings.

Tesla beat on revenue. Beat on EPS. Beat on margins. And then used the call to announce production dates for the autonomous fleet and humanoid robot factory that make the numbers irrelevant.

Revenue: $22.39 billion versus $21.42 billion consensus. A $970 million beat. Non-GAAP EPS: $0.41 versus $0.33. GAAP gross margin: 21.1 percent, up from 16.3 a year ago. Auto margin excluding credits: 19.2 percent. Services revenue grew 42 percent on record FSD subscription adds. Free cash flow: $1.444 billion. Cash rose to $44.7 billion.

Those are the numbers. Nobody will remember them by Friday.

What they will remember is what the shareholder update contained between the lines.

Optimus: first large-scale humanoid robot factory begins Q2. That is now. The production line targets 1 million robots per year at Fremont, replacing the Model S and X line. Second-generation line targets 10 million per year at Giga Texas. Automobile assembly converting to humanoid robot assembly. The unit economics are not transitioning over years. They are transitioning over quarters.

Cybercab: volume production confirmed for 2026. The dedicated robotaxi will replace Model Y vehicles in the unsupervised fleet. Semi volume production also confirmed for 2026.

Robotaxi: paid miles nearly doubled sequentially. Unsupervised operations expanded from Austin alone to Austin, Dallas, and Houston in April. Three cities. The fleet is scaling in Texas while the regulatory framework remains permissive. Cybercab production ramp feeds directly into this fleet.

FSD 14.3 launched with a rewritten AI compiler delivering 20 percent lower latency. AI5 final chip design confirmed completed in April. Cortex 2 online. Dojo 3 in active development.

The number buried deepest in the update that almost nobody will find: services revenue grew 42 percent. That line contains FSD subscriptions, Supercharging, insurance. It is the only segment growing at software-company rates inside an auto manufacturer. As subscriptions scale and robotaxi paid miles nearly double sequentially, this line becomes the margin engine transforming the income statement from hardware to software economics. That transition is already visible in the gross margin expansion from 16.3 to 21.1 percent. The software is pulling margins up while the auto business holds steady.

$44.7 billion in cash after aggressive AI and factory spending. Capex above $20 billion for 2026. No dilution. The auto business generates the cash. The AI business consumes it. The robotaxi business will multiply it.

Yesterday I wrote that tonight was not an earnings report but a timeline report and that 30 days of engineering milestones had handed Musk the strongest hand he had ever held on a call.

The hand played exactly as dealt. Revenue beat. EPS beat. Margins expanded. And the timelines accelerated.

The 79 percent who bet against this on Polymarket were not wrong about Tesla’s auto business. They were wrong about which business they were betting on.

[Amit Bhatia @ab_vb]

@EvasTeslaSPlaid Elon is funny 🤣

[Amit Bhatia @ab_vb]

@Sajwani Always

[Khaleej Times @khaleejtimes]

Betting on UAE means growth, says Dubai Ruler as country enters world’s top 10 exporters
https://t.co/CWUzn4K1UQ

[Gulf News @gulf_news]

The UAE enters the world’s top 10 exporters for the first time, rising from 17th to 9th globally as foreign trade hits Dh6 trillion, WTO report shows.
https://t.co/veyoNK2mWR

[Amit Bhatia @ab_vb]

Keep shining

[Amit Bhatia @ab_vb]

$NVDA $TSLA $AAPL bleeding while semis hold the line. Watching for bounce or more pain. #Stocks #AI #Trading

[The Kobeissi Letter @KobeissiLetter]

https://t.co/BH00Vpy4WF

[BIG ENERGY🇦🇷 @Energycrypt]

Always take profit before the screenshot 😂😂😂😂😂

[Amit Bhatia @ab_vb]

@elonmusk you the most funny guy
Love your posts

[Elon Musk @elonmusk]

Some days be like

[Elon Musk @elonmusk]

Some days be like

[Andreas Steno Larsen @AndreasSteno]

https://t.co/aPcuRpjaSf

[Amit Bhatia @ab_vb]

@dr_ericberg What about children with skin allergy?does eating fish advisable for them as well?

[Amit Bhatia @ab_vb]

@dr_ericberg How many hours per day fast?

[Amit Bhatia @ab_vb]

$TSLA buy or sell?Whats your targets for TSLA this year?

[Elon Musk @elonmusk]

For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right

[Michael A. Arouet @MichaelAArouet]

This chart is simply perfect. Why is it so difficult for the left to understand? They always follow the wrong path.

[Amit Bhatia @ab_vb]

@gupta_rekha dear CM
kindly bestow your divine grace upon poor Delhi and make it sparkling clean, namaste!There is garbage lying here and there outside garbage bins
The city needs a lot of attention and expect the govt will make delhi as clean as Indore
Expect a lot for mera delhi 🙏

[Amit Bhatia @ab_vb]

Fear, stupidity & greed cause many failures.

Happy New Year 2026!

#HappyNewYear2026 #stocks #BTC #crypto