@Joe__Bassey if you read the original Tarzan, published 1912, Tarzanโs parents where marooned in the year 1888 on their way to investigate atrocities in the Congo.
This thead (Part 1 - Tesla Deep Dive) is an updated Tesla 2Q earnings deep dive and covers the most important financial performance trends.
Compared to my last deep dive on Tesla, this thread includes:
1) Tesla's estimated one-time 2Q restructuring charges (the main reason for the republication)
2) Various additional analyses: eg FSD, AI infrastructure, geographic trends, payment days, etc.
3) Executive summary
(number of slides 55. This exceeds the maximum and hence I have to publish >1 thread)
Bottom line: 2Q will be a significant improvement over 1Q but earnings metrics will be distorted by significant one-time charges.
Despite some claims by Accounts that Hamas Paragliders had landed near Shimon Peres Negev Nuclear Research Center, which is over 50 Miles from Gaza by the way, and that a Firefight had erupted with Israeli Defense Forces there is absolutely nothing to suggest that this has occurred and these claims are Totally False.