Pressure Points: Tesla 1Q'26 Earnings

About this episode

The episode discusses Tesla's 1Q'26 earnings and the market reaction to increased capital expenditure comments.

Shares of TSLA sold off on the increased capex comments. It should have traded up because it supports the company’s long-term vision. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Topics covered

• earnings report
• Tesla
• capex
• long-term vision
• stock market

Keywords

• Tesla
• earnings
• capex
• TSLA
• stock market

Mentioned in this episode

Organizations: Tesla

Products: TSLA

Places: 1Q'26

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• Pressure Points: Hyperscalers Double Down on AI Capex · April 30, 2026 · 6 min
• Pressure Points: Meta 1Q'26 Earnings · April 30, 2026 · 4 min
• Pressure Points: Google 1Q'26 Earnings · April 30, 2026 · 5 min