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
More episodes of Pressure Points
- Pressure Points: WWDC Keynote 2026
- Pressure Points: NVIDIA 1Q'27 Earnings
- Pressure Points: Hyperscalers Double Down on AI Capex
- Pressure Points: Meta 1Q'26 Earnings
- Pressure Points: Google 1Q'26 Earnings
- Pressure Points: Microsoft 3Q'26 Earnings
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