Tesla Earnings Are the Setup. Robotaxis Are the Payoff.

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Tesla’s Q4 earnings are coming up — and the quarter itself probably won’t surprise anyone.

In this video, Matt walks through his Q4 EPS mode for Tesla, then zooms out to what actually matters: Robotaxi and Optimus.

You’ll see why near-term earnings look flat, why FSD revenue shifts matter, and how Tesla’s long-term earnings power could change dramatically if autonomy and robotics scale.

The assumptions will be wrong.
The timing will be messy.

But the direction of travel is the real story.

This isn’t investment advice — it’s a framework for thinking about Tesla beyond the next quarter.

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