In this discussion i mainly spoke about Tesla fundamentals. Check it out!
$TSLAB reported flat Q3 revenue of $28.05 billion with a deliveries beat, margin recovery, and a surprise positive free cash flow of $1.53 billion, while cutting full-year CapEx guidance as it continues investing in AI, Robotaxi, and Optimus.
Meanwhile, $METAB a delivered 26% revenue growth to $64.6B driven by advertising, with adjusted earnings beating expectations.
Both are investing heavily in AI, but Tesla cut its full-year CapEx guidance while Meta remains on a high absolute spend path.
$TSLAB reported flat Q3 revenue of $28.05 billion with a deliveries beat, margin recovery, and a surprise positive free cash flow of $1.53 billion, while cutting full-year CapEx guidance as it continues investing in AI, Robotaxi, and Optimus.
Meanwhile, $METAB a delivered 26% revenue growth to $64.6B driven by advertising, with adjusted earnings beating expectations.
Both are investing heavily in AI, but Tesla cut its full-year CapEx guidance while Meta remains on a high absolute spend path.