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Tesla bids farewell to the "past." And it bets with all its weight on "robots"

In an extraordinary night for investors, Tesla once again proved that it is not just an auto company.
Rather, it is an "artificial intelligence lab" that moves on wheels.

Despite the challenges it faced in the electric vehicle market during 2025,
But the latest figures have restored confidence, not just in sales, but in "visibility."
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Numbers: Breaking through the Expectations Barrier
Tesla beat analysts' estimates in the last quarter, which gave the stock a boost in subsequent trading:

Revenue:
The company generated $24.9 billion, beating expectations of $24.78 billion.

Earnings per share (EPS):
It was $0.50 vs. a forecast of $0.45.

Gross Margin:
The company recorded 20.1%, its highest level in two years, reflecting high efficiency in cost management despite price pressures.

Power:
The energy sector continued to grow strongly, generating annual revenues of close to $12.8 billion.
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The shock of the "honorable departure". Goodbye Model S and X
The news that shook the circles was not only digital, but also strategic.
Elon Musk has officially announced the end of production of the Model S and Model X as an "honorable exit" (Honorable Discharge).

This step is not just stopping old cars,
It is a "spatial evacuation" to build the future, as the production lines at the Fremont plant will be completely converted to manufacture Optimus robots.

With the aim of reaching the production of one million units annually.
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Why did the stock react positively?
Although Tesla posted its first annual revenue decline of 3% for the full year of 2025, the stock rose 2.2% in after-close trading.

The reason is "outright transformation":

Artificial Intelligence First:
Musk's $2 billion investment in xAI proves that Tesla is turning into a "physical AI" company.

Huge spending:
The company plans to spend (CapEx) capital of more than $20 billion in 2026 to build computing and robotics infrastructure.

Independence:
Announcement of "Tesla TerraFab" to produce chips locally to reduce geopolitical risks.
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The bottom line:
Musk today sends a clear message to investors:
"Anyone who wants to invest in a car company, let them look for someone else. We are building a future that is driven by robotics and artificial intelligence."

Ending the production of luxury models is the great sacrifice for Musk's "incredible abundance."

In the investment world, do you think sacrificing "successful models" for "bots that haven't been sold yet" is the pinnacle of investment courage or an uncalculated risk?

Share your vision for Tesla's "robotic" future

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