Let’s review Tesla’s earnings report with a top US fund manager.
George Noble Post on X
Bio: Fidelity Overseas Fund, Was #1 mutual fund USA. Former Peter Lynch assistant. Virtual Stock Ideas Summit March 11, 2026.
Play the video. It provides more details than his full post below.
Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that ear...
The strongest version of this narrative highlights Tesla's systemic overpromising and underdelivering, particularly in autonomous driving technology, where years of assurances about HW3's capabilities have been officially retracted. The financial analysis reveals a company propped up by one-time accounting benefits and speculative bets rather than sustainable profitability. The pattern of delayed timelines, declining core auto sales, and rising competition from Chinese EV manufacturers and Waymo...