$Tesla(TSLA.US) is likely going to be up tomorrow in part because FSD appears ready to breakout.
My testing shows it's made measurable progress over the past three months. As evidence in the company's confidence in FSD, they gave out the growth in FSD subs (excluding free) for the first time. Subs up 38% year over year. Thats faster than cumulative deliveries up 22% year over year in 2025 over 2024.Source: Gene Munster
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