$Tesla(TSLA.US) Noise vs. effective information in investment
Noise (short-term fluctuations, does not affect long-term value)
• Delivery volume declined in February
• Tariff increases, tensions between the two countries
• Elon Musk might be assassinated
• FSD ran a red light and got demerit points
Effective information (affects long-term competitiveness)
• The new Model Y delivered in March received excellent word-of-mouth and positive market feedback
• The role of Minister Ma has helped, making FSD progress smoother in multiple regions
• FSD landed in China for the first time, with driving performance surpassing humans and no major accidents occurred
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