The Tesla Bull Case: Trough Margins

Over the past year it's declined from 25% down to 18%. So margins are declining as they have to lower prices. To the Tesla bull this is simply margin stabilizing. The Ford outlook looks really good. And this is also the trough margins. Margins from here are going to continue going up in the back half of the year. Bear with me expecting to be the auto gross margins. You look at units right now on the trajectory of $2 million. And then this is the drum roll, the Super Bowl. I think last night the biggest thing from the conference call FSD talking to another OEM is ultimately how I see Tesla again to a trillion and a half two trillion dollar