Part 6/8:
Despite Tesla's solid performance in the energy sector, Wall Street's reaction to the latest delivery numbers was unfavorable, resulting in a drop in the stock price. Analysts seem fixated on short-term metrics like vehicle deliveries while overlooking the growth potential of Tesla’s energy business. In 2024, Tesla's energy deployment doubled to 31.4 gigawatt-hours, contributing significantly to its operating margins. This divergence between the performance metrics emphasizes a disconnect between real business growth and market perception.