Numbers: - Q4 Gross Margins 17.6%, EST. 18.1%, down 6.12% YoY - Q4 automotive margins 17.2% ahead of 16.3% Q3, bullish - Q4 Adjusted EPS $0.71, EST. $0.73c,

Numbers: - Q4 Gross Margins 17.6%, EST. 18.1%, down 6.12% YoY - Q4 automotive margins 17.2% ahead of 16.3% Q3, bullish - Q4 Adjusted EPS $0.71, EST. $0.73c, down 40% YoY - Q4 FCF $2.06B, EST. $1.45B, up 45% YoY - Q4 Rev. $25.2B, EST. $25.9B, up 3% YoY - Solar deployed 41 Megawatts, not very exciting, really lagging competitors here. - revenue from credits sold to other companies was $433M down from $550 Q3 - this should eventually go to zero over the next 10 years - 1.2M Model Y's sold, Notes: - EV sales in general rose by about 50% last year in the US - TSLA now under 50% of EV market in the US, still absurdly good, but falling - TSLA note growth in 2024 "may be notably lower" than 2023, but refused to offer guidance - energy storage doubled 2022, that's pretty awesome - when will they stop manufacturing the S and X, they are pretty minimal compared to the Y & 3 now Look for: - next gen(cheap cross over) "leaked" this morning, is that due to bad numbers? - expected to deliver 100,000/week of these after ramp up - will this be built outside of hte US to save money? - dojo computer talk ($1B is alot to put into this space) - will they break out cyber truck, or hide those numbers, note, they dodged it and said it would take a long time to ramp up - V12 FSD notes. What data will they release and will the shift to NN to manage handling instead of hard coded rules work out? - what are they making from super charging? Thoughts: - broke down below $200, options call writers win, - Solar disappointing again, when will they spin that out and focus?