The challenge of EVs may be behind, but the challenge of Tesla earnings living up to Tesla's valuation is very much in front of us. Mind you, Musk already sold

The challenge of EVs may be behind, but the challenge of Tesla earnings living up to Tesla's valuation is very much in front of us. Mind you, Musk already sold and cashed out of Tesla more than the cumulative profits of the company since inception. Tesla started burning cash again last quarter (and rather quickly !) and all signs point to a much more severe cash burn for the next quarters. So if by challenge, we say - hyping robotoaxis, Optimus, EVs dominance (anybody remember how Tesla was projecting last year, a 50% growth up to 2030 ??), then yeah, it's job done. But now is the hard part - delivering on those promises.