🐋 WHALE WATCH : TSLA Q2 EARNINGS BREAKDOWN => Revenue: $28.2B (Beat consensus) => Vehicle Deliveries: 480126 (New record) => Free Cash Flow: -$1.1B First cash burn in 2+ years The Real Take: Wall Street is hyper focused on the earnings miss but misses the forest for the trees. Tesla isnt just an EV company anymore its aggressively funding its transition into an AI & robotics power. Heavy CapEx into compute Optimus and manufacturing is hitting near term margins but this is short term pain for long term moat building. Are you buying the AI pivot or worried about the cash burn ?(Whale Factor)