Tesla References

Based only on Wisburg research notes, company research and earnings-call summaries published Oct 15-22, reviewed through Oct 22 at 1:09 a.m. China time. These are mediated summaries, not independently verified original disclosures. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results.

1. [1]

   Tesla Q3 preview: becoming more constructive as robotaxi gains traction

   Morgan Stanley via Wisburg · Note published Oct 16, 2026 · Underlying report Oct 16, 2026

   Wisburg company-reports #110233. English title adapted from the note; subscription source.

2. [2]

   Tesla Q3 preview: can AI progress overcome negative free cash flow?

   Barclays via Wisburg · Note published Oct 15, 2026

   Wisburg company-reports #110065. English title adapted from the note; subscription source.

3. [3]

   Tesla special committees and a potential SpaceX combination

   JPMorgan via Wisburg · Note published Oct 21, 2026 · Underlying report Oct 20, 2026

   Wisburg company-reports #110973. English title adapted from the note; subscription source.