$Tesla(TSLA.US) (-4.7% pre-mkt) posted 1Q deliveries of 358K, missing Wall Street’s expectations of 372K, as the EV maker struggled to turn around its core business and navigate a pivot to an increasingly competitive unsupervised autonomous environment. It’s the second consecutive quarter that Tesla has fallen far short of projections. While TSLA bulls will argue TSLA deliveries don’t matter any more, EVs still comprised 72% of TSLA gross profits in 2025 and TSLA’s autonomy and humanoid robot businesses remain largely undeveloped.