K Hynix's forward price-to-earnings (P/E) multiple has dropped significantly (down to ~3.7x forward earnings), making it historically cheap compared to U.S. peers like Micron (~6.2x)
A 12x profit surge proves that high-margin HBM demand remains strong and profitable. AI accelerators (like NVIDIA's GPUs) still critically require massive HBM capacity.
Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments. Autonomous & FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight. Energy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.