Exactly right! One of the most important fundamental metrics that we have all been having a meaning about just got a serious real-world confirmation! Yes I know this is the short term price thread, and it kind of surprises me that it didn't move the stock today. Two ways to read that I guess: 1) everyone is on the fence before next week or 2) it was already priced in.
I don't think it was fully priced in, perhaps partially. Market sentiment was negative for high PE growth stories. So the FB results today could swing the sentiment around for high PE stocks tomorrow. Medium term with continuing improving fundamentals from Elon's hard work and considering Tesla is sitting in a $1.5 Trillion market space, TSLA will likely take the crown of being the higher PE growth story. The parallel to AAPL during its growth days is narrowing closer.