Base4Base 4GAAP revenue YoY -3.14% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean; the 3.14% decline reflects real delivery softness post Q3 US demand pull-forward ahead of the IRA EV credit expiry, partially offset by regional mix (APAC/EMEA) and record energy storage revenue. No Tier 1 adjustment.+EPS-1EPS -1GAAP EPS YoY -63.53% vs rev YoY -3.14%, spread -60.39pp — well outside ±5pp. OI YoY -10.99% (OI spread -7.86pp) is far less severe than the GAAP EPS spread, indicating a material non-operating component in the EPS print: Bitcoin MTM loss as BTC depreciated 23% QoQ and unfavorable FX from large intercompany borrowings. Override applied — adjusted (ex-Bitcoin/FX) spread approximated by the OI spread of -7.86pp, still outside ±5pp in the negative direction, so the adjustment remains -1.+Guidance0Guidance 0The only new forward-year guide is 2026 CapEx 'in excess of $20 billion' (more than 2× the 2025 $9B figure). No forward revenue, EPS, operating income, margin, or free cash flow guide was introduced. Under the guidance metric type gate, +1 for 'new forward-year guidance introduced for the first time' only fires for growth commitments — guidance on revenue, EPS, OI, FCF, or margins. Spend commitments (CapEx, R&D, headcount) do NOT count unless management explicitly links the spend to a growth metric, which Tesla did not here. Large new CapEx guidance with no growth-metric linkage → 0, not +1.=Final3