Karl Brauer calls Tesla's (TSLA) earnings beat a nice surprise but questions the Mag 7 company's tech-centric outlook. He sees the company's autonomous driving as promising — if it can offer a clear roadmap to profitability. OIivier Blanchard adds that there's too many "ifs" surrounding Tesla's AI and robotaxi prospects. He sees the company waving an "orange flag" that could turn red should guidance uncertainty become long-lasting.