Market Moving Insight and Analysis. Join Jim Kramer, David Faber and me, Carl Cantonia, on the opening bell hour of CNBC Squawk on the Street. Hi, and good Thursday morning. Welcome to Squawk on the Street. I'm Scott Wobner with Jim Kramer at Post 9, New York Stock Exchange. David is on assignment. Carl has the morning off. Our roadmap this morning begins with Tesla. Shares under pressure in the pre-market

profit plunging despite a record quarter of EV sales. Plus, we have some big interviews coming up

this hour. Southwest Airlines CEO joins us exclusively on the back of its earnings beat. Plus

CrowdStrike CEO, George Kurtz coming up and T-Mobile's incoming CEO,

the telecom giant topping estimates raising its guidance as well.

We do, though, begin with Tesla following its earnings miss and the revenue beat.

Take a listen here to Elon Musk outlining his production strategy during last night's earnings call.

I feel confident in expanding Tesla's production.

So that is our intent to expand as quickly as we can our future production.

So I was resistant to do that until we had clarity on achieving unsupervised full self-driving.

But at this point, I feel like we've got clarity and it makes sense to expand production as fast as we reasonably can.

All right, so that's Musk on the call, which I'm sure you listened to

and have gone through extensively. What are your thoughts? I actually love the call, and I think people

are missing the point. Yes, okay, so there were a lot of noise about cars, including, by the way,

the end of the benefit. This was a stake in the ground about autonomous, about optimist.

Robots.

And I felt the beginning of what you could say is what we're going to see in the world.

The idea of the surgeon going into a poorer area, the surgeon being a robot. The reason

I mention this is because the decline

that we've had in this stock was not about audits. It was about optimists. It was about battery.

Look, what is the biggest issue we have in the data center? We have all this power that comes out at

night, but we don't use it. So he's talking about capturing it.

...