Watch CNBC's full interview with Mizuho's Vijay Rakesh and Gerber Kawasaki's Ross Gerber

Vijay Rakesh, managing director and senior semiconductor analyst at Mizuho, and Ross Gerber, president and CEO of Gerber Kawasaki, join 'Squawk on the Street' to discuss Tesla's margin picture, Rakesh's take on the company's quarterly earnings results, and more.