Expert Opinion - Sheepaz, thes-To The Moon - Tiger Brokers Online Investing Community

Expert Opinion - Sheepaz, these peps certainly know their stuff by the sounds of their authority in this space - bloody ell, Elon must've been a bit worried when he heard $150 a share from these experts - maybe he's moonshot to mars or something? Put Put Put goes the robo cab 🚕 😂😂😂

Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn

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Put Put Put goes the robo cab 🚕 😂😂😂</p></body></html>","htmlText":"<html><head></head><body><p>Expert Opinion - Sheepaz, these peps certainly know their stuff by the sounds of their authority in this space - bloody ell, Elon must've been a bit worried when he heard $150 a share from these experts - maybe he's moonshot to mars or something? Put Put Put goes the robo cab 🚕 😂😂😂</p></body></html>","text":"Expert Opinion - Sheepaz, these peps certainly know their stuff by the sounds of their authority in this space - bloody ell, Elon must've been a bit worried when he heard $150 a share from these experts - maybe he's moonshot to mars or something? Put Put Put goes the robo cab 🚕 😂😂😂","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/359971177967816","repostId":2475511828,"repostType":2,"repost":{"id":"2475511828","pubTimestamp":1728888609,"share":"https://www.laohu8.com/m/news/2475511828?lang=&edition=full","pubTime":"2024-10-14 14:50","market":"us","language":"en","title":"Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn","url":"https://stock-news.laohu8.com/highlight/detail?id=2475511828","media":"Yahoo Finance","summary":"Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack","content":"<html><head></head><body><p style=\"text-align: start;\">Fundamentals over hype.</p><p style=\"text-align: start;\">Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.</p><p style=\"text-align: start;\">A lack of details surrounding the rollout plan and regulatory approval, plus no mention of a more affordable regular EV left Wall Street wanting more.</p><p>CFRA analyst Garrett Nelson likened the event to “watching a movie with a lot of plot twists and special effects, and at the end, you&#39;re walking out scratching your head.”</p><p>Safe to say analysts “scratching their heads” was probably not the reaction Musk was hoping for when showing off the Cybercab and Robovan concepts. Now, the big issue for investors is reevaluating Tesla’s stock price.</p><p style=\"text-align: start;\">On Friday, more than $60 billion was wiped off of Tesla’s valuation in a selloff, a sharp reversal from the stock’s recent momentum. Shares had soared over 70% since Musk started touting AI in April. The rally brought Tesla’s market value to over $760 billion ahead of the robotaxi announcement— more than 14 times GM’s market cap and nearly 18 times Ford’s.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1af5f270f4c577bbb14a912e522d4643\" tg-width=\"769\" tg-height=\"978\"/></p><p>Nelson, who had been a longtime bull on Tesla, warned Friday’s drop “could be” just the beginning as Wall Street reassesses.</p><p style=\"text-align: start;\">“There is an increasing disconnect between the stock’s lofty valuation and the reality that Tesla’s earnings growth has hit a wall,” he tells me, noting that intermediate-term growth drivers are “unclear.”</p><p style=\"text-align: start;\">In a note to clients, Bernstein’s Toni Sacconaghi reiterated his belief that Tesla’s valuation is disconnected from fundamentals, writing the robotaxi event was “short on immediate deliverables or incremental revenue drivers.”</p><p>Sacconaghi estimated that Tesla’s automotive business is worth around $200 billion, suggesting that nearly $600 billion of its valuation hinges on its less proven ventures, including Full Self Driving (FSD), robotaxis, and humanoid robots.</p><p style=\"text-align: start;\">As my colleague Akiko Fujita wrote, robotaxis are a costly venture, and may be years away from becoming profitable.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/08cc17a81576fb43199f7f55f07dca85\" tg-width=\"774\" tg-height=\"741\"/></p><p>The absence of near-term catalysts comes at an already challenging time for Tesla. Lackluster demand and increased EV competition from the likes of GM have pressured sales and margins in recent quarters, and it’s a trend that pros warn is unlikely to change anytime soon.</p><p style=\"text-align: start;\">In Q2, the company reported operating margins of 6.3%, compared to 14.6% just two years earlier.</p><p style=\"text-align: start;\">Guggenheim’s Ron Jewsikow, who sees fair value around $153 per share, told me that post-robotaxi event, investors will “return to focusing on the fundamentals of the business,” which he characterized as “quite poor.”</p><p>“A business trading at 100 times next year&#39;s earnings, with little to no free cash flow, is really difficult to underwrite,” he added.</p><p>With its shares falling 9% on Friday and down over 17% in the past year, it’s safe to say Tesla has a lot to prove when it comes to the fundamentals. Its next big test will be its third-quarter earnings, scheduled for after the bell on October 23.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Selloff After Robotaxi Event Could Be Just the Beginning, Pros Warn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4561":"索罗斯持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4516":"特朗普概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4592":"伊斯兰概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4555":"新能源车","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4566":"资本集团","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4559":"巴菲特持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://finance.yahoo.com/news/tesla-stock-selloff-after-robotaxi-event-could-be-just-the-beginning-pros-warn-155630131.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475511828","content_text":"Fundamentals over hype.Indeed that’s the lesson for Tesla (TSLA) investors after the EV maker’s disappointing robotaxi event exposed a disconnect between the stock’s lofty valuation and reality.A lack of details surrounding the rollout plan and regulatory approval, plus no mention of a more affordable regular EV left Wall Street wanting more.CFRA analyst Garrett Nelson likened the event to “watching a movie with a lot of plot twists and special effects, and at the end, you're walking out scratching your head.”Safe to say analysts “scratching their heads” was probably not the reaction Musk was hoping for when showing off the Cybercab and Robovan concepts. Now, the big issue for investors is reevaluating Tesla’s stock price.On Friday, more than $60 billion was wiped off of Tesla’s valuation in a selloff, a sharp reversal from the stock’s recent momentum. Shares had soared over 70% since Musk started touting AI in April. The rally brought Tesla’s market value to over $760 billion ahead of the robotaxi announcement— more than 14 times GM’s market cap and nearly 18 times Ford’s.Nelson, who had been a longtime bull on Tesla, warned Friday’s drop “could be” just the beginning as Wall Street reassesses.“There is an increasing disconnect between the stock’s lofty valuation and the reality that Tesla’s earnings growth has hit a wall,” he tells me, noting that intermediate-term growth drivers are “unclear.”In a note to clients, Bernstein’s Toni Sacconaghi reiterated his belief that Tesla’s valuation is disconnected from fundamentals, writing the robotaxi event was “short on immediate deliverables or incremental revenue drivers.”Sacconaghi estimated that Tesla’s automotive business is worth around $200 billion, suggesting that nearly $600 billion of its valuation hinges on its less proven ventures, including Full Self Driving (FSD), robotaxis, and humanoid robots.As my colleague Akiko Fujita wrote, robotaxis are a costly venture, and may be years away from becoming profitable.The absence of near-term catalysts comes at an already challenging time for Tesla. Lackluster demand and increased EV competition from the likes of GM have pressured sales and margins in recent quarters, and it’s a trend that pros warn is unlikely to change anytime soon.In Q2, the company reported operating margins of 6.3%, compared to 14.6% just two years earlier.Guggenheim’s Ron Jewsikow, who sees fair value around $153 per share, told me that post-robotaxi event, investors will “return to focusing on the fundamentals of the business,” which he characterized as “quite poor.”“A business trading at 100 times next year's earnings, with little to no free cash flow, is really difficult to underwrite,” he added.With its shares falling 9% on Friday and down over 17% in the past year, it’s safe to say Tesla has a lot to prove when it comes to the fundamentals. Its next big test will be its third-quarter earnings, scheduled for after the bell on October 23.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":233,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/359971177967816"}