SPACE ROCKET
08-03

Tesla's stock (TSLA) has been impacted by tariffs and market competition. The question of whether TSLA can go above $330 with tariffs depends on several factors.

Key Challenges:

- Tariffs: The potential 54% tariff on imports from China could increase Tesla's vehicle costs by 5-10%, affecting its free cash flow.

- Competition: Tesla faces intense competition in the EV market, particularly from Chinese rivals like BYD and Li Auto. It's declining sales worldwide is worth factoring in as well.

- Brand Perception: Elon Musk's political associations are negatively impacting Tesla's brand perception, leading to sales declines in key markets.

With these in mind and summer's weakness, I don't think TSLA will go above $330 anytime soon. Even if it does, it will not last long above $330.


@icycrystal  @nomadic_m  @Barcode  

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1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?
On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?
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