badumdum
2022-01-27

$Tesla Motors(TSLA)$looking at the supply chain woes, the next quarter reporting will look nasty. You can have all the factories but if you're not producing your mainstay products, you're a sitting duck for earnings plunge. The shareholders should exit at this juncture and wait for reentry about two quarters from now actually. And because the level of growth is already baked in, any shortage that is so depending on chips and the supply chain is completely dampened. The next two quarters will be a bloodbath because the fact remains - it cannot be sustained in reality as you don't have the parts to go. Some are calling for $500. I'm not sure where they are plucking that figure. But if I see a production line with no chips and no products to go out, that seems conservative to me 

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Comments

  • telurbenedic
    2022-01-27
    telurbenedic
    haha. good luck to exit now. in 2021 tesla managed to grow significantly despite supy chain challenge. why do you think they cant maintain the growth?
    • badumdumReplytelurbenedic: 
      that was the start of the supply chain issue and chips were already starting to dwindle. now the problem is exacerbated. some manufacturers have only 5 days supply of chips, article in Washington Post
    • telurbenedicReplybadumdum: 
      did they mention they couldnt get any parts? it is super immature for you to encourage others to exit
    • telurbenedicReplybadumdum: 
      he said this statement last year and still grow 90%
    • badumdumReplytelurbenedic: 
      from earnings call, Elon - "We will not be introducing new vehicle models this year. We will still be parts constrained."
      He said on earnings call he expects TSLA to remain "chip-limited" in 2022
    • badumdum: 
      it's not them. we need to look at the supply chain. you can set up factories, but if you don't have sufficient parts, what are you selling?
  • CYLiew
    2022-01-27
    CYLiew
    sideway is coming.
    • badumdum: 
      I don't think that is a right way to view it. with such a valuation, it either shoots to the upside or the downside. I'm going with earnings and anticipating supply chain woes. higher chance down
  • Frosty4ever
    2022-01-27
    Frosty4ever
    Elon Musk said Tesla $TSLA expects its growth to be "Comfortably" over 50% in 2022. 
  • CKHon
    2022-01-27
    CKHon
    Just short it. let us know how much u can earn from shorting lol
  • JTC
    2022-01-28
    JTC
    OK I still can take it.
  • Jabby
    2022-01-27
    Jabby
    Good luck! Please like!
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