EV market, a market full of competition and challenges now. More competition and flagging demand in the Chinese market hit leading battery and plug-in hybrid vehicle makers. BYD reported a 42 per cent fall in its electric vehicle deliveries in the first three months of the year compared to the final quarter of 2023, allowing Tesla to reclaim the crown as the world's largest seller of battery electric vehicles. However, Tesla is also coming under increased pressure due to increased competition and an ageing line-up, something that may see BYD overtake it in EV sales again in the coming months. Let's look into a few EV related counters. We will begin with Tesla. Tesla has suffered a slowdown in China, the world's largest EV market, where it faces rising competition from local rivals, ma

$Tesla Motors(TSLA)$ Robotaxi Impact? 🚕🚖? What will the impact be of Tesla’s Robotaxi? Tesla will unveil its Robotaxi product on Aug. 8, CEO Elon Musk said in a social media post on X.At Tesla, “unveil” dates do not predict a near-future date for a commercial release of a new product. For example, Tesla unveiled its fully electric heavy-duty truck, the Semi, in 2017 and did not begin deliveries until December 2022. It still produces and sells very few Semis to this day. Will the Robotaxi be a repeat of this? The public reception of Tesla's Robotaxi service is challenging, as it depends on various factors, including the service's reliability, safety, regulatory approvals, and consumer trust in autonomous technology. Here are some considerations:

$Tesla Motors(TSLA)$ 's sales collapsed in the first quarter, delivering only 386,800 vehicles, an 8.5% year-on-year decline, and significantly lower than analysts' expectations of 449,000.Tesla blamed it on three reasons:The Model 3's upgradeThe shipping delays due to the Red Sea conflictThe shutdown at German factory caused by arson attackBut those are just smokescreens.In my opinion, the real reasons for Tesla's sales slump are weak demand, revenue slide, and intensified competition.1. Weak DemandEuropean countries started cancelling or reducing electric car subsidies last year.For instance,Germany scrapped its subsidy policy on December 17th, where consumers could get 4,000 to 6,000 euros for buying new EVs, accounting for about 10% of the veh

Price Increase for EV! Finally Tesla decide to make the first step to raise its EV selling price after some periods of price war among EV manufacturers. Tesla stock is well off its 52-weeks high of $299.29, set last summer. Shares are up this week after the electric-vehicle maker announced a coming price increase on its Model Y, while offering some deals on the same vehicles. Both things have the effect of shifting sales volume into the first quarter. The move came after it was reported that the cost of Model Y vehicles made in China would rise by 5,000 yuan, from the beginning of April. Tesla has made similar announcements about Y pricing in the U.S. and Europe recently. Those price increases also are set to take effect in the coming days. The earlier price announcement moved Te

Big-Tech’s PerformanceThe curtain falls on Q1 2024, with strong tech stocks leading the S&P 500 and Nasdaq 100 to new highs. Two concepts are leading the way: AI and digital currency, both with certain performance supports and benefiting from a decline in risk premiums.Big tech companies are also showing a bifurcation, with NVDA performing the strongest in Q1, surging 82.6%, and TSLA being the worst performer, pulling back 29.3%.As of the close on March 28th, over the past week, the best performers among big tech companies were $Alphabet(GOOGL)$ $Alphabet(GOOG)$ +2.26%, $Amazon.com(AMZN)$ +1.25%, $Tesla Motors(TSLA)$

$Tesla Motors(TSLA)$   Canaccord Genuity analyst @gianarikas in new Tesla note: Tesla is increasingly a bet on autonomy. "As a father of a soon-to-be driving teenager, I wish we could fast-forward to a time when NO person drove, and the roads were governed by robots. People are not good drivers. Sorry humanity, I love you, but you need to let go of the wheel. ~44k people died in the US in 2023 in car accidents. 44k too many. And it’s getting worse. People are running more red lights than ever. Road rage is on the rise. What will it take for many of us to stop resisting AVs and to cheer them? We, for our part - are autonomy uber-bulls. Unabashed and unrelenting. We believe AVs are set to increase resource utiliz

Tesla- The broad picture Tesla, Inc. (TSLA) has been a focal point for investors and analysts alike, due to its disruptive impact on the automotive and energy sectors, its innovative approach to electric vehicles (EVs), and its charismatic CEO, Elon Musk. From an investment perspective, Tesla represents both a high-risk and high-reward proposition, underscored by its volatile stock price and ambitious growth targets. This article will delve into Tesla's investment profile, incorporating a technical analysis to discern potential entry points for investors. Company Overview Tesla, Inc. operates primarily in the electric vehicle and clean energy sector, producing electric cars, battery energy storage from home to grid-scale, solar panels, and solar roof tiles. It has successfully disrupted th

$Tesla Motors(TSLA)$   While Tesla faces numerous obstacles and risks, several factors suggest the company may avoid failure as a leading EV maker, regardless of the volatility in its stock price: 1. Pioneer Status: Tesla pioneered making EVs desirable for the masses. This first-mover position allowed building a devoted customer base, expansive charging network, and branding EVs as synonymous with Tesla. 2. Tech Leadership: At the vanguard of EV tech like battery design, energy efficiency, over-the-air updates, and self-driving, Tesla's technological edge could preserve its advantage over competitors. 3. Vertical Integration: Controlling the full value chain from design through manufacturing and sales enables Tesla to optimize processes

**Tactical Tesla Trading: Navigating Market Swings 🚗💸** In the dynamic world of stock trading, strategic decision-making is crucial, especially when dealing with high-volatility stocks like Tesla. A recent sale of Tesla shares at $175 provided an opportunity to reassess market conditions and identify potential entry or exit points$Tesla Motors(TSLA)$   **Support and Resistance: Key Levels to Watch 🎯📉** Currently, Tesla's support levels are hovering around $160 to $163, indicating a baseline for potential price rebounds. However, it's essential to remain vigilant of resistance levels, which could hinder upward momentum. **Market Dynamics: Analyzing Recent Trends 📈🔍** Yesterday's trading session saw Tesla reachi

$Tesla Motors(TSLA)$   Tsla's moat in self driving The self-driving space has been a battleground of ideas: LiDAR vs. cameras, rule-based to end-to-end. A lot of dead bodies with new entrants keep coming. As FSD pivots to end-to-end, there are a lot of discussions around its moat - why can’t other OEMs get there? what about $NVDA or $MBLY? Data stands at the heart of this discussion. While the importance of data volume and quality is widely recognized, nuances such as the type of data and its accessibility are often overlooked or undervalued. The right type of data is crucial. $Tsla has 9 (high resolution) cameras per car, while most existing fleets on the road have 1-2 of different quality. Although $Nvda sell

$Tesla Motors(TSLA)$   Tesla is in the spotlight ahead of highly-anticipated Q1 deliveries report Tesla (TSLA) will report Q1 deliveries sometime during the first few days of April in what could be a key turning point in the bull vs. bear debate. The shutdown of the electric vehicle maker's Model Y factory near Berlin over the last few weeks due to an arson attack, and soft demand in China during the Chinese New Year holiday are likely to have held back the overall deliveries tally. Sell-side sentiment has been bearish as of late, and the consensus deliveries expectation for the quarter has dropped all the way down to 425K from 494K just a few months ago. By comparison, Tesla delivered 484,507 vehicles in Q4 and delivered 422,875 a year

$Tesla Motors(TSLA)$  Tesla delivered dismal Q1 delivery data 😢 Out of a production of 430,000 units, only 380,000 units were delivered, which means there is an inventory accumulation of 50,000 units. The company actually has a lot of inventory to sell, so I have reservations about the reasons given by the management. But it also confirms the previous view that Tesla's pricing strategy has changed. Instead of lowering the price to sell, it is now slowly raising the price to force people who want to buy to get the car quickly. If we look at the overall EV market in Q1, the performance of the two major EV companies: - BYD QoQ -43% - TSLA QoQ -21% In fact, the entire EV market is facing headwinds, but the overall auto market sales in t

$Tesla Motors(TSLA)$ delivered about 387k vehicles and produced about 433k vehicles in 1Q24. This deliveries were well below analysts' reduced estimate. It is hard to believe FY2024 deliveries are still at the consensus of 1.98 mn (+9.5% yoy).I have noticed that Tesla's inventory has reached a record high. Tesla added a whopping 46.6K units to inventory in Q1, despite it having been reduced production in March.According to some famous bloggers in X, Tesla had more than 150K units on hand. I believe it's probably between 140K and 150K.Assuming 75 selling days in 1Q, then the inventory turnover days are probably near 30 days, vs. 15-16 days one year ago. This would affect the company's operating cash flow in Q1.Comparing the inventory data and its s

$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$  Tesla (TSLA) delivery estimates are all over the shop and too much uncertainty remains. I would take the profit if it hit $180. Bearish sentiment from myself on the Q1 delivery. Tesla’s first quarter of 2024 has been a puzzling one for Wall Street. Analysts are grappling with varying delivery estimates, and the situation is far from clear-cut. Let’s delve into the details: 1. Previous Performance: * In the last quarter, Tesla achieved record deliveries of 484,507 vehicles, representing a 20% year-over-year growth rate1. * For Q1 2023, Tesla delivered 422,875 vehicles. 2. Current Estimates: * Analysts have been reducing their delivery estimates for Q1 2024

$Tesla Motors(TSLA)$  Buying Tesla shares at $150 could potentially be a compelling opportunity for several reasons: 1. Long-Term Growth Potential: Tesla is a leader in the electric vehicle (EV) industry, which is expected to experience significant growth in the coming years as the world transitions towards sustainable transportation. Tesla's innovative technology, brand recognition, and aggressive expansion plans position it well to capitalize on this trend. 2  Diversification: Adding Tesla shares to your investment portfolio can provide diversification, especially if you don't already have exposure to the automotive or technology sectors. Tesla operates in multiple industries, including automotive, energy sto