大蟒 personal page - To The Moon

大蟒

No personal profile

28Follow

2Followers

2Topic

0Badge

08-01

Yeh!

04-30

$SUPER MICRO COMPUTER INC(SMCI)$ Sell in May ??

04-21

Are you joking?

Tesla's Stock Price Just Plunged. Is Now the Time to Invest?

04-16

Love is over

Sorry, the original content has been removed

04-04

The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.

Tesla: Why I Am Buying The Drop Aggressively (Rating Upgrade)

2023-06-13

Why create hurdles for the giant to protect the country?

Sorry, the original content has been removed

2023-06-13

Stupid.. Ftc

Sorry, the original content has been removed

2022-07-02

Great article! I would like to share it.

@TigerEvents:[Events] Share Your 2022 Mid-Year Recap & Win Tiger Coins

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3555664469386585","uuid":"3555664469386585","gmtCreate":1592572332053,"gmtModify":1704447507061,"name":"大蟒","pinyin":"dmdamang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":28,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":333603213140240,"gmtCreate":1722491168262,"gmtModify":1722491172807,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Yeh!","listText":"Yeh!","text":"Yeh!","images":[{"img":"https://community-static.tradeup.com/news/b314390e09837d48d371971d9853f59b","width":"1080","height":"1478"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333603213140240","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300832333299848,"gmtCreate":1714464816453,"gmtModify":1714464819836,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp; Sell in May ??","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp; Sell in May ??","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Sell in May ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300832333299848","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297640868200536,"gmtCreate":1713694913443,"gmtModify":1713694918334,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Are you joking?","listText":"Are you joking?","text":"Are you joking?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297640868200536","repostId":"2428622714","repostType":2,"repost":{"id":"2428622714","pubTimestamp":1713661200,"share":"https://ttm.financial/m/news/2428622714?lang=&edition=fundamental","pubTime":"2024-04-21 09:00","market":"us","language":"en","title":"Tesla's Stock Price Just Plunged. Is Now the Time to Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=2428622714","media":"Motley Fool","summary":"Tesla's having a rough year. Is it a buying opportunity or a warning sign?","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla is facing a number of challenges, including falling deliveries and profits.</p></li><li><p>The company just said it was laying off more than 10% of its workforce.</p></li><li><p>CEO Elon Musk said the company would unveil the robotaxi on Aug. 8.</p></li></ul><p>After soaring through 2023, <strong>Tesla</strong>&#39;s fortunes have suddenly changed in 2024.</p><p>The EV stock was the worst-performing stock on the <strong>S&amp;P 500 </strong>in the first quarter, plagued by a disappointing earnings report, price cuts in the EV industry, and broader concerns about high interest rates weighing on demand.</p><p>The stock continued to slide in April as Tesla reported weak first-quarter deliveries, which were down 9% from the previous year, and it made the surprising move of laying off 10% of its workforce later in the month. The stock is down 11% in the past week, hovering near a 52-week low at a time when the S&amp;P 500 is near an all-time high.</p><p>So is it a good idea to buy Tesla on the dip? Let&#39;s take a look at where the company is today before we answer that question.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e1f183d2da6094a52c83e265bc1f2be\" alt=\"Image source: Tesla.\" title=\"Image source: Tesla.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Tesla.</span></p><h2 id=\"id_880604921\">Tesla in transition</h2><p>Ever since Tesla stock skyrocketed in 2020 when it became profitable, the stock has had a much higher valuation than its traditional automaker peers. Even after the recent sell-off, Tesla is valued at $500 billion, making it one of the most valuable stocks in the country, and several times more valuable than peers like <strong>General Motors </strong>and <strong>Ford</strong>.</p><p>However, Tesla is now facing challenges on multiple fronts. Vehicle deliveries were not only down in the first quarter, but also significantly short of its production, indicating weakening demand. While the company hasn&#39;t yet reported first-quarter earnings, profits are likely to be down significantly as prices have fallen due to increasing competition in the EV industry.</p><p>Additionally, media reports said that the company is putting the development of its mass market-priced Model 2 on pause so it can it focus on its robotaxi and full self-driving technology.</p><p>Tesla is also laying off more than 10% of its workforce, another indicator that demand is underwhelming, and two key executives involved with battery and vehicle manufacturing said they were leaving the company.</p><h2 id=\"id_4176236142\">Down 37% this year, is Tesla a buy?</h2><p>With EV sales struggling amid increasing competition, weakening demand, and high interest rates, Tesla is pivoting its hopes to its robotaxi and full self-driving technology.</p><p>CEO Elon Musk said the company would unveil its robotaxi on August 8, but the company is also notorious for delaying its promises and product releases, and Musk has a pattern of using such promises when it&#39;s struggling.</p><p>Tesla&#39;s robotaxi has the potential to be a game-changer for the company, but even if Tesla does launch the robotaxi in August, regulation is likely to make a full roll-out challenging.</p><p>Autonomous vehicles were predicted to go mainstream several years ago, but that didn&#39;t happen due to regulatory pressure, safety concerns, and media scrutiny, among other issues.</p><p>However, Tesla isn&#39;t the only company working on self-driving technology. <strong>Alphabet</strong>&#39;s Waymo has racked up millions of miles of driverless transportation and is now actively ferrying passengers in San Francisco, Los Angeles, and Phoenix. <strong>General Motors</strong>&#39; Cruise was also active in San Francisco until regulators recently pulled it off the road after too many infractions. Other tech and auto companies have also made significant progress in autonomous driving as well.</p><p>Tesla is still priced at a premium even though the core growth story, selling EVs, appears to be on hold, at least as long as deliveries and prices both keep falling.</p><p>A recovery in the stock will take a return to solid growth in EV sales and profits or a blowout presentation of the robotaxi, as autonomy is already priced into the stock.</p><p>In the current economic environment and with the broader headwinds in the electric vehicle sector, that looks more likely to be a losing bet. Tesla stock is best avoided at this point.</p></body></html>","source":"fool_stock","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's Stock Price Just Plunged. Is Now the Time to Invest?</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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's Stock Price Just Plunged. Is Now the Time to Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-21 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/20/teslas-stock-price-just-plunged-is-now-the-time-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is facing a number of challenges, including falling deliveries and profits.The company just said it was laying off more than 10% of its workforce.CEO Elon Musk said the company would unveil the ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/20/teslas-stock-price-just-plunged-is-now-the-time-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4592":"伊斯兰概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/04/20/teslas-stock-price-just-plunged-is-now-the-time-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428622714","content_text":"Tesla is facing a number of challenges, including falling deliveries and profits.The company just said it was laying off more than 10% of its workforce.CEO Elon Musk said the company would unveil the robotaxi on Aug. 8.After soaring through 2023, Tesla's fortunes have suddenly changed in 2024.The EV stock was the worst-performing stock on the S&P 500 in the first quarter, plagued by a disappointing earnings report, price cuts in the EV industry, and broader concerns about high interest rates weighing on demand.The stock continued to slide in April as Tesla reported weak first-quarter deliveries, which were down 9% from the previous year, and it made the surprising move of laying off 10% of its workforce later in the month. The stock is down 11% in the past week, hovering near a 52-week low at a time when the S&P 500 is near an all-time high.So is it a good idea to buy Tesla on the dip? Let's take a look at where the company is today before we answer that question.Image source: Tesla.Tesla in transitionEver since Tesla stock skyrocketed in 2020 when it became profitable, the stock has had a much higher valuation than its traditional automaker peers. Even after the recent sell-off, Tesla is valued at $500 billion, making it one of the most valuable stocks in the country, and several times more valuable than peers like General Motors and Ford.However, Tesla is now facing challenges on multiple fronts. Vehicle deliveries were not only down in the first quarter, but also significantly short of its production, indicating weakening demand. While the company hasn't yet reported first-quarter earnings, profits are likely to be down significantly as prices have fallen due to increasing competition in the EV industry.Additionally, media reports said that the company is putting the development of its mass market-priced Model 2 on pause so it can it focus on its robotaxi and full self-driving technology.Tesla is also laying off more than 10% of its workforce, another indicator that demand is underwhelming, and two key executives involved with battery and vehicle manufacturing said they were leaving the company.Down 37% this year, is Tesla a buy?With EV sales struggling amid increasing competition, weakening demand, and high interest rates, Tesla is pivoting its hopes to its robotaxi and full self-driving technology.CEO Elon Musk said the company would unveil its robotaxi on August 8, but the company is also notorious for delaying its promises and product releases, and Musk has a pattern of using such promises when it's struggling.Tesla's robotaxi has the potential to be a game-changer for the company, but even if Tesla does launch the robotaxi in August, regulation is likely to make a full roll-out challenging.Autonomous vehicles were predicted to go mainstream several years ago, but that didn't happen due to regulatory pressure, safety concerns, and media scrutiny, among other issues.However, Tesla isn't the only company working on self-driving technology. Alphabet's Waymo has racked up millions of miles of driverless transportation and is now actively ferrying passengers in San Francisco, Los Angeles, and Phoenix. General Motors' Cruise was also active in San Francisco until regulators recently pulled it off the road after too many infractions. Other tech and auto companies have also made significant progress in autonomous driving as well.Tesla is still priced at a premium even though the core growth story, selling EVs, appears to be on hold, at least as long as deliveries and prices both keep falling.A recovery in the stock will take a return to solid growth in EV sales and profits or a blowout presentation of the robotaxi, as autonomy is already priced into the stock.In the current economic environment and with the broader headwinds in the electric vehicle sector, that looks more likely to be a losing bet. Tesla stock is best avoided at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295865811181752,"gmtCreate":1713242788580,"gmtModify":1713242792317,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Love is over&nbsp;","listText":"Love is over&nbsp;","text":"Love is over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295865811181752","repostId":"1146247499","repostType":2,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291618508722216,"gmtCreate":1712221838967,"gmtModify":1712221844664,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","listText":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","text":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291618508722216","repostId":"2424808145","repostType":2,"repost":{"id":"2424808145","pubTimestamp":1712220313,"share":"https://ttm.financial/m/news/2424808145?lang=&edition=fundamental","pubTime":"2024-04-04 16:45","market":"us","language":"en","title":"Tesla: Why I Am Buying The Drop Aggressively (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2424808145","media":"seekingalpha","summary":"Tesla, Inc.'s Q1 delivery report fell short of expectations, causing shares to drop.The dip in deliveries is likely temporary and does not change Tesla's long term delivery trajectory.EPS estimates have reset to the downside as investors expect continual margin pressure.Despite risks and concerns, Tesla's valuation and risk profile have become more attractive, making it a bargain for EV investors ahead of Q1.   Slaven Vlasic/Getty Images Entertainment Shares of Tesla, Inc.  came under new selling pressure this week after the electric vehicle  maker disappointed with its latest delivery report. Tesla delivered \"only\" 386,810 cars in Q1 ’24, which drastically underperformed delivery expectations. However, Tesla saw a boost in deliveries in China, which is facing challenges of its own, including growing competition and pricing pressure. I believe the slowdown in the global EV market is causing more fear than warranted given Tesla's long term upward trajectory in deliveries. Thus, I see Te","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc.&#39;s Q1 delivery report fell short of expectations, causing shares to drop.</p></li><li><p>The dip in deliveries is likely temporary and does not change Tesla&#39;s long term delivery trajectory.</p></li><li><p>EPS estimates have reset to the downside as investors expect continual margin pressure.</p></li><li><p>Despite risks and concerns, Tesla&#39;s valuation and risk profile have become more attractive, making it a bargain for EV investors ahead of Q1.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> came under new selling pressure this week after the electric vehicle (&#34;EV&#34;) maker disappointed with its latest delivery report. Tesla delivered &#34;only&#34; 386,810 cars in Q1 ’24, which drastically underperformed delivery expectations. However, Tesla saw a boost in deliveries in China, which is facing challenges of its own, including growing competition and pricing pressure.</p><p>I believe the slowdown in the global EV market is causing more fear than warranted given Tesla&#39;s long term upward trajectory in deliveries. Thus, I see Tesla stock as a strong rebound candidate in 2024!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41921dad87a484fbbccc5937e1aea4fa\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_3455127206\">Previous rating</h2><p>I rated shares of Tesla a hold after the electric vehicle company disclosed considerable margin pressure in the third quarter that showed that the EV market was becoming more competitive: &#34;Overreaction To Cybertruck Comments Creates Long-Term Opportunity.&#34; The Q1 &#39;24 delivery report was not great, but it likely triggered an overreaction that long term-minded investors can exploit. With fears over a prolonged EV market slowdown, EPS estimates for Q1 &#39;24 trending down and investor sentiment taking a drastic turn compared to last year, I believe there is a contrarian investment opportunity here. For those reasons, I am upgrading my rating of Tesla from hold to buy.</p><h2 id=\"id_3557500849\">Making sense of the latest delivery report and reasons for rating change</h2><p>Tesla’s delivery report showed that the EV maker produced 433,371 electric vehicles in Q1’24 and delivered 386,810 cars in Q1&#39;24. In the year-earlier period, Tesla produced 440,808 electric vehicles (-1.7% Y/Y) and delivered 422,875 electric vehicles (-8.5% Y/Y). The delivery accomplishment also fell way short of analyst expectations, which called for 449,080 deliveries (-13.8%), resulting in the biggest sales-miss for Tesla ever. It was Tesla’s first drop in deliveries, on a year over year basis, since Q2 ’20. The EV maker named its production ramp for the Model 3 as a reason for the drop in deliveries in the first-quarter.</p><p>While it is easy to jump on the bandwagon and criticize Tesla for its delivery shortcomings, the bigger picture is still overwhelmingly in favor of the EV company. While Tesla was overtaken by BYD Company (OTCPK:BYDDF) in the fourth-quarter as the world’s largest EV maker by output, the U.S. company has grown its deliveries over a long period of time and consistently reached new delivery records, including last year, which is when Tesla delivered 38% Y/Y delivery growth. Tesla&#39;s FY 2023 delivery records were driven chiefly by the continual popularity of the Model 3. A catalyst for incremental delivery growth in FY 2024 could come from the recent start of deliveries for the Cybertruck as well as the revamped Model 3, which became available in the U.S. in January.</p><p>The longer-term trend in Tesla&#39;s production/deliveries numbers should be more important than a temporary setback. Tesla&#39;s delivery ramp still looks pretty impressive to me...</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7bb0b738bb59da8fa726266ce09eba67\" alt=\"InsideEVs\" title=\"InsideEVs\" tg-width=\"640\" tg-height=\"295\"/><span>InsideEVs</span></p><p>A look at Tesla&#39;s Q1 China numbers shows a more mixed picture. Tesla did reasonably well in China in March, with total deliveries of 89,064 vehicles, showing 48% month-over-month growth. China is also suffering from a slowdown in demand, which has caused companies like Li Auto (LI) to warn about its delivery potential in the first-quarter. The rebound in Tesla&#39;s March sales in China also strongly suggests that the delivery picture is not as bleak as some media reports would want investors to believe.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/651226e95327fc686541847d0b3f1dd0\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"394\"/><span>Bloomberg</span></p><h2 id=\"id_378831390\">Implications for Tesla&#39;s Q1 &#39;24 earnings report</h2><p>Tesla Q1 ’24 earnings expectations are likely to continue to drop after the EV company submitted its delivery report for the first-quarter on April 2, 2024. With slowing EV growth and pressure on Tesla’s deliveries, investors are likely to lower their expectations ahead of the earnings release as well which may weigh on the company&#39;s valuation in the short term. Analysts currently model $0.58 per-share in Q1 ’24 earnings for Tesla, and analysts have revised their earnings estimates down a massive 31 times in the last 90 days.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7ddf608e7da64ea36e38a7c3d4e12561\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"231\"/><span>Seeking Alpha</span></p><p>The delivery report also indicates that Tesla is likely going to see slower top line growth as well more pressure on its gross margins... which has become a point of concern for many investors lately. Tesla&#39;s revenue growth slowed to 3% in the last quarter while its gross margins fell to 17.6%, showing a 6.1 PP contraction year over year. In the short term, these pressures will likely continue, and I expect a sequential drop-off in both operating and gross profit margins when the company releases Q1 earnings on April 23, 2024. However, Tesla&#39;s valuation is now so attractive relative to the company&#39;s historical valuation, that a contrarian purchase can make a lot of sense for long-term investors at this point in time, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46f145a5c34770d7ad5df3aa99f55e91\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h2 id=\"id_1854579543\">Tesla&#39;s valuation sends a contrarian buy signal</h2><p>Despite some points of weakness being revealed in Tesla’s Q1 ’24 delivery report, I believe that Tesla is now an exceptional bargain for EV investors from a valuation point of view. The market segment has seen its fair share of negative press lately, with electric vehicle maker Fisker (OTC:FSRN) struggling for its survival and other China-based EV manufacturers also carefully managing delivery expectations. The changing market perceptions have weighed heavily on Tesla&#39;s valuation, and shares are trading just 10% above the 1-year low of $152.37.</p><p>Tesla is currently valued at a P/S ratio of 4.1X. This is quite low for Tesla, which has historically traded at much higher price-to-revenue ratios. I am using a revenue-based multiplier for the EV maker since most other large-cap electric vehicle companies are not yet profitable (with the exception of BYD). Tesla&#39;s 4.1X P/S ratio implies a massive 35% discount to Tesla&#39;s 1-year average price-to-revenue ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d40d31713608418020088b7f76355b1d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"456\"/><span>Data by YCharts</span></p><p>Tesla&#39;s is now also valued at less than half the P/E ratio the company&#39;s shares traded at the beginning of the year. The FY 2025 P/E ratio for Tesla has fallen to only 40.4X, while the average P/E ratio in the last three years was 72.9X.</p><p>If Tesla revalued merely to its 3-year average earnings-based valuation ratio, shares of Tesla could have a fair value of $300. Readers should also note in the chart below that Tesla&#39;s P/E ratio has been highly volatile over time as well, with the P/E ratio bottoming out at 34X in January 2023 (which is when Tesla first started to announce price cuts) and topping out at 126X in early 2022 (when the economy recovered from COVID-19).</p><p>Given the P/E valuation history of Tesla, I believe investors are overly bearish about the company&#39;s delivery update, and Tesla has routinely recovered from rapid sentiment changes. If history repeats itself, which I believe it will, this may be just another contrarian investment opportunity for long term investors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d41ed80326423d00b7bf0fa6e1a4102\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_2437897682\">Risks with Tesla</h2><p>There are number of risks for Tesla... which is still by far the largest EV manufacturer by output and market cap in the U.S. With a global slowdown in EV sales, the immediate risk is continual gross margin pressure, which is likely what investors are going to see when Tesla releases first-quarter earnings on April 23, 2024. Weaker margins and free cash flow, in the short term, should therefore be expected. What would change my mind about Tesla in terms of rating would be if the EV maker were to see a consistent decline in delivery rates and weak demand for the revamped Model 3/Cybertruck.</p><h2 id=\"id_2561121998\">Final thoughts</h2><p>Tesla’s Q1 ’24 delivery report caused shares of Tesla to slide 5%, and they are now trading near 1-year lows. Investor sentiment ahead of Tesla’s Q1 ’24 earnings release has taken a serious hit, and analysts are likely to lower their EPS expectations further ahead of the earnings report on April 23, 2024... creating a low bar for Tesla to step over. While there are legitimate concerns about a slowdown in the EV market, Tesla&#39;s March deliveries in China were solid, but got surprisingly little attention. Tesla’s factories still churned out more than 400k electric vehicles in Q1, and the long-term growth trajectory is still pretty much intact.</p><p>Given that Tesla’s valuation as well as risk profile have become significantly more attractive lately, I believe that negative news are sufficiently priced into Tesla’s valuation at this point. Therefore, I see the current consolidation as another unique moment in time to buy Tesla, Inc. shares aggressively and to capitalize on weak investor sentiment!</p></body></html>","source":"seekingalpha","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: Why I Am Buying The Drop Aggressively (Rating Upgrade)</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: Why I Am Buying The Drop Aggressively (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682024-tesla-why-i-am-buying-the-drop-aggressively-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.'s Q1 delivery report fell short of expectations, causing shares to drop.The dip in deliveries is likely temporary and does not change Tesla's long term delivery trajectory.EPS estimates ...</p>\n\n<a href=\"https://seekingalpha.com/article/4682024-tesla-why-i-am-buying-the-drop-aggressively-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","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","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","BK4526":"热门中概股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823414478.USD":"法巴经典能源转换基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://seekingalpha.com/article/4682024-tesla-why-i-am-buying-the-drop-aggressively-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2424808145","content_text":"Tesla, Inc.'s Q1 delivery report fell short of expectations, causing shares to drop.The dip in deliveries is likely temporary and does not change Tesla's long term delivery trajectory.EPS estimates have reset to the downside as investors expect continual margin pressure.Despite risks and concerns, Tesla's valuation and risk profile have become more attractive, making it a bargain for EV investors ahead of Q1.Shares of Tesla, Inc. came under new selling pressure this week after the electric vehicle (\"EV\") maker disappointed with its latest delivery report. Tesla delivered \"only\" 386,810 cars in Q1 ’24, which drastically underperformed delivery expectations. However, Tesla saw a boost in deliveries in China, which is facing challenges of its own, including growing competition and pricing pressure.I believe the slowdown in the global EV market is causing more fear than warranted given Tesla's long term upward trajectory in deliveries. Thus, I see Tesla stock as a strong rebound candidate in 2024!Data by YChartsPrevious ratingI rated shares of Tesla a hold after the electric vehicle company disclosed considerable margin pressure in the third quarter that showed that the EV market was becoming more competitive: \"Overreaction To Cybertruck Comments Creates Long-Term Opportunity.\" The Q1 '24 delivery report was not great, but it likely triggered an overreaction that long term-minded investors can exploit. With fears over a prolonged EV market slowdown, EPS estimates for Q1 '24 trending down and investor sentiment taking a drastic turn compared to last year, I believe there is a contrarian investment opportunity here. For those reasons, I am upgrading my rating of Tesla from hold to buy.Making sense of the latest delivery report and reasons for rating changeTesla’s delivery report showed that the EV maker produced 433,371 electric vehicles in Q1’24 and delivered 386,810 cars in Q1'24. In the year-earlier period, Tesla produced 440,808 electric vehicles (-1.7% Y/Y) and delivered 422,875 electric vehicles (-8.5% Y/Y). The delivery accomplishment also fell way short of analyst expectations, which called for 449,080 deliveries (-13.8%), resulting in the biggest sales-miss for Tesla ever. It was Tesla’s first drop in deliveries, on a year over year basis, since Q2 ’20. The EV maker named its production ramp for the Model 3 as a reason for the drop in deliveries in the first-quarter.While it is easy to jump on the bandwagon and criticize Tesla for its delivery shortcomings, the bigger picture is still overwhelmingly in favor of the EV company. While Tesla was overtaken by BYD Company (OTCPK:BYDDF) in the fourth-quarter as the world’s largest EV maker by output, the U.S. company has grown its deliveries over a long period of time and consistently reached new delivery records, including last year, which is when Tesla delivered 38% Y/Y delivery growth. Tesla's FY 2023 delivery records were driven chiefly by the continual popularity of the Model 3. A catalyst for incremental delivery growth in FY 2024 could come from the recent start of deliveries for the Cybertruck as well as the revamped Model 3, which became available in the U.S. in January.The longer-term trend in Tesla's production/deliveries numbers should be more important than a temporary setback. Tesla's delivery ramp still looks pretty impressive to me...InsideEVsA look at Tesla's Q1 China numbers shows a more mixed picture. Tesla did reasonably well in China in March, with total deliveries of 89,064 vehicles, showing 48% month-over-month growth. China is also suffering from a slowdown in demand, which has caused companies like Li Auto (LI) to warn about its delivery potential in the first-quarter. The rebound in Tesla's March sales in China also strongly suggests that the delivery picture is not as bleak as some media reports would want investors to believe.BloombergImplications for Tesla's Q1 '24 earnings reportTesla Q1 ’24 earnings expectations are likely to continue to drop after the EV company submitted its delivery report for the first-quarter on April 2, 2024. With slowing EV growth and pressure on Tesla’s deliveries, investors are likely to lower their expectations ahead of the earnings release as well which may weigh on the company's valuation in the short term. Analysts currently model $0.58 per-share in Q1 ’24 earnings for Tesla, and analysts have revised their earnings estimates down a massive 31 times in the last 90 days.Seeking AlphaThe delivery report also indicates that Tesla is likely going to see slower top line growth as well more pressure on its gross margins... which has become a point of concern for many investors lately. Tesla's revenue growth slowed to 3% in the last quarter while its gross margins fell to 17.6%, showing a 6.1 PP contraction year over year. In the short term, these pressures will likely continue, and I expect a sequential drop-off in both operating and gross profit margins when the company releases Q1 earnings on April 23, 2024. However, Tesla's valuation is now so attractive relative to the company's historical valuation, that a contrarian purchase can make a lot of sense for long-term investors at this point in time, in my opinion.Data by YChartsTesla's valuation sends a contrarian buy signalDespite some points of weakness being revealed in Tesla’s Q1 ’24 delivery report, I believe that Tesla is now an exceptional bargain for EV investors from a valuation point of view. The market segment has seen its fair share of negative press lately, with electric vehicle maker Fisker (OTC:FSRN) struggling for its survival and other China-based EV manufacturers also carefully managing delivery expectations. The changing market perceptions have weighed heavily on Tesla's valuation, and shares are trading just 10% above the 1-year low of $152.37.Tesla is currently valued at a P/S ratio of 4.1X. This is quite low for Tesla, which has historically traded at much higher price-to-revenue ratios. I am using a revenue-based multiplier for the EV maker since most other large-cap electric vehicle companies are not yet profitable (with the exception of BYD). Tesla's 4.1X P/S ratio implies a massive 35% discount to Tesla's 1-year average price-to-revenue ratio.Data by YChartsTesla's is now also valued at less than half the P/E ratio the company's shares traded at the beginning of the year. The FY 2025 P/E ratio for Tesla has fallen to only 40.4X, while the average P/E ratio in the last three years was 72.9X.If Tesla revalued merely to its 3-year average earnings-based valuation ratio, shares of Tesla could have a fair value of $300. Readers should also note in the chart below that Tesla's P/E ratio has been highly volatile over time as well, with the P/E ratio bottoming out at 34X in January 2023 (which is when Tesla first started to announce price cuts) and topping out at 126X in early 2022 (when the economy recovered from COVID-19).Given the P/E valuation history of Tesla, I believe investors are overly bearish about the company's delivery update, and Tesla has routinely recovered from rapid sentiment changes. If history repeats itself, which I believe it will, this may be just another contrarian investment opportunity for long term investors.Data by YChartsRisks with TeslaThere are number of risks for Tesla... which is still by far the largest EV manufacturer by output and market cap in the U.S. With a global slowdown in EV sales, the immediate risk is continual gross margin pressure, which is likely what investors are going to see when Tesla releases first-quarter earnings on April 23, 2024. Weaker margins and free cash flow, in the short term, should therefore be expected. What would change my mind about Tesla in terms of rating would be if the EV maker were to see a consistent decline in delivery rates and weak demand for the revamped Model 3/Cybertruck.Final thoughtsTesla’s Q1 ’24 delivery report caused shares of Tesla to slide 5%, and they are now trading near 1-year lows. Investor sentiment ahead of Tesla’s Q1 ’24 earnings release has taken a serious hit, and analysts are likely to lower their EPS expectations further ahead of the earnings report on April 23, 2024... creating a low bar for Tesla to step over. While there are legitimate concerns about a slowdown in the EV market, Tesla's March deliveries in China were solid, but got surprisingly little attention. Tesla’s factories still churned out more than 400k electric vehicles in Q1, and the long-term growth trajectory is still pretty much intact.Given that Tesla’s valuation as well as risk profile have become significantly more attractive lately, I believe that negative news are sufficiently priced into Tesla’s valuation at this point. Therefore, I see the current consolidation as another unique moment in time to buy Tesla, Inc. shares aggressively and to capitalize on weak investor sentiment!","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186670475083792,"gmtCreate":1686613386390,"gmtModify":1686613391054,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Why create hurdles for the giant to protect the country?&nbsp;","listText":"Why create hurdles for the giant to protect the country?&nbsp;","text":"Why create hurdles for the giant to protect the country?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186670475083792","repostId":"2343266344","repostType":2,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186671058255976,"gmtCreate":1686613268638,"gmtModify":1686620588752,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Stupid.. Ftc","listText":"Stupid.. Ftc","text":"Stupid.. Ftc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186671058255976","repostId":"2343266344","repostType":2,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044127732,"gmtCreate":1656725351626,"gmtModify":1676535883873,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555664469386585","idStr":"3555664469386585"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044127732","repostId":"9045101898","repostType":1,"repost":{"id":9045101898,"gmtCreate":1656570643544,"gmtModify":1676535855981,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"[Events] Share Your 2022 Mid-Year Recap & Win Tiger Coins","htmlText":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! &nbsp;All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&amp;P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","listText":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! &nbsp;All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&amp;P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","text":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","images":[{"img":"https://community-static.tradeup.com/news/f81b8050a1873df5a7cfa589be79740e","width":"800","height":"600"},{"img":"https://community-static.tradeup.com/news/8c9be279df8995a8bc6c32cacda33595","width":"1046","height":"920"},{"img":"https://community-static.tradeup.com/news/6a7c0105dc8e58b42d001bbc062e442a","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045101898","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":186670475083792,"gmtCreate":1686613386390,"gmtModify":1686613391054,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Why create hurdles for the giant to protect the country?&nbsp;","listText":"Why create hurdles for the giant to protect the country?&nbsp;","text":"Why create hurdles for the giant to protect the country?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186670475083792","repostId":"2343266344","repostType":2,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291618508722216,"gmtCreate":1712221838967,"gmtModify":1712221844664,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","listText":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","text":"The problem doesn't solely depends on TSLA deliveries, but the character and talking habits of Elon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291618508722216","repostId":"2424808145","repostType":2,"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297640868200536,"gmtCreate":1713694913443,"gmtModify":1713694918334,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Are you joking?","listText":"Are you joking?","text":"Are you joking?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297640868200536","repostId":"2428622714","repostType":2,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295865811181752,"gmtCreate":1713242788580,"gmtModify":1713242792317,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Love is over&nbsp;","listText":"Love is over&nbsp;","text":"Love is over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295865811181752","repostId":"1146247499","repostType":2,"repost":{"id":"1146247499","pubTimestamp":1713238200,"share":"https://ttm.financial/m/news/1146247499?lang=&edition=fundamental","pubTime":"2024-04-16 11:30","market":"us","language":"en","title":"Elon Musk’s Tesla Bait-and-Switch Is Getting Old","url":"https://stock-news.laohu8.com/highlight/detail?id=1146247499","media":"Bloomberg","summary":"The EV company keeps pushing its “next phase of growth” message, but it’s getting harder to look past a slump in vehicle sales and its unexciting lineup.Looking for that next phase of growth.In case y","content":"<html><head></head><body><p>The EV company keeps pushing its “next phase of growth” message, but it’s getting harder to look past a slump in vehicle sales and its unexciting lineup.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79a3f96e0f0201851a84eecddcd086a1\" alt=\"Looking for that next phase of growth.\" title=\"Looking for that next phase of growth.\" tg-width=\"4000\" tg-height=\"2888\"/><span>Looking for that next phase of growth.</span></p><p style=\"text-align: start;\">In case you didn’t know that Tesla Inc. is on the cusp of a new wave of growth, it is now slashing its workforce by more than one-in-ten. It’s all there in the memo.</p><p style=\"text-align: start;\">Chief Executive Elon Musk informed the ranks this weekend that more than 14,000 of them — based on year-end 2023 figures — would be leaving the electric vehicle manufacturer forthwith. The announcement is one part regret, three parts optimism. The phrase “next phase of growth” appears up top and in the kicker, with a derivative of it somewhere in the middle, too. This is all quite normal corporate stuff: Companies doing big layoffs must emphasize the leaner, fitter organism that will emerge. But this is Tesla at an interesting moment in its development, so the context matters.</p><p>The past year has witnessed a sequence of events concerning Tesla that mark it out as a car company. It has built too many vehicles relative to demand. It has slashed prices to shift them, with decidedly mixed results. Margins have been squeezed as a result. It has launched a flashy new model to reinject some vigor, with less-than-certain success. And it has done its best to reposition itself in the minds of investors as an artificial intelligence company.</p><p>OK, that last bit isn’t very car company-like. It is Tesla-like. After the debacle of quarterly sales figures earlier this month that missed by a mile and then the bizarre drama of a Reuters report that Tesla had ditched plans for a low-cost model — denied, sort of — Musk announced a forthcoming robotaxi reveal. Whatever ends up getting unveiled in August, the sense of Tesla seeking to reframe the story around expansive visions of AI, rather than the current reality of shrinking volumes of vehicles, is palpable.</p><p style=\"text-align: start;\">Indeed, the same weekend Tesla informed employees of the layoffs, it slashed the monthly subscription fee on its full-self driving driver assistance package in half. As with boxes on four wheels, the future does not sell itself, it seems. While the new price of $99 per month may tempt more drivers to sign up for FSD that way, it is also likely to take away from those who buy the package upfront, which is $12,000 currently, adding a further headwind to profit margins, at least in the near term.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d8e68d539f59a1ef984ca728747de99\" tg-width=\"944\" tg-height=\"579\"/></p><p>The layoffs will offer some shield, but it is tough to quantify the benefits. As of 2022, Tesla’s global median employee compensation was about $34,000. Assuming a 10% increase since then — inflation’s been sticky — and 14,500 layoffs, that’s about $550 million before severance costs and taxes. Based on the current consensus forecast, that’s maybe 4-5% of 2024 earnings. Of course, these are guesstimates, but this feels more like saving pennies than something transformational for the finances — and the stock.</p><p style=\"text-align: start;\">For that, Tesla needs a new low-cost model to revamp its lineup and expand the market. Or a truly functional robotaxi. The former looks at least a year or two off. And the sudden departure of one of Tesla’s few named company officers, Andrew Baglino, senior engineer of energy and powertrain, suggests even that timeline may be optimistic. The latter looks, as ever, vastly oversold as a concept.</p><p>Tesla’s layoffs add to the narrative of being a car company dealing with a slowdown. Yet its stock remains priced at about 55 times forward earnings — roughly where it was at the start of the month before those sales figures blew a hole through forecasts (or should have). Investors don’t seem to have gotten the memo quite just yet. Results come out next week.</p></body></html>","source":"lsy1584095487587","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>Elon Musk’s Tesla Bait-and-Switch Is Getting Old</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nElon Musk’s Tesla Bait-and-Switch Is Getting Old\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-16 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2024-04-15/elon-musk-s-tesla-bait-and-switch-is-getting-old><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The EV company keeps pushing its “next phase of growth” message, but it’s getting harder to look past a slump in vehicle sales and its unexciting lineup.Looking for that next phase of growth.In case ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2024-04-15/elon-musk-s-tesla-bait-and-switch-is-getting-old\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/opinion/articles/2024-04-15/elon-musk-s-tesla-bait-and-switch-is-getting-old","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146247499","content_text":"The EV company keeps pushing its “next phase of growth” message, but it’s getting harder to look past a slump in vehicle sales and its unexciting lineup.Looking for that next phase of growth.In case you didn’t know that Tesla Inc. is on the cusp of a new wave of growth, it is now slashing its workforce by more than one-in-ten. It’s all there in the memo.Chief Executive Elon Musk informed the ranks this weekend that more than 14,000 of them — based on year-end 2023 figures — would be leaving the electric vehicle manufacturer forthwith. The announcement is one part regret, three parts optimism. The phrase “next phase of growth” appears up top and in the kicker, with a derivative of it somewhere in the middle, too. This is all quite normal corporate stuff: Companies doing big layoffs must emphasize the leaner, fitter organism that will emerge. But this is Tesla at an interesting moment in its development, so the context matters.The past year has witnessed a sequence of events concerning Tesla that mark it out as a car company. It has built too many vehicles relative to demand. It has slashed prices to shift them, with decidedly mixed results. Margins have been squeezed as a result. It has launched a flashy new model to reinject some vigor, with less-than-certain success. And it has done its best to reposition itself in the minds of investors as an artificial intelligence company.OK, that last bit isn’t very car company-like. It is Tesla-like. After the debacle of quarterly sales figures earlier this month that missed by a mile and then the bizarre drama of a Reuters report that Tesla had ditched plans for a low-cost model — denied, sort of — Musk announced a forthcoming robotaxi reveal. Whatever ends up getting unveiled in August, the sense of Tesla seeking to reframe the story around expansive visions of AI, rather than the current reality of shrinking volumes of vehicles, is palpable.Indeed, the same weekend Tesla informed employees of the layoffs, it slashed the monthly subscription fee on its full-self driving driver assistance package in half. As with boxes on four wheels, the future does not sell itself, it seems. While the new price of $99 per month may tempt more drivers to sign up for FSD that way, it is also likely to take away from those who buy the package upfront, which is $12,000 currently, adding a further headwind to profit margins, at least in the near term.The layoffs will offer some shield, but it is tough to quantify the benefits. As of 2022, Tesla’s global median employee compensation was about $34,000. Assuming a 10% increase since then — inflation’s been sticky — and 14,500 layoffs, that’s about $550 million before severance costs and taxes. Based on the current consensus forecast, that’s maybe 4-5% of 2024 earnings. Of course, these are guesstimates, but this feels more like saving pennies than something transformational for the finances — and the stock.For that, Tesla needs a new low-cost model to revamp its lineup and expand the market. Or a truly functional robotaxi. The former looks at least a year or two off. And the sudden departure of one of Tesla’s few named company officers, Andrew Baglino, senior engineer of energy and powertrain, suggests even that timeline may be optimistic. The latter looks, as ever, vastly oversold as a concept.Tesla’s layoffs add to the narrative of being a car company dealing with a slowdown. Yet its stock remains priced at about 55 times forward earnings — roughly where it was at the start of the month before those sales figures blew a hole through forecasts (or should have). Investors don’t seem to have gotten the memo quite just yet. Results come out next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333603213140240,"gmtCreate":1722491168262,"gmtModify":1722491172807,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Yeh!","listText":"Yeh!","text":"Yeh!","images":[{"img":"https://community-static.tradeup.com/news/b314390e09837d48d371971d9853f59b","width":"1080","height":"1478"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333603213140240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300832333299848,"gmtCreate":1714464816453,"gmtModify":1714464819836,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp; Sell in May ??","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp; Sell in May ??","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Sell in May ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300832333299848","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186671058255976,"gmtCreate":1686613268638,"gmtModify":1686620588752,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Stupid.. Ftc","listText":"Stupid.. Ftc","text":"Stupid.. Ftc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186671058255976","repostId":"2343266344","repostType":2,"repost":{"id":"2343266344","pubTimestamp":1686612043,"share":"https://ttm.financial/m/news/2343266344?lang=&edition=fundamental","pubTime":"2023-06-13 07:20","market":"us","language":"en","title":"US FTC Asks Court to Block Microsoft From Closing Activision Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2343266344","media":"StreetInsider","summary":"The Federal Trade Commission (FTC) asked a U.S. judge to block Microsoft from closing on its $69 bil","content":"<html><head></head><body><p>The Federal Trade Commission (FTC) asked a U.S. judge to block Microsoft from closing on its $69 billion deal to acquire Activision Blizzard, warning that the companies could move forward after Friday.</p><p>The FTC sued the companies on Monday in San Francisco and sought a temporary restraining order, warning that if the deal was consummated the combined company could &#34;begin altering Activision’s operations and business plans, accessing Activision’s sensitive business information, eliminating key Activision personnel, changing Activision’s game development efforts, and entering into new contractual relationships on behalf of Activision.&#34;</p></body></html>","source":"highlight_streetinsider","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>US FTC Asks Court to Block Microsoft From Closing Activision Deal</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nUS FTC Asks Court to Block Microsoft From Closing Activision Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21789778><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Trade Commission (FTC) asked a U.S. judge to block Microsoft from closing on its $69 billion deal to acquire Activision Blizzard, warning that the companies could move forward after Friday...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21789778\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21789778","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343266344","content_text":"The Federal Trade Commission (FTC) asked a U.S. judge to block Microsoft from closing on its $69 billion deal to acquire Activision Blizzard, warning that the companies could move forward after Friday.The FTC sued the companies on Monday in San Francisco and sought a temporary restraining order, warning that if the deal was consummated the combined company could \"begin altering Activision’s operations and business plans, accessing Activision’s sensitive business information, eliminating key Activision personnel, changing Activision’s game development efforts, and entering into new contractual relationships on behalf of Activision.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044127732,"gmtCreate":1656725351626,"gmtModify":1676535883873,"author":{"id":"3555664469386585","authorId":"3555664469386585","name":"大蟒","avatar":"https://static.tigerbbs.com/2f43219efea6fadaa1c500f3bd8eeaca","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555664469386585","authorIdStr":"3555664469386585"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044127732","repostId":"9045101898","repostType":1,"repost":{"id":9045101898,"gmtCreate":1656570643544,"gmtModify":1676535855981,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Events] Share Your 2022 Mid-Year Recap & Win Tiger Coins","htmlText":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! &nbsp;All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&amp;P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","listText":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! &nbsp;All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&amp;P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","text":"Hi Tigers,We're giving away Tiger Coins and merchandise and would like to invite you, our Tiger Community, to participate in the following activity. It's easy! All you have to do to participate is leave a message in the comment section of this post sharing your 2022 mid-year recap. You can win Tiger Coins and there's a chance to win a special Tiger gift.🐯🐯🐯🐯🐯🐯In the blink of an eye, we have reached the halfway point of the year 2022. For investors, 2022 will be a turbulent year in the stock market, with efforts to maintain their investment levels.In the first half of 2022, the S&P 500 index is down nearly 20%. How did your investment perform in the last six months? Did it outperform the market?💡Here are the discussion topics Leave a message in the comment section of this post, an","images":[{"img":"https://community-static.tradeup.com/news/f81b8050a1873df5a7cfa589be79740e","width":"800","height":"600"},{"img":"https://community-static.tradeup.com/news/8c9be279df8995a8bc6c32cacda33595","width":"1046","height":"920"},{"img":"https://community-static.tradeup.com/news/6a7c0105dc8e58b42d001bbc062e442a","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045101898","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}