LoonnooL personal page - To The Moon

LoonnooL

LoonnooL

No personal profile

37Follow

18Followers

0Topic

0Badge

2023-07-26

$Snap Inc(SNAP)$ Slapping "AI" does not magically make everything a winner.

2023-03-30

$NFLX 20230331 335.0 CALL$ Expecting ITM but not this much.

2023-03-30

$NVDA 20230331 275.0 CALL$ Riding the rally up.

2023-03-17

$NVDA 20230317 245.0 CALL$ $NVDA 20230317 245.0 CALL$ yum yum ~

2023-03-17

$NVDA 20230317 245.0 CALL$ $NVDA 20230317 245.0 CALL$ $NVIDIA Corp(NVDA)$ Hitting exact stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium. [Angry]

2023-02-23

$NVDA 20230303 235.0 CALL$ $NVDA 20230303 235.0 CALL$ What goes down, must come up. Ok fine, not everything is like that. [Happy]

2023-02-10

Wait for another rally upwards [Great]

2023-02-10

$NVDA 20230210 220.0 PUT$ $NVDA 20230210 220.0 PUT$ Brakes has to be pulled for the rally.

2023-02-02

$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ That's it ~ close shop for another few weeks.

2023-02-02

$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ [Miser] [Miser]

2023-02-02

$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ See you all when the market opens.

2022-12-28

Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial. [Shy]

Why Tesla Is One Stock I'd Avoid in 2023

2022-12-23

400b+ market cap. Justify that.

Tesla: Elon Musk, Bring The Pain

2022-12-21

All the TSLA bulls have voted for Elon to stay as the head. Laughs

Tesla In Line For An Additional Significant Drop (Technical Analysis)

2022-12-16

"Mad genius". At this point, it's just "mad". They need to discount the "genius" away.

With A Forward P/E Of 28, Is Tesla Now A Value Stock?

2022-10-27

$Meta Platforms, Inc.(META)$

2022-10-27

$Meta Platforms, Inc.(META)$Tiger forum is my fav social media platform [Heart]

2022-10-27

$META 20221028 115.0 PUT$ $META 20221028 115.0 PUT$ [Facepalm]

2022-02-18

$FB 20220218 205.0 PUT$Taking advantage of weakness. [LOL]

2022-02-16

$NVDA 20220218 275.0 CALL$There we go~ I feel bad selling the other NVDA calls now[Cry]

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3569285896638143","uuid":"3569285896638143","gmtCreate":1606197320137,"gmtModify":1611714345567,"name":"LoonnooL","pinyin":"loonnool","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","hat":"https://static.tigerbbs.com/3b7820dfed76481d8dc4de6ac5a7a136","hatId":"ca_profile_frame_fnv8ys","hatName":"","vip":1,"status":2,"fanSize":18,"headSize":37,"tweetSize":88,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.21","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":"93.92%","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":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"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":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"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":202079082012832,"gmtCreate":1690342420859,"gmtModify":1690342423693,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$&nbsp;</a>Slapping \"AI\" does not magically make everything a winner.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$&nbsp;</a>Slapping \"AI\" does not magically make everything a winner.&nbsp;","text":"$Snap Inc(SNAP)$ Slapping \"AI\" does not magically make everything a winner.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202079082012832","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941638441,"gmtCreate":1680184284583,"gmtModify":1680184287473,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NFLX 20230331 335.0 CALL\">$NFLX 20230331 335.0 CALL$&nbsp;</a>Expecting ITM but not this much.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NFLX 20230331 335.0 CALL\">$NFLX 20230331 335.0 CALL$&nbsp;</a>Expecting ITM but not this much.&nbsp;","text":"$NFLX 20230331 335.0 CALL$ Expecting ITM but not this much.","images":[{"img":"https://community-static.tradeup.com/news/79b7798e9c2c15d264bde6da604c312b","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941638441","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941638570,"gmtCreate":1680184248591,"gmtModify":1680184252247,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230331 275.0 CALL\">$NVDA 20230331 275.0 CALL$&nbsp;</a>Riding the rally up.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230331 275.0 CALL\">$NVDA 20230331 275.0 CALL$&nbsp;</a>Riding the rally up.&nbsp;","text":"$NVDA 20230331 275.0 CALL$ Riding the rally up.","images":[{"img":"https://community-static.tradeup.com/news/4eee0be4951b7c1560e85996b9b46d26","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941638570","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943950040,"gmtCreate":1679059859981,"gmtModify":1679059863463,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;yum yum ~","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;yum yum ~","text":"$NVDA 20230317 245.0 CALL$ $NVDA 20230317 245.0 CALL$ yum yum ~","images":[{"img":"https://community-static.tradeup.com/news/36b7c20d0342b4cf80a2afa99f0dea94","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943950040","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943917835,"gmtCreate":1679038080127,"gmtModify":1679038084672,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Hitting exact&nbsp;stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium.&nbsp;[Angry]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Hitting exact&nbsp;stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium.&nbsp;[Angry]&nbsp;","text":"$NVDA 20230317 245.0 CALL$ $NVDA 20230317 245.0 CALL$ $NVIDIA Corp(NVDA)$ Hitting exact stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium. [Angry]","images":[{"img":"https://community-static.tradeup.com/news/6787bf2b6d566fbf1471747c2f49d60b","width":"1179","height":"2316"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/9943917835","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":9957820367,"gmtCreate":1677163921060,"gmtModify":1677163924462,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$&nbsp;</a>&nbsp;What goes down, must come up. Ok fine, not everything is like that.&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$&nbsp;</a>&nbsp;What goes down, must come up. Ok fine, not everything is like that.&nbsp;[Happy]&nbsp;","text":"$NVDA 20230303 235.0 CALL$ $NVDA 20230303 235.0 CALL$ What goes down, must come up. Ok fine, not everything is like that. [Happy]","images":[{"img":"https://community-static.tradeup.com/news/941cc0fc431fc4ba653322b69923e5ca","width":"1179","height":"2316"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":33,"repostSize":2,"link":"https://ttm.financial/post/9957820367","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099055911687490","authorId":"4099055911687490","name":"fxaw","avatar":"https://static.tigerbbs.com/7bf0e9c298f9958d519f7089fb539fd1","crmLevel":5,"crmLevelSwitch":1,"idStr":"4099055911687490","authorIdStr":"4099055911687490"},"content":"very nice if always like that","text":"very nice if always like that","html":"very nice if always like that"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954377237,"gmtCreate":1676041516530,"gmtModify":1676041519923,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<v-v data-views=\"0\"></v-v>Wait for another rally upwards&nbsp;[Great]&nbsp;","listText":"<v-v data-views=\"0\"></v-v>Wait for another rally upwards&nbsp;[Great]&nbsp;","text":"Wait for another rally upwards [Great]","images":[{"img":"https://community-static.tradeup.com/news/1d5e5f759903c999d8fee3e1b86b2f13","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954377237","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954382688,"gmtCreate":1676001720145,"gmtModify":1676001723423,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230210 220.0 PUT\">$NVDA 20230210 220.0 PUT$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230210 220.0 PUT\">$NVDA 20230210 220.0 PUT$&nbsp;</a>&nbsp;Brakes has to be pulled for the rally.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230210 220.0 PUT\">$NVDA 20230210 220.0 PUT$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230210 220.0 PUT\">$NVDA 20230210 220.0 PUT$&nbsp;</a>&nbsp;Brakes has to be pulled for the rally.&nbsp;","text":"$NVDA 20230210 220.0 PUT$ $NVDA 20230210 220.0 PUT$ Brakes has to be pulled for the rally.","images":[{"img":"https://community-static.tradeup.com/news/8e7fd2e0d29f8b5406f8531833b9bfa0","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954382688","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955854584,"gmtCreate":1675351649348,"gmtModify":1676538995972,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;That's it ~ close shop for another few weeks.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;That's it ~ close shop for another few weeks.&nbsp;","text":"$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ That's it ~ close shop for another few weeks.","images":[{"img":"https://community-static.tradeup.com/news/3b1a97eef79b15ba5169c60b1d08eb95","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955854584","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955859703,"gmtCreate":1675349348403,"gmtModify":1676538995524,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ [Miser] [Miser]","images":[{"img":"https://community-static.tradeup.com/news/28f51be8336a1e3d1340a7afd4220967","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955859703","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955839480,"gmtCreate":1675320152140,"gmtModify":1676538992700,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;See you all when the market opens.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;See you all when the market opens.&nbsp;","text":"$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ See you all when the market opens.","images":[{"img":"https://community-static.tradeup.com/news/253d984d6542b2f7cce7b67126ca1849","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955839480","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924941319,"gmtCreate":1672162079831,"gmtModify":1676538645335,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial.&nbsp;[Shy]&nbsp;","listText":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial.&nbsp;[Shy]&nbsp;","text":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial. [Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924941319","repostId":"2294655826","repostType":2,"repost":{"id":"2294655826","kind":"highlight","pubTimestamp":1672155571,"share":"https://ttm.financial/m/news/2294655826?lang=&edition=fundamental","pubTime":"2022-12-27 23:39","market":"us","language":"en","title":"Why Tesla Is One Stock I'd Avoid in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294655826","media":"Motley Fool","summary":"From leadership to a looming recession, the problems are piling up.","content":"<html><head></head><body><p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> looks like one of these.</p><p>Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let&#39;s look at a few.</p><h2>The Twitter debacle</h2><p>Elon Musk&#39;s purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO&#39;s offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk&#39;s focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO&#39;s focus more than ever.</p><p>Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn&#39;t the only problem for Tesla stock.</p><h2>Competition is coming -- fast</h2><p>Tesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.</p><p><img src=\"https://static.tigerbbs.com/49a6f1f7c29924a41b2c9ae0412f4999\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Tesla&#39;s U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, <b>Ford Motor Company</b> is spending $22 billion through 2025, and <b>General Motors</b> is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.</p><p>This doesn&#39;t mean Tesla can&#39;t compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.</p><h2>An economic triple-whammy</h2><p>Three major economic obstacles will make 2023 difficult:</p><ul><li>A likely recession</li><li>Rising interest rates</li><li>Cratering consumer confidence</li></ul><p>Electric vehicles, especially high-performance Teslas, don&#39;t come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.</p><p><img src=\"https://static.tigerbbs.com/290734397a5578ed683b6b63bd7736fb\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Yes, consumers have lower ownership costs because they don&#39;t have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla&#39;s results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.</p><p>To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.</p><p>Finally, consumer confidence is toiling near its Great Recession lows, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7215d7641b3cd0613df33d9dac8b074f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>US Index of Consumer Sentiment data by YCharts</p><p>Consumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.</p><p>Despite the stock&#39;s drop, Tesla still has the world&#39;s largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it&#39;s best to hold off investing in.</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>Why Tesla Is One Stock I'd Avoid in 2023</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\">\nWhy Tesla Is One Stock I'd Avoid in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/\">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.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294655826","content_text":"Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. Tesla looks like one of these.Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let's look at a few.The Twitter debacleElon Musk's purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO's offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk's focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO's focus more than ever.Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn't the only problem for Tesla stock.Competition is coming -- fastTesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.Image source: Statista.Tesla's U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, Ford Motor Company is spending $22 billion through 2025, and General Motors is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.This doesn't mean Tesla can't compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.An economic triple-whammyThree major economic obstacles will make 2023 difficult:A likely recessionRising interest ratesCratering consumer confidenceElectric vehicles, especially high-performance Teslas, don't come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.Image source: Statista.Yes, consumers have lower ownership costs because they don't have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla's results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.Finally, consumer confidence is toiling near its Great Recession lows, as shown below.US Index of Consumer Sentiment data by YChartsConsumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.Despite the stock's drop, Tesla still has the world's largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it's best to hold off investing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922803726,"gmtCreate":1671725482465,"gmtModify":1676538583560,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"400b+ market cap. Justify that.&nbsp;","listText":"400b+ market cap. Justify that.&nbsp;","text":"400b+ market cap. Justify that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922803726","repostId":"2293557321","repostType":2,"repost":{"id":"2293557321","kind":"highlight","pubTimestamp":1671782584,"share":"https://ttm.financial/m/news/2293557321?lang=&edition=fundamental","pubTime":"2022-12-23 16:03","market":"us","language":"en","title":"Tesla: Elon Musk, Bring The Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=2293557321","media":"Seeking Alpha","summary":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The twee","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.</li><li>The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.</li><li>Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver&#39;s seat for all things EV.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><h2>Tesla rocket finally coming back down to earth</h2><p>Tesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The &#34;it&#39;s the future, bro&#34; arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.</p><p>However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I&#39;m starting to change my mind about Tesla. I still don&#39;t buy into the revenue and earnings projections outside of the electric vehicle (&#34;EV&#34;) segment, but based on the EV segment alone, I&#39;m beginning to like the numbers.</p><p>I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.</p><p>I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.</p><h2>Nice dip</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30f55c37c8c36334719ebe5c4c3d734\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.</p><h2>Something seems different this time.</h2><p>One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It&#39;s possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.</p><p>To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the &#34;salad oil&#34; scandal.</p><p>Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.</p><h2>Boots on the ground</h2><p>It&#39;s been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.</p><p>At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.</p><p>This is simply one man&#39;s Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don&#39;t need to reconfigure existing internal combustion engine (&#34;ICE&#34;) operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.</p><h2>Twitter time</h2><p>Then came October, and Musk closed on the Twitter deal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/107862bddcfd4ae7525a37da59e825ee\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>From late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla&#39;s captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.</p><h2>Value</h2><p>For growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f653e63545af4f23fa18645c3cb4d8ff\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Looking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That&#39;s a hot number, and one of the primary catalysts in the share price ascension. When I say &#34;hot,&#34;, I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn&#39;t happen for long periods. Thus, taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.</p><h2>The balance sheet</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f1ce94535378da2e5ea5fecdffc1d\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Tesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.</p><h2>Balance sheet trends</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc7a7ace018dc9badcaf9690b3c5f74\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>A positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla&#39;s case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c440fb210a511c5fce6260696d814fce\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>We also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.</p><h2>Plant growth</h2><p>Another Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.</p><p>Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.</p><h2>Industry trends</h2><p>The inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.</p><p>Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fec1be0b52fd21d61e8cecdc30ab63\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>evadoption.com</span></p><p>Tesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there&#39;s still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn&#39;t get any more optimistic than that, but with Tesla&#39;s superior margins, that would be enough to satisfy my appetite.</p><h2>Catalysts</h2><p>The most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.</p><h2>Risks</h2><p>Risks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don&#39;t be surprised if Musk is able to create a share discount all by himself even if all other items execute.</p><h2>Conclusion</h2><p>I would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla&#39;s competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla&#39;s income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.</p><p>Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.</p><p><i>This article is written by Brett Ashcroft Green for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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: Elon Musk, Bring The Pain</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: Elon Musk, Bring The Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","LU2063271972.USD":"富兰克林创新领域基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293557321","content_text":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver's seat for all things EV.Xiaolu ChuTesla rocket finally coming back down to earthTesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The \"it's the future, bro\" arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I'm starting to change my mind about Tesla. I still don't buy into the revenue and earnings projections outside of the electric vehicle (\"EV\") segment, but based on the EV segment alone, I'm beginning to like the numbers.I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.Nice dipseeking alpha50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.Something seems different this time.One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It's possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the \"salad oil\" scandal.Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.Boots on the groundIt's been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.This is simply one man's Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don't need to reconfigure existing internal combustion engine (\"ICE\") operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.Twitter timeThen came October, and Musk closed on the Twitter deal:yahoo financeFrom late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla's captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.ValueFor growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.yahoo financeLooking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That's a hot number, and one of the primary catalysts in the share price ascension. When I say \"hot,\", I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn't happen for long periods. Thus, taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.The balance sheetyahoo financeTesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.Balance sheet trendsseeking alphaA positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla's case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.yahoo financeWe also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.Plant growthAnother Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.Industry trendsThe inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.evadoption.comTesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there's still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn't get any more optimistic than that, but with Tesla's superior margins, that would be enough to satisfy my appetite.CatalystsThe most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.RisksRisks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don't be surprised if Musk is able to create a share discount all by himself even if all other items execute.ConclusionI would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla's competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla's income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.This article is written by Brett Ashcroft Green for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926491345,"gmtCreate":1671596715987,"gmtModify":1676538561850,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"All the&nbsp;TSLA bulls have voted for Elon to stay as the head. Laughs","listText":"All the&nbsp;TSLA bulls have voted for Elon to stay as the head. Laughs","text":"All the TSLA bulls have voted for Elon to stay as the head. Laughs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926491345","repostId":"1165724734","repostType":2,"repost":{"id":"1165724734","kind":"news","pubTimestamp":1671595280,"share":"https://ttm.financial/m/news/1165724734?lang=&edition=fundamental","pubTime":"2022-12-21 12:01","market":"us","language":"en","title":"Tesla In Line For An Additional Significant Drop (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1165724734","media":"Seeking Alpha","summary":"Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.Tesla current monthly chart We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.We can see Tesla currently surging it's way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish case","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla appears to be facing headwinds on a number of fronts.</li><li>With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.</li><li>First, we will cover some of the latest news before moving to technical analysis.</li></ul><p>In this article we will examine why there appears to be no end in sight for Tesla&#39;s (NASDAQ: TSLA) share price drop before we move to the technicals to see where the price may be going next and if that will potentially be a bottom.</p><p>Tesla stock isn&#39;t having a great run of late touching into the mid $150 region as 2022 trading looks to come to a close.</p><p>The Twitter takeover by Tesla CEO Elon Musk has investors nervy about where he is focusing his already tight time schedule and it is reflected in the stock price with my much-coveted Tesla $176 article from April this year now clearly being bypassed for a lower price region.</p><p>As competition for the EV market in the US hots up, investors may be swayed to look to other manufactures considered on the rise for a greater portion of the market albeit Tesla clearly remains king with the largest market portion by far.</p><p>China also remains an issue with concerns over strict protracted lockdown policies weighing on demand for Tesla vehicles as the new year looms.</p><p>We will start the technical analysis by looking into what happened once $176 was achieved and how Tesla very nearly formed a three-wave pattern on the weekly chart suggesting an attempt to breakout higher from that region but as the old saying goes, &#34;nearly didn&#39;t get there&#34;.</p><p><img src=\"https://static.tigerbbs.com/3a8406981721aaea089524d3b3506225\" tg-width=\"640\" tg-height=\"938\" referrerpolicy=\"no-referrer\"/></p><p>Tesla weekly (C Trader)</p><p>We can see above bypassing $176, the stock actually dropped a further ten dollars to $166 before forming two bullish candles from that low which topped out circa $200, additionally a bearish rejection candle was then formed with the following opening week to make its decision, break above $200 or break below $166, the latter was clearly chosen.</p><p>So where could this share price be headed next? Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.</p><p><img src=\"https://static.tigerbbs.com/ae99117506e3bc18e2da921ba39675df\" tg-width=\"640\" tg-height=\"1000\" referrerpolicy=\"no-referrer\"/></p><p>Tesla current monthly chart (C Trader)</p><p>We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.</p><p>The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.</p><p>We can see Tesla currently surging it&#39;s way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish cases, equities have been known to turn around at this level, this is one scenario should Tesla arrive at that price region.</p><p>The second scenario is that there is no bullish pattern formed if Tesla does get there and looks to then head towards a numerical copy of the wave one and land at $51.</p><p>To finalize I would expect Tesla to firstly arrive at $122 within the next 30-90 days where I will be looking for turn around signals by way of a three-wave pattern if this equity reaches that price area. Should no bullish pattern emerge a significant drop it will be for Tesla as all eyes turn to the $50 region.</p><p><b>About the Three Wave Theory</b></p><p>The three-wave theory was designed to be able to identify exact probable price action of a financial instrument. A financial market cannot navigate it&#39;s way significantly higher or lower without making waves. Waves are essentially a mismatch between buyers and sellers and print a picture of a probable direction and target for a financial instrument. When waves one and two have been formed, it is the point of higher high/lower low that gives the technical indication of the future direction. A wave one will continue from a low to a high point before it finds significant enough rejection to then form the wave two. When a third wave breaks into a higher high/lower low the only probable numerical target bearing available on a financial chart is the equivalent of the wave one low to high point. It is highly probable that the wave three will look to numerically replicate wave one before it makes its future directional decision. It may continue past its third wave target but it is only the wave one evidence that a price was able to continue before rejection that is available to look to as a probable target for a third wave.</p></body></html>","source":"seekingalpha_fund","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 In Line For An Additional Significant Drop (Technical Analysis)</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 In Line For An Additional Significant Drop (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla appears to be facing headwinds on a number of fronts.With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.First, we will cover some of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis\">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://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165724734","content_text":"SummaryTesla appears to be facing headwinds on a number of fronts.With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.First, we will cover some of the latest news before moving to technical analysis.In this article we will examine why there appears to be no end in sight for Tesla's (NASDAQ: TSLA) share price drop before we move to the technicals to see where the price may be going next and if that will potentially be a bottom.Tesla stock isn't having a great run of late touching into the mid $150 region as 2022 trading looks to come to a close.The Twitter takeover by Tesla CEO Elon Musk has investors nervy about where he is focusing his already tight time schedule and it is reflected in the stock price with my much-coveted Tesla $176 article from April this year now clearly being bypassed for a lower price region.As competition for the EV market in the US hots up, investors may be swayed to look to other manufactures considered on the rise for a greater portion of the market albeit Tesla clearly remains king with the largest market portion by far.China also remains an issue with concerns over strict protracted lockdown policies weighing on demand for Tesla vehicles as the new year looms.We will start the technical analysis by looking into what happened once $176 was achieved and how Tesla very nearly formed a three-wave pattern on the weekly chart suggesting an attempt to breakout higher from that region but as the old saying goes, \"nearly didn't get there\".Tesla weekly (C Trader)We can see above bypassing $176, the stock actually dropped a further ten dollars to $166 before forming two bullish candles from that low which topped out circa $200, additionally a bearish rejection candle was then formed with the following opening week to make its decision, break above $200 or break below $166, the latter was clearly chosen.So where could this share price be headed next? Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.Tesla current monthly chart (C Trader)We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.We can see Tesla currently surging it's way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish cases, equities have been known to turn around at this level, this is one scenario should Tesla arrive at that price region.The second scenario is that there is no bullish pattern formed if Tesla does get there and looks to then head towards a numerical copy of the wave one and land at $51.To finalize I would expect Tesla to firstly arrive at $122 within the next 30-90 days where I will be looking for turn around signals by way of a three-wave pattern if this equity reaches that price area. Should no bullish pattern emerge a significant drop it will be for Tesla as all eyes turn to the $50 region.About the Three Wave TheoryThe three-wave theory was designed to be able to identify exact probable price action of a financial instrument. A financial market cannot navigate it's way significantly higher or lower without making waves. Waves are essentially a mismatch between buyers and sellers and print a picture of a probable direction and target for a financial instrument. When waves one and two have been formed, it is the point of higher high/lower low that gives the technical indication of the future direction. A wave one will continue from a low to a high point before it finds significant enough rejection to then form the wave two. When a third wave breaks into a higher high/lower low the only probable numerical target bearing available on a financial chart is the equivalent of the wave one low to high point. It is highly probable that the wave three will look to numerically replicate wave one before it makes its future directional decision. It may continue past its third wave target but it is only the wave one evidence that a price was able to continue before rejection that is available to look to as a probable target for a third wave.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928964091,"gmtCreate":1671170545314,"gmtModify":1676538503359,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.&nbsp;","listText":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.&nbsp;","text":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928964091","repostId":"2291068747","repostType":2,"repost":{"id":"2291068747","kind":"highlight","pubTimestamp":1671173987,"share":"https://ttm.financial/m/news/2291068747?lang=&edition=fundamental","pubTime":"2022-12-16 14:59","market":"us","language":"en","title":"With A Forward P/E Of 28, Is Tesla Now A Value Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068747","media":"Seeking Alpha","summary":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agre","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down ~60% YTD, Tesla now trades at 39x this year&#39;s earnings and 28x next year.</li><li>Most would agree the decline is not just macro, as the Twitter distraction and Musk&#39;s political statements are weighing heavily on the price.</li><li>Regardless of controversy, today&#39;s valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e3fd66a8e0832eaf756523b866b2b36\" tg-width=\"750\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><span>Joe Raedle</span></p><p>Not looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.</p><p>On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk&#39;s behavior.</p><blockquote>As a CEO he is so associated with that brand, that the positions he&#39;s taking on social and political things, on balance that&#39;s a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it&#39;s one, maybe it&#39;s twice a year, but no more than that.</blockquote><p>Hmm, it&#39;s hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.</p><p>But at the same time, that&#39;s what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk&#39;s larger than life personality is why Tesla hasn&#39;t had to advertise.</p><p>Due to Seeking Alpha&#39;s political comment rules, I will not be discussing Musk&#39;s latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.</p><h2>Twitter and Musk rants aside, are things that bad?</h2><p>This too shall pass. It&#39;s one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let&#39;s summarize the negatives in the headlines right now:</p><ul><li>Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.</li><li>Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.</li><li>Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.</li></ul><p>To counteract that last thing, Tesla has been doing something they&#39;re not known for... discounting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd59da6916e1225ac6f4963095411334\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Tesla.com</span></p><p>Speaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla&#39;s inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.</p><p>The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.</p><p>Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they&#39;re saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren&#39;t doing that.</p><h2>Tesla vs. automakers</h2><p>Upfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30a0ab631e642db8e411e1e690283ae\" tg-width=\"635\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>An earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it&#39;s something like 10-13x, which is still 1/4th that of Tesla&#39;s multiple right now.</p><p>Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn&#39;t. The margins demonstrate this:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa7161629370bf9ebbc163af7cf1862\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can&#39;t fulfill regulatory requirements, because they have to offset ICE production.</p><p>Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can&#39;t beat &#39;em, join &#39;em. Rather than rant about this, you could reap the benefits by being a shareholder.</p><h2>Valuing Tesla as something else</h2><p>The primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5886862e4dcd8d60a6b272b8f62b93d5\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>When you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.</p><p>The bears are 100% right in that today, yes, the vast majority of Tesla&#39;s revenue comes from product sales. No, I don&#39;t mean solar roofs or backup batteries for your home. Rather, it&#39;s almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.</p><p>But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?</p><p>The opinions on FSD and potential future revenue from it is covered ad nauseum so I won&#39;t do the same here. Nor will I pretend to know, unlike many others who make projections.</p><p>Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.</p><p>Nor will I give Elon Musk credit for his promises. I mean let&#39;s be blunt here, he&#39;s the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.</p><p>For those reasons, I don&#39;t know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/112e3aa61d623a07ad66354191c4c3ee\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b70ccd4a4006e3b7416b0bceaa2580\" tg-width=\"640\" tg-height=\"259\" referrerpolicy=\"no-referrer\"/><span>Consensus earnings estimates (Seeking Alpha)</span></p><p>Tesla&#39;s other bets are not being valued as wildly and as such, I don&#39;t mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.</p><p>This article is written by Michael Dolen for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","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>With A Forward P/E Of 28, Is Tesla Now A Value Stock?</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\">\nWith A Forward P/E Of 28, Is Tesla Now A Value Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","BK4202":"服装、服饰与奢侈品","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068747","content_text":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are weighing heavily on the price.Regardless of controversy, today's valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.Joe RaedleNot looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk's behavior.As a CEO he is so associated with that brand, that the positions he's taking on social and political things, on balance that's a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it's one, maybe it's twice a year, but no more than that.Hmm, it's hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.But at the same time, that's what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk's larger than life personality is why Tesla hasn't had to advertise.Due to Seeking Alpha's political comment rules, I will not be discussing Musk's latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.Twitter and Musk rants aside, are things that bad?This too shall pass. It's one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let's summarize the negatives in the headlines right now:Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.To counteract that last thing, Tesla has been doing something they're not known for... discounting.Tesla.comSpeaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla's inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they're saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren't doing that.Tesla vs. automakersUpfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.Data by YChartsAn earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it's something like 10-13x, which is still 1/4th that of Tesla's multiple right now.Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn't. The margins demonstrate this:Data by YChartsThe bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can't fulfill regulatory requirements, because they have to offset ICE production.Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can't beat 'em, join 'em. Rather than rant about this, you could reap the benefits by being a shareholder.Valuing Tesla as something elseThe primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.Data by YChartsWhen you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.The bears are 100% right in that today, yes, the vast majority of Tesla's revenue comes from product sales. No, I don't mean solar roofs or backup batteries for your home. Rather, it's almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?The opinions on FSD and potential future revenue from it is covered ad nauseum so I won't do the same here. Nor will I pretend to know, unlike many others who make projections.Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.Nor will I give Elon Musk credit for his promises. I mean let's be blunt here, he's the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.For those reasons, I don't know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.Data by YChartsConsensus earnings estimates (Seeking Alpha)Tesla's other bets are not being valued as wildly and as such, I don't mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.This article is written by Michael Dolen for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986926159,"gmtCreate":1666878629872,"gmtModify":1676537822303,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986926159","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986928041,"gmtCreate":1666878505184,"gmtModify":1676537822266,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>Tiger forum is my fav social media platform&nbsp;[Heart]&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>Tiger forum is my fav social media platform&nbsp;[Heart]&nbsp;","text":"$Meta Platforms, Inc.(META)$Tiger forum is my fav social media platform [Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986928041","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986962535,"gmtCreate":1666877814827,"gmtModify":1676537821964,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/META 20221028 115.0 PUT\">$META 20221028 115.0 PUT$ </a><a href=\"https://ttm.financial/OPT/META 20221028 115.0 PUT\">$META 20221028 115.0 PUT$</a>&nbsp;[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/META 20221028 115.0 PUT\">$META 20221028 115.0 PUT$ </a><a href=\"https://ttm.financial/OPT/META 20221028 115.0 PUT\">$META 20221028 115.0 PUT$</a>&nbsp;[Facepalm]&nbsp;","text":"$META 20221028 115.0 PUT$ $META 20221028 115.0 PUT$ [Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/15cba3c0d3c2dfbbe2b13a2294e3a7dc","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986962535","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094293296,"gmtCreate":1645146776390,"gmtModify":1676534002934,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/FB 20220218 205.0 PUT\">$FB 20220218 205.0 PUT$</a>Taking advantage of weakness.&nbsp;[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/FB 20220218 205.0 PUT\">$FB 20220218 205.0 PUT$</a>Taking advantage of weakness.&nbsp;[LOL]&nbsp;","text":"$FB 20220218 205.0 PUT$Taking advantage of weakness. [LOL]","images":[{"img":"https://static.itradeup.com/news/ee9b75ef032324b31ecf9f4dc47c5c9f","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094293296","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9095555705,"gmtCreate":1644966994031,"gmtModify":1676533979995,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20220218 275.0 CALL\">$NVDA 20220218 275.0 CALL$</a>There we go~ I feel bad selling the other NVDA calls now[Cry]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20220218 275.0 CALL\">$NVDA 20220218 275.0 CALL$</a>There we go~ I feel bad selling the other NVDA calls now[Cry]&nbsp;&nbsp;","text":"$NVDA 20220218 275.0 CALL$There we go~ I feel bad selling the other NVDA calls now[Cry]","images":[{"img":"https://static.itradeup.com/news/0f6f38191aeba372acea8146196961d9","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095555705","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9957820367,"gmtCreate":1677163921060,"gmtModify":1677163924462,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$&nbsp;</a>&nbsp;What goes down, must come up. Ok fine, not everything is like that.&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230303 235.0 CALL\">$NVDA 20230303 235.0 CALL$&nbsp;</a>&nbsp;What goes down, must come up. Ok fine, not everything is like that.&nbsp;[Happy]&nbsp;","text":"$NVDA 20230303 235.0 CALL$ $NVDA 20230303 235.0 CALL$ What goes down, must come up. Ok fine, not everything is like that. [Happy]","images":[{"img":"https://community-static.tradeup.com/news/941cc0fc431fc4ba653322b69923e5ca","width":"1179","height":"2316"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":33,"repostSize":2,"link":"https://ttm.financial/post/9957820367","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099055911687490","authorId":"4099055911687490","name":"fxaw","avatar":"https://static.tigerbbs.com/7bf0e9c298f9958d519f7089fb539fd1","crmLevel":5,"crmLevelSwitch":1,"idStr":"4099055911687490","authorIdStr":"4099055911687490"},"content":"very nice if always like that","text":"very nice if always like that","html":"very nice if always like that"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943917835,"gmtCreate":1679038080127,"gmtModify":1679038084672,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Hitting exact&nbsp;stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium.&nbsp;[Angry]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$ </a><a href=\"https://ttm.financial/OPT/NVDA 20230317 245.0 CALL\">$NVDA 20230317 245.0 CALL$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Hitting exact&nbsp;stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium.&nbsp;[Angry]&nbsp;","text":"$NVDA 20230317 245.0 CALL$ $NVDA 20230317 245.0 CALL$ $NVIDIA Corp(NVDA)$ Hitting exact stop loss after going to bed on Wednesday. Having to buy the call again on Thursday at a higher premium. [Angry]","images":[{"img":"https://community-static.tradeup.com/news/6787bf2b6d566fbf1471747c2f49d60b","width":"1179","height":"2316"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/9943917835","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":318583301,"gmtCreate":1611870787003,"gmtModify":1704865063988,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"Even Tiger broker is stopping the buy ordersfor <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>?&nbsp;","listText":"Even Tiger broker is stopping the buy ordersfor <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>?&nbsp;","text":"Even Tiger broker is stopping the buy ordersfor $GameStop(GME)$$AMC Entertainment(AMC)$?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/318583301","isVote":1,"tweetType":1,"viewCount":4285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573098011725473","authorId":"3573098011725473","name":"Hwsum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3573098011725473","authorIdStr":"3573098011725473"},"content":"ya.. when will they lift this ban. Other broker can buy?","text":"ya.. when will they lift this ban. Other broker can buy?","html":"ya.. when will they lift this ban. Other broker can buy?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926491345,"gmtCreate":1671596715987,"gmtModify":1676538561850,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"All the&nbsp;TSLA bulls have voted for Elon to stay as the head. Laughs","listText":"All the&nbsp;TSLA bulls have voted for Elon to stay as the head. Laughs","text":"All the TSLA bulls have voted for Elon to stay as the head. Laughs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926491345","repostId":"1165724734","repostType":2,"repost":{"id":"1165724734","kind":"news","pubTimestamp":1671595280,"share":"https://ttm.financial/m/news/1165724734?lang=&edition=fundamental","pubTime":"2022-12-21 12:01","market":"us","language":"en","title":"Tesla In Line For An Additional Significant Drop (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1165724734","media":"Seeking Alpha","summary":"Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.Tesla current monthly chart We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.We can see Tesla currently surging it's way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish case","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla appears to be facing headwinds on a number of fronts.</li><li>With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.</li><li>First, we will cover some of the latest news before moving to technical analysis.</li></ul><p>In this article we will examine why there appears to be no end in sight for Tesla&#39;s (NASDAQ: TSLA) share price drop before we move to the technicals to see where the price may be going next and if that will potentially be a bottom.</p><p>Tesla stock isn&#39;t having a great run of late touching into the mid $150 region as 2022 trading looks to come to a close.</p><p>The Twitter takeover by Tesla CEO Elon Musk has investors nervy about where he is focusing his already tight time schedule and it is reflected in the stock price with my much-coveted Tesla $176 article from April this year now clearly being bypassed for a lower price region.</p><p>As competition for the EV market in the US hots up, investors may be swayed to look to other manufactures considered on the rise for a greater portion of the market albeit Tesla clearly remains king with the largest market portion by far.</p><p>China also remains an issue with concerns over strict protracted lockdown policies weighing on demand for Tesla vehicles as the new year looms.</p><p>We will start the technical analysis by looking into what happened once $176 was achieved and how Tesla very nearly formed a three-wave pattern on the weekly chart suggesting an attempt to breakout higher from that region but as the old saying goes, &#34;nearly didn&#39;t get there&#34;.</p><p><img src=\"https://static.tigerbbs.com/3a8406981721aaea089524d3b3506225\" tg-width=\"640\" tg-height=\"938\" referrerpolicy=\"no-referrer\"/></p><p>Tesla weekly (C Trader)</p><p>We can see above bypassing $176, the stock actually dropped a further ten dollars to $166 before forming two bullish candles from that low which topped out circa $200, additionally a bearish rejection candle was then formed with the following opening week to make its decision, break above $200 or break below $166, the latter was clearly chosen.</p><p>So where could this share price be headed next? Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.</p><p><img src=\"https://static.tigerbbs.com/ae99117506e3bc18e2da921ba39675df\" tg-width=\"640\" tg-height=\"1000\" referrerpolicy=\"no-referrer\"/></p><p>Tesla current monthly chart (C Trader)</p><p>We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.</p><p>The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.</p><p>We can see Tesla currently surging it&#39;s way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish cases, equities have been known to turn around at this level, this is one scenario should Tesla arrive at that price region.</p><p>The second scenario is that there is no bullish pattern formed if Tesla does get there and looks to then head towards a numerical copy of the wave one and land at $51.</p><p>To finalize I would expect Tesla to firstly arrive at $122 within the next 30-90 days where I will be looking for turn around signals by way of a three-wave pattern if this equity reaches that price area. Should no bullish pattern emerge a significant drop it will be for Tesla as all eyes turn to the $50 region.</p><p><b>About the Three Wave Theory</b></p><p>The three-wave theory was designed to be able to identify exact probable price action of a financial instrument. A financial market cannot navigate it&#39;s way significantly higher or lower without making waves. Waves are essentially a mismatch between buyers and sellers and print a picture of a probable direction and target for a financial instrument. When waves one and two have been formed, it is the point of higher high/lower low that gives the technical indication of the future direction. A wave one will continue from a low to a high point before it finds significant enough rejection to then form the wave two. When a third wave breaks into a higher high/lower low the only probable numerical target bearing available on a financial chart is the equivalent of the wave one low to high point. It is highly probable that the wave three will look to numerically replicate wave one before it makes its future directional decision. It may continue past its third wave target but it is only the wave one evidence that a price was able to continue before rejection that is available to look to as a probable target for a third wave.</p></body></html>","source":"seekingalpha_fund","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 In Line For An Additional Significant Drop (Technical Analysis)</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 In Line For An Additional Significant Drop (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla appears to be facing headwinds on a number of fronts.With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.First, we will cover some of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis\">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://seekingalpha.com/article/4565403-tesla-in-line-for-an-additional-significant-drop-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165724734","content_text":"SummaryTesla appears to be facing headwinds on a number of fronts.With clear bearish targets outlined, we will look at what price region Tesla may be arriving at next.First, we will cover some of the latest news before moving to technical analysis.In this article we will examine why there appears to be no end in sight for Tesla's (NASDAQ: TSLA) share price drop before we move to the technicals to see where the price may be going next and if that will potentially be a bottom.Tesla stock isn't having a great run of late touching into the mid $150 region as 2022 trading looks to come to a close.The Twitter takeover by Tesla CEO Elon Musk has investors nervy about where he is focusing his already tight time schedule and it is reflected in the stock price with my much-coveted Tesla $176 article from April this year now clearly being bypassed for a lower price region.As competition for the EV market in the US hots up, investors may be swayed to look to other manufactures considered on the rise for a greater portion of the market albeit Tesla clearly remains king with the largest market portion by far.China also remains an issue with concerns over strict protracted lockdown policies weighing on demand for Tesla vehicles as the new year looms.We will start the technical analysis by looking into what happened once $176 was achieved and how Tesla very nearly formed a three-wave pattern on the weekly chart suggesting an attempt to breakout higher from that region but as the old saying goes, \"nearly didn't get there\".Tesla weekly (C Trader)We can see above bypassing $176, the stock actually dropped a further ten dollars to $166 before forming two bullish candles from that low which topped out circa $200, additionally a bearish rejection candle was then formed with the following opening week to make its decision, break above $200 or break below $166, the latter was clearly chosen.So where could this share price be headed next? Now we will move to the monthly chart and delve into the bearish wave structure that has yet to complete.Tesla current monthly chart (C Trader)We can see the wave one $414 to $233 with the wave two making its way from that price region to circa $390.The wave three then becomes confirmed with the drop from circa $390 to below the $233 support.We can see Tesla currently surging it's way south towards the next technical stop of $122. This is the Fibonacci 161 from the three-wave structure and in bearish cases, equities have been known to turn around at this level, this is one scenario should Tesla arrive at that price region.The second scenario is that there is no bullish pattern formed if Tesla does get there and looks to then head towards a numerical copy of the wave one and land at $51.To finalize I would expect Tesla to firstly arrive at $122 within the next 30-90 days where I will be looking for turn around signals by way of a three-wave pattern if this equity reaches that price area. Should no bullish pattern emerge a significant drop it will be for Tesla as all eyes turn to the $50 region.About the Three Wave TheoryThe three-wave theory was designed to be able to identify exact probable price action of a financial instrument. A financial market cannot navigate it's way significantly higher or lower without making waves. Waves are essentially a mismatch between buyers and sellers and print a picture of a probable direction and target for a financial instrument. When waves one and two have been formed, it is the point of higher high/lower low that gives the technical indication of the future direction. A wave one will continue from a low to a high point before it finds significant enough rejection to then form the wave two. When a third wave breaks into a higher high/lower low the only probable numerical target bearing available on a financial chart is the equivalent of the wave one low to high point. It is highly probable that the wave three will look to numerically replicate wave one before it makes its future directional decision. It may continue past its third wave target but it is only the wave one evidence that a price was able to continue before rejection that is available to look to as a probable target for a third wave.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091155234,"gmtCreate":1643812733238,"gmtModify":1676533858907,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/FB 20220204 330.0 CALL\">$FB 20220204 330.0 CALL$</a><a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>700% gain is good enough. Keeping just a few more for a hopeful positive earnings call.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/FB 20220204 330.0 CALL\">$FB 20220204 330.0 CALL$</a><a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>700% gain is good enough. Keeping just a few more for a hopeful positive earnings call.&nbsp;","text":"$FB 20220204 330.0 CALL$$Meta Platforms, Inc.(FB)$700% gain is good enough. Keeping just a few more for a hopeful positive earnings call.","images":[{"img":"https://static.itradeup.com/news/685c5d4ac393fd874a6be99d682e1d54","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091155234","isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105252398337370","authorId":"4105252398337370","name":"J Han","avatar":"https://community-static.tradeup.com/news/c8078d5d5d5272febb193e4b5eea064c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4105252398337370","authorIdStr":"4105252398337370"},"content":"looking at the post market","text":"looking at the post market","html":"looking at the post market"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9095138966,"gmtCreate":1644849144790,"gmtModify":1676533967558,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SE 20220218 140.0 PUT\">$SE 20220218 140.0 PUT$</a>Well, ITM now. Sold most. Keeping a few and see where it goes.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SE 20220218 140.0 PUT\">$SE 20220218 140.0 PUT$</a>Well, ITM now. Sold most. Keeping a few and see where it goes.&nbsp;","text":"$SE 20220218 140.0 PUT$Well, ITM now. Sold most. Keeping a few and see where it goes.","images":[{"img":"https://static.itradeup.com/news/ae51dcddd8ff78960a0016b2de3eb4a5","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095138966","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"Master_z","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3573388909005978","authorIdStr":"3573388909005978"},"content":"Any other stocks you're shorting?","text":"Any other stocks you're shorting?","html":"Any other stocks you're shorting?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092501339,"gmtCreate":1644645896830,"gmtModify":1676533950681,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SE 20220218 140.0 PUT\">$SE 20220218 140.0 PUT$</a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Let's see if SE will continue to underperform&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SE 20220218 140.0 PUT\">$SE 20220218 140.0 PUT$</a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Let's see if SE will continue to underperform&nbsp;","text":"$SE 20220218 140.0 PUT$$Sea Ltd(SE)$Let's see if SE will continue to underperform","images":[{"img":"https://static.itradeup.com/news/8fc75bc7e1255c1d4484f909b62a876e","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092501339","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091369350,"gmtCreate":1643777153451,"gmtModify":1676533855359,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/FB 20220204 330.0 CALL\">$FB 20220204 330.0 CALL$</a><a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>First 1000% gains&nbsp;options in the year of tiger when the market opens?&nbsp;Would be higher (of cos riskier as well) if I caught the bottom of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>instead. Let's see if the earnings call for FB canpush it another leg up.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/FB 20220204 330.0 CALL\">$FB 20220204 330.0 CALL$</a><a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>First 1000% gains&nbsp;options in the year of tiger when the market opens?&nbsp;Would be higher (of cos riskier as well) if I caught the bottom of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>instead. Let's see if the earnings call for FB canpush it another leg up.&nbsp;","text":"$FB 20220204 330.0 CALL$$Meta Platforms, Inc.(FB)$First 1000% gains options in the year of tiger when the market opens? Would be higher (of cos riskier as well) if I caught the bottom of $NVIDIA Corp(NVDA)$instead. Let's see if the earnings call for FB canpush it another leg up.","images":[{"img":"https://static.itradeup.com/news/3b589d08c6ef4e07dc5177d0f2975d92","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091369350","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":311592738,"gmtCreate":1611809593324,"gmtModify":1704863765225,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>$30 !","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>$30 !","text":"$AMC Entertainment(AMC)$$30 !","images":[{"img":"https://static.tigerbbs.com/4139d7294ea1030ea0556d6822f3542d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/311592738","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561084656165923","authorId":"3561084656165923","name":"Jasoncgs","avatar":"https://static.tigerbbs.com/1622d5cfadd1fed439627266676535c8","crmLevel":7,"crmLevelSwitch":1,"idStr":"3561084656165923","authorIdStr":"3561084656165923"},"content":"U thInk can 30?","text":"U thInk can 30?","html":"U thInk can 30?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955854584,"gmtCreate":1675351649348,"gmtModify":1676538995972,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;That's it ~ close shop for another few weeks.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$ </a><a href=\"https://ttm.financial/OPT/META 20230203 172.5 CALL\">$META 20230203 172.5 CALL$&nbsp;</a>&nbsp;That's it ~ close shop for another few weeks.&nbsp;","text":"$META 20230203 172.5 CALL$ $META 20230203 172.5 CALL$ That's it ~ close shop for another few weeks.","images":[{"img":"https://community-static.tradeup.com/news/3b1a97eef79b15ba5169c60b1d08eb95","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955854584","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9095189618,"gmtCreate":1644851182389,"gmtModify":1676533967951,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><a href=\"https://ttm.financial/U/3567677840969285\">@Louisyeo</a>let me feed a troll. That was 10 lots on NVDA put on 250 strike price. Take aguess where it would be if I sold when it gotto 240 near closing, I don't know cos I didn't[Happy]&nbsp;[Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><a href=\"https://ttm.financial/U/3567677840969285\">@Louisyeo</a>let me feed a troll. That was 10 lots on NVDA put on 250 strike price. Take aguess where it would be if I sold when it gotto 240 near closing, I don't know cos I didn't[Happy]&nbsp;[Happy]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$$Sea Ltd(SE)$@Louisyeolet me feed a troll. That was 10 lots on NVDA put on 250 strike price. Take aguess where it would be if I sold when it gotto 240 near closing, I don't know cos I didn't[Happy] [Happy]","images":[{"img":"https://static.itradeup.com/news/ebb4c2d66e46c5220a5b836755d2a304","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095189618","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":380744534,"gmtCreate":1612604068428,"gmtModify":1704873183476,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Keep adding","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Keep adding","text":"$Bionano Genomics(BNGO)$Keep adding","images":[{"img":"https://static.tigerbbs.com/ab6d9ec866053c6c6fc3b400dc4c01f2","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/380744534","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":337985847,"gmtCreate":1611052179289,"gmtModify":1704857682882,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Up we go.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Up we go.&nbsp;","text":"$Bionano Genomics(BNGO)$Up we go.","images":[{"img":"https://static.tigerbbs.com/ed6da7f4d8e6f5b7e4de50b86700941c","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/337985847","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when your initial post [Bixin] [Bixin] comes, I hope you can have a good time and earn a good time in Tiger Community! If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924941319,"gmtCreate":1672162079831,"gmtModify":1676538645335,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial.&nbsp;[Shy]&nbsp;","listText":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial.&nbsp;[Shy]&nbsp;","text":"Anyone who quotes Elon musk after the recenttwitter drama is simply living in denial. [Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924941319","repostId":"2294655826","repostType":2,"repost":{"id":"2294655826","kind":"highlight","pubTimestamp":1672155571,"share":"https://ttm.financial/m/news/2294655826?lang=&edition=fundamental","pubTime":"2022-12-27 23:39","market":"us","language":"en","title":"Why Tesla Is One Stock I'd Avoid in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294655826","media":"Motley Fool","summary":"From leadership to a looming recession, the problems are piling up.","content":"<html><head></head><body><p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> looks like one of these.</p><p>Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let&#39;s look at a few.</p><h2>The Twitter debacle</h2><p>Elon Musk&#39;s purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO&#39;s offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk&#39;s focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO&#39;s focus more than ever.</p><p>Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn&#39;t the only problem for Tesla stock.</p><h2>Competition is coming -- fast</h2><p>Tesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.</p><p><img src=\"https://static.tigerbbs.com/49a6f1f7c29924a41b2c9ae0412f4999\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Tesla&#39;s U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, <b>Ford Motor Company</b> is spending $22 billion through 2025, and <b>General Motors</b> is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.</p><p>This doesn&#39;t mean Tesla can&#39;t compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.</p><h2>An economic triple-whammy</h2><p>Three major economic obstacles will make 2023 difficult:</p><ul><li>A likely recession</li><li>Rising interest rates</li><li>Cratering consumer confidence</li></ul><p>Electric vehicles, especially high-performance Teslas, don&#39;t come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.</p><p><img src=\"https://static.tigerbbs.com/290734397a5578ed683b6b63bd7736fb\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Yes, consumers have lower ownership costs because they don&#39;t have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla&#39;s results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.</p><p>To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.</p><p>Finally, consumer confidence is toiling near its Great Recession lows, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7215d7641b3cd0613df33d9dac8b074f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>US Index of Consumer Sentiment data by YCharts</p><p>Consumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.</p><p>Despite the stock&#39;s drop, Tesla still has the world&#39;s largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it&#39;s best to hold off investing in.</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>Why Tesla Is One Stock I'd Avoid in 2023</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\">\nWhy Tesla Is One Stock I'd Avoid in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/\">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.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294655826","content_text":"Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. Tesla looks like one of these.Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let's look at a few.The Twitter debacleElon Musk's purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO's offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk's focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO's focus more than ever.Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn't the only problem for Tesla stock.Competition is coming -- fastTesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.Image source: Statista.Tesla's U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, Ford Motor Company is spending $22 billion through 2025, and General Motors is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.This doesn't mean Tesla can't compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.An economic triple-whammyThree major economic obstacles will make 2023 difficult:A likely recessionRising interest ratesCratering consumer confidenceElectric vehicles, especially high-performance Teslas, don't come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.Image source: Statista.Yes, consumers have lower ownership costs because they don't have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla's results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.Finally, consumer confidence is toiling near its Great Recession lows, as shown below.US Index of Consumer Sentiment data by YChartsConsumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.Despite the stock's drop, Tesla still has the world's largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it's best to hold off investing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386268662,"gmtCreate":1613185973356,"gmtModify":1704879309432,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"title":"BNGO pennant breakout to next resistance","htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a> mentioned before that it is breaking upwards. I hope everyone bought in at $12.40!","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a> mentioned before that it is breaking upwards. I hope everyone bought in at $12.40!","text":"$Bionano Genomics(BNGO)$$Bionano Genomics(BNGO)$ mentioned before that it is breaking upwards. I hope everyone bought in at $12.40!","images":[{"img":"https://static.tigerbbs.com/21355536310b042032ca360ea74bbad9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/386268662","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388266588,"gmtCreate":1613058344644,"gmtModify":1704878007601,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>consolidating very well. 60mins charting, looking to break upwards soon.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>consolidating very well. 60mins charting, looking to break upwards soon.&nbsp;","text":"$Bionano Genomics(BNGO)$consolidating very well. 60mins charting, looking to break upwards soon.","images":[{"img":"https://static.tigerbbs.com/e75f4e866433b6146c8a1e03a4396e69","width":"1635","height":"459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388266588","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9928964091,"gmtCreate":1671170545314,"gmtModify":1676538503359,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.&nbsp;","listText":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.&nbsp;","text":"\"Mad genius\". At this point, it's just \"mad\". They need to discount the \"genius\" away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928964091","repostId":"2291068747","repostType":2,"repost":{"id":"2291068747","kind":"highlight","pubTimestamp":1671173987,"share":"https://ttm.financial/m/news/2291068747?lang=&edition=fundamental","pubTime":"2022-12-16 14:59","market":"us","language":"en","title":"With A Forward P/E Of 28, Is Tesla Now A Value Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068747","media":"Seeking Alpha","summary":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agre","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down ~60% YTD, Tesla now trades at 39x this year&#39;s earnings and 28x next year.</li><li>Most would agree the decline is not just macro, as the Twitter distraction and Musk&#39;s political statements are weighing heavily on the price.</li><li>Regardless of controversy, today&#39;s valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e3fd66a8e0832eaf756523b866b2b36\" tg-width=\"750\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><span>Joe Raedle</span></p><p>Not looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.</p><p>On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk&#39;s behavior.</p><blockquote>As a CEO he is so associated with that brand, that the positions he&#39;s taking on social and political things, on balance that&#39;s a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it&#39;s one, maybe it&#39;s twice a year, but no more than that.</blockquote><p>Hmm, it&#39;s hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.</p><p>But at the same time, that&#39;s what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk&#39;s larger than life personality is why Tesla hasn&#39;t had to advertise.</p><p>Due to Seeking Alpha&#39;s political comment rules, I will not be discussing Musk&#39;s latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.</p><h2>Twitter and Musk rants aside, are things that bad?</h2><p>This too shall pass. It&#39;s one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let&#39;s summarize the negatives in the headlines right now:</p><ul><li>Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.</li><li>Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.</li><li>Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.</li></ul><p>To counteract that last thing, Tesla has been doing something they&#39;re not known for... discounting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd59da6916e1225ac6f4963095411334\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Tesla.com</span></p><p>Speaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla&#39;s inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.</p><p>The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.</p><p>Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they&#39;re saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren&#39;t doing that.</p><h2>Tesla vs. automakers</h2><p>Upfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30a0ab631e642db8e411e1e690283ae\" tg-width=\"635\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>An earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it&#39;s something like 10-13x, which is still 1/4th that of Tesla&#39;s multiple right now.</p><p>Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn&#39;t. The margins demonstrate this:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa7161629370bf9ebbc163af7cf1862\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can&#39;t fulfill regulatory requirements, because they have to offset ICE production.</p><p>Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can&#39;t beat &#39;em, join &#39;em. Rather than rant about this, you could reap the benefits by being a shareholder.</p><h2>Valuing Tesla as something else</h2><p>The primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5886862e4dcd8d60a6b272b8f62b93d5\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>When you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.</p><p>The bears are 100% right in that today, yes, the vast majority of Tesla&#39;s revenue comes from product sales. No, I don&#39;t mean solar roofs or backup batteries for your home. Rather, it&#39;s almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.</p><p>But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?</p><p>The opinions on FSD and potential future revenue from it is covered ad nauseum so I won&#39;t do the same here. Nor will I pretend to know, unlike many others who make projections.</p><p>Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.</p><p>Nor will I give Elon Musk credit for his promises. I mean let&#39;s be blunt here, he&#39;s the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.</p><p>For those reasons, I don&#39;t know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/112e3aa61d623a07ad66354191c4c3ee\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b70ccd4a4006e3b7416b0bceaa2580\" tg-width=\"640\" tg-height=\"259\" referrerpolicy=\"no-referrer\"/><span>Consensus earnings estimates (Seeking Alpha)</span></p><p>Tesla&#39;s other bets are not being valued as wildly and as such, I don&#39;t mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.</p><p>This article is written by Michael Dolen for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","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>With A Forward P/E Of 28, Is Tesla Now A Value Stock?</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\">\nWith A Forward P/E Of 28, Is Tesla Now A Value Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","BK4202":"服装、服饰与奢侈品","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068747","content_text":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are weighing heavily on the price.Regardless of controversy, today's valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.Joe RaedleNot looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk's behavior.As a CEO he is so associated with that brand, that the positions he's taking on social and political things, on balance that's a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it's one, maybe it's twice a year, but no more than that.Hmm, it's hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.But at the same time, that's what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk's larger than life personality is why Tesla hasn't had to advertise.Due to Seeking Alpha's political comment rules, I will not be discussing Musk's latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.Twitter and Musk rants aside, are things that bad?This too shall pass. It's one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let's summarize the negatives in the headlines right now:Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.To counteract that last thing, Tesla has been doing something they're not known for... discounting.Tesla.comSpeaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla's inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they're saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren't doing that.Tesla vs. automakersUpfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.Data by YChartsAn earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it's something like 10-13x, which is still 1/4th that of Tesla's multiple right now.Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn't. The margins demonstrate this:Data by YChartsThe bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can't fulfill regulatory requirements, because they have to offset ICE production.Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can't beat 'em, join 'em. Rather than rant about this, you could reap the benefits by being a shareholder.Valuing Tesla as something elseThe primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.Data by YChartsWhen you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.The bears are 100% right in that today, yes, the vast majority of Tesla's revenue comes from product sales. No, I don't mean solar roofs or backup batteries for your home. Rather, it's almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?The opinions on FSD and potential future revenue from it is covered ad nauseum so I won't do the same here. Nor will I pretend to know, unlike many others who make projections.Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.Nor will I give Elon Musk credit for his promises. I mean let's be blunt here, he's the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.For those reasons, I don't know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.Data by YChartsConsensus earnings estimates (Seeking Alpha)Tesla's other bets are not being valued as wildly and as such, I don't mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.This article is written by Michael Dolen for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922803726,"gmtCreate":1671725482465,"gmtModify":1676538583560,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"400b+ market cap. Justify that.&nbsp;","listText":"400b+ market cap. Justify that.&nbsp;","text":"400b+ market cap. Justify that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922803726","repostId":"2293557321","repostType":2,"repost":{"id":"2293557321","kind":"highlight","pubTimestamp":1671782584,"share":"https://ttm.financial/m/news/2293557321?lang=&edition=fundamental","pubTime":"2022-12-23 16:03","market":"us","language":"en","title":"Tesla: Elon Musk, Bring The Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=2293557321","media":"Seeking Alpha","summary":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The twee","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.</li><li>The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.</li><li>Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver&#39;s seat for all things EV.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><h2>Tesla rocket finally coming back down to earth</h2><p>Tesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The &#34;it&#39;s the future, bro&#34; arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.</p><p>However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I&#39;m starting to change my mind about Tesla. I still don&#39;t buy into the revenue and earnings projections outside of the electric vehicle (&#34;EV&#34;) segment, but based on the EV segment alone, I&#39;m beginning to like the numbers.</p><p>I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.</p><p>I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.</p><h2>Nice dip</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30f55c37c8c36334719ebe5c4c3d734\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.</p><h2>Something seems different this time.</h2><p>One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It&#39;s possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.</p><p>To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the &#34;salad oil&#34; scandal.</p><p>Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.</p><h2>Boots on the ground</h2><p>It&#39;s been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.</p><p>At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.</p><p>This is simply one man&#39;s Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don&#39;t need to reconfigure existing internal combustion engine (&#34;ICE&#34;) operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.</p><h2>Twitter time</h2><p>Then came October, and Musk closed on the Twitter deal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/107862bddcfd4ae7525a37da59e825ee\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>From late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla&#39;s captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.</p><h2>Value</h2><p>For growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f653e63545af4f23fa18645c3cb4d8ff\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Looking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That&#39;s a hot number, and one of the primary catalysts in the share price ascension. When I say &#34;hot,&#34;, I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn&#39;t happen for long periods. Thus, taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.</p><h2>The balance sheet</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f1ce94535378da2e5ea5fecdffc1d\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Tesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.</p><h2>Balance sheet trends</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc7a7ace018dc9badcaf9690b3c5f74\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>A positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla&#39;s case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c440fb210a511c5fce6260696d814fce\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>We also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.</p><h2>Plant growth</h2><p>Another Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.</p><p>Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.</p><h2>Industry trends</h2><p>The inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.</p><p>Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fec1be0b52fd21d61e8cecdc30ab63\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>evadoption.com</span></p><p>Tesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there&#39;s still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn&#39;t get any more optimistic than that, but with Tesla&#39;s superior margins, that would be enough to satisfy my appetite.</p><h2>Catalysts</h2><p>The most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.</p><h2>Risks</h2><p>Risks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don&#39;t be surprised if Musk is able to create a share discount all by himself even if all other items execute.</p><h2>Conclusion</h2><p>I would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla&#39;s competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla&#39;s income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.</p><p>Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.</p><p><i>This article is written by Brett Ashcroft Green for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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: Elon Musk, Bring The Pain</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: Elon Musk, Bring The Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","LU2063271972.USD":"富兰克林创新领域基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293557321","content_text":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver's seat for all things EV.Xiaolu ChuTesla rocket finally coming back down to earthTesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The \"it's the future, bro\" arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I'm starting to change my mind about Tesla. I still don't buy into the revenue and earnings projections outside of the electric vehicle (\"EV\") segment, but based on the EV segment alone, I'm beginning to like the numbers.I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.Nice dipseeking alpha50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.Something seems different this time.One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It's possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the \"salad oil\" scandal.Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.Boots on the groundIt's been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.This is simply one man's Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don't need to reconfigure existing internal combustion engine (\"ICE\") operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.Twitter timeThen came October, and Musk closed on the Twitter deal:yahoo financeFrom late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla's captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.ValueFor growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.yahoo financeLooking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That's a hot number, and one of the primary catalysts in the share price ascension. When I say \"hot,\", I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn't happen for long periods. Thus, taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.The balance sheetyahoo financeTesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.Balance sheet trendsseeking alphaA positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla's case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.yahoo financeWe also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.Plant growthAnother Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.Industry trendsThe inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.evadoption.comTesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there's still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn't get any more optimistic than that, but with Tesla's superior margins, that would be enough to satisfy my appetite.CatalystsThe most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.RisksRisks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don't be surprised if Musk is able to create a share discount all by himself even if all other items execute.ConclusionI would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla's competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla's income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.This article is written by Brett Ashcroft Green for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385840247,"gmtCreate":1613535345789,"gmtModify":1704881733658,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Can we see 75?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Can we see 75?","text":"$Tiger Brokers(TIGR)$Can we see 75?","images":[{"img":"https://static.tigerbbs.com/2cf3202ae7b63751452339c68e486822","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385840247","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":386768418,"gmtCreate":1613276640834,"gmtModify":1704879709701,"author":{"id":"3569285896638143","authorId":"3569285896638143","name":"LoonnooL","avatar":"https://static.tigerbbs.com/dc393dc36d5665801204311f43a48475","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569285896638143","authorIdStr":"3569285896638143"},"themes":[],"title":"IDEX, currently undervalued EV stock","htmlText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a> currently sitting at the support line after failing to hold the next hidden resistance. Pennant breakout is expected next week.","listText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a> currently sitting at the support line after failing to hold the next hidden resistance. Pennant breakout is expected next week.","text":"$Idex ASA(IDEX)$$Idex ASA(IDEX)$ currently sitting at the support line after failing to hold the next hidden resistance. Pennant breakout is expected next week.","images":[{"img":"https://static.tigerbbs.com/36b9569d7fc58dbda4e6d7d8e71ce8a9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/386768418","isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573201360768736","authorId":"3573201360768736","name":"Lty1098","avatar":"https://static.tigerbbs.com/0123641e5b1e8993162711702dcb0f22","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573201360768736","authorIdStr":"3573201360768736"},"content":"Base on the chart. can advise if It Will be Dropping or raising?","text":"Base on the chart. can advise if It Will be Dropping or raising?","html":"Base on the chart. can advise if It Will be Dropping or raising?"}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}