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2022-03-13

Get in with this chance. Buy $TSLA

2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so. The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000

Get in with this chance. Buy $TSLA

2022-03-01

Short it then

Tesla Is Still Fundamentally Overvalued

2022-04-19

It's a Buy for sure

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2022-04-12

To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!

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2022-03-28

Time for Moon. Buckle up Tesla bull! $TSLA

Tesla Seeks Investor Approval for Stock Split

2022-08-10

I rather Elon sell the enough shares and get the twitter deal done. In 2021 we had Elon buying Doge & BTC stock crash to $5xx since Tesla announced not accept BTC payment stock surge to $12xxOnce twitter deal is done. It's time to Moon!

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2022-06-06

Bullshit. TSLA to the moon!

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2022-07-26

More tough for them in Aug

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2022-07-25

FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night

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2022-07-21

You goddamn right

TSLA Stock Will Quickly Move on From Any Q2 Hit

2022-03-31

Giga Berlin & Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 & Q2 P&D. 🚀📈🤭

Tesla Extends Shanghai Plant Shutdown Again as Outbreak Persists

2022-03-28

This is a $1600 for now. It's undervalued. While Berlin & Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000 NFA DYOR

Is It Too Late to Buy Tesla Stock?

2022-05-24

Yes $TSLA it's a buy ✅

Tesla: Time To Pull The Buy Trigger

2022-03-30

This is indeed. Truth. And stock price is undervalued now.

Tesla Is Years Ahead of Rivals on Key Supply Issues, Morgan Stanley Says

2022-06-30

$TSLA will go to the moon with or without FSD

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2022-04-20

Of cos. Not $TSLA to the moon!

Is The End Near For Musk And Tesla?

Go to Tiger App to see more news

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It's time to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904727129","repostId":"2258257550","repostType":2,"repost":{"id":"2258257550","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660095786,"share":"https://ttm.financial/m/news/2258257550?lang=&edition=fundamental","pubTime":"2022-08-10 09:43","market":"us","language":"en","title":"Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2258257550","media":"Reuters","summary":"Aug 9  - Tesla IncChief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the ","content":"<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-10 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258257550","content_text":"Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration's climate bill that aims to lift the cap on tax credits for electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909316463,"gmtCreate":1658808933052,"gmtModify":1676536211500,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"More tough for them in Aug","listText":"More tough for them in Aug","text":"More tough for them in Aug","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909316463","repostId":"1150015634","repostType":2,"repost":{"id":"1150015634","kind":"news","pubTimestamp":1658794998,"share":"https://ttm.financial/m/news/1150015634?lang=&edition=fundamental","pubTime":"2022-07-26 08:23","market":"us","language":"en","title":"Tesla Stock: Bears Are Having A Tough Time In July","url":"https://stock-news.laohu8.com/highlight/detail?id=1150015634","media":"TheStreet","summary":"Tesla short sellers have seen steepening losses in July, thanks in large part to a post-Q2 rally in TSLA stock.","content":"<html><head></head><body><p><b>Tesla</b>’s stock, like many other growth and tech-heavy stocks, had a rough opening to this year. Pressured by supply chain issues and lockdowns in China, TSLA shares are down just over 30% YTD.</p><p>And many Tesla bears, trying to take advantage of the company’s fragile economic situation, increased their short positions throughout the first half of the year.</p><p>However, positive Q2 results have helped shares climb to the $800 level after they hit a late-May nadir near $630. As a result, short sellers who recently piled on to their short positions are having a rough go of it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d9b6e6a20b2352406b7330428094a6\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Tesla Stock: Bears Are Having A Tough Time In July</span></p><p><b>An Unprofitable July For Tesla&#39;s Bears</b></p><p>According to a recent report from S3 Partners research, investors who bet against Tesla in July have already experienced about $2.67 billion in mark-to-market losses. That equates to a roughly -14% monthly return, based on a short interest valued at $18.8 billion.</p><p>Since the beginning of July, Tesla shares have risen more than 20%, and investor confidence has been bolstered following the company&#39;s second-quarter earnings, which beat Wall Street estimates, even as the company faced significant supply chain difficulties.</p><p>These upside moves have put short sellers on the retreat over the past few weeks. The S3 Partners report also shows that, in the past seven days alone, about 1.2 million shares - worth a staggering $891 million - were bought to cover short positions.</p><p>Zooming out, however, the year-to-date performance of Tesla short sellers is still solid. They are up about 30% this year, making about $6.34 billion in mark-to-market profits so far.</p><p>Although these may seem like huge gross short volumes, they’re paltry compared to Tesla’s overall market cap. Indeed, only about 2.9% of TSLA float is shorted. This is an indication that the overwhelming majority of investors and traders focusing on Tesla are bullish on the company.</p><p><b>Wall Street Mostly Bullish After Q2 Earnings</b></p><p>On July 20th, for their Q2 earnings, Tesla crushed expectations on EPS. The company generated earnings-per-share of $2.27 (adjusted) vs $1.81 expected. Revenues, meanwhile, came in just below market estimates, at $16.93 billion, vs. $17.1 billion expected. Even with a drop in automotive margins compared to the same period last year, the results were well received by investors, who bought up shares and sent TSLA up 13% over the next several days.</p><p>The result excited Wedbush analyst Dan Ives, a Tesla bull who has a $1,000 price target on the company. Ives saw important headlines in Tesla’s robust June run rate and their decision to stick with their 50% growth YoY delivery unit guidance for 2022.</p><p>On the bear side, Bernstein analyst Toni Sacconaghi, still has a $450 per share target price on Tesla. He considers the EV manufacturer’s valuation to be stretched, and he saw Tesla&#39;s Q2 results in line with reduced expectations. The analyst sees TSLA’s 50% annual growth target as overly-ambitious, especially given volumes coming out of Tesla’s Berlin and Austin plants.</p><p><b>Tesla &#34;Haters&#34; Have A Fund To Short The Stock Now</b></p><p>Tesla bears - as well as Bernstein analyst Toni Sacconaghi - can now bet against Tesla via a single-stock ETF. Launched by AXS Investments, the <b>AXS TSLA Bear Daily ETF (TSLQ)</b> uses derivatives to bet against Tesla. Investors should note, though, that the fund contains aggressive tools and that can expose holders to significant losses.</p><p>The ASX fund is intended for sophisticated investors or traders who have a deep knowledge of the risks involved in leveraged investing and have the habit of monitoring their portfolios regularly.</p><p>Since it began trading on July 14, the AXS TSLA Bear Daily ETF has fallen 13%.</p></body></html>","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 Stock: Bears Are Having A Tough Time In July</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 Stock: Bears Are Having A Tough Time In July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/tesla-stock-bears-are-having-a-tough-time-in-july><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s stock, like many other growth and tech-heavy stocks, had a rough opening to this year. Pressured by supply chain issues and lockdowns in China, TSLA shares are down just over 30% YTD.And many ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/tesla-stock-bears-are-having-a-tough-time-in-july\">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.thestreet.com/memestocks/reddit-trends/tesla-stock-bears-are-having-a-tough-time-in-july","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150015634","content_text":"Tesla’s stock, like many other growth and tech-heavy stocks, had a rough opening to this year. Pressured by supply chain issues and lockdowns in China, TSLA shares are down just over 30% YTD.And many Tesla bears, trying to take advantage of the company’s fragile economic situation, increased their short positions throughout the first half of the year.However, positive Q2 results have helped shares climb to the $800 level after they hit a late-May nadir near $630. As a result, short sellers who recently piled on to their short positions are having a rough go of it.Figure 1: Tesla Stock: Bears Are Having A Tough Time In JulyAn Unprofitable July For Tesla's BearsAccording to a recent report from S3 Partners research, investors who bet against Tesla in July have already experienced about $2.67 billion in mark-to-market losses. That equates to a roughly -14% monthly return, based on a short interest valued at $18.8 billion.Since the beginning of July, Tesla shares have risen more than 20%, and investor confidence has been bolstered following the company's second-quarter earnings, which beat Wall Street estimates, even as the company faced significant supply chain difficulties.These upside moves have put short sellers on the retreat over the past few weeks. The S3 Partners report also shows that, in the past seven days alone, about 1.2 million shares - worth a staggering $891 million - were bought to cover short positions.Zooming out, however, the year-to-date performance of Tesla short sellers is still solid. They are up about 30% this year, making about $6.34 billion in mark-to-market profits so far.Although these may seem like huge gross short volumes, they’re paltry compared to Tesla’s overall market cap. Indeed, only about 2.9% of TSLA float is shorted. This is an indication that the overwhelming majority of investors and traders focusing on Tesla are bullish on the company.Wall Street Mostly Bullish After Q2 EarningsOn July 20th, for their Q2 earnings, Tesla crushed expectations on EPS. The company generated earnings-per-share of $2.27 (adjusted) vs $1.81 expected. Revenues, meanwhile, came in just below market estimates, at $16.93 billion, vs. $17.1 billion expected. Even with a drop in automotive margins compared to the same period last year, the results were well received by investors, who bought up shares and sent TSLA up 13% over the next several days.The result excited Wedbush analyst Dan Ives, a Tesla bull who has a $1,000 price target on the company. Ives saw important headlines in Tesla’s robust June run rate and their decision to stick with their 50% growth YoY delivery unit guidance for 2022.On the bear side, Bernstein analyst Toni Sacconaghi, still has a $450 per share target price on Tesla. He considers the EV manufacturer’s valuation to be stretched, and he saw Tesla's Q2 results in line with reduced expectations. The analyst sees TSLA’s 50% annual growth target as overly-ambitious, especially given volumes coming out of Tesla’s Berlin and Austin plants.Tesla \"Haters\" Have A Fund To Short The Stock NowTesla bears - as well as Bernstein analyst Toni Sacconaghi - can now bet against Tesla via a single-stock ETF. Launched by AXS Investments, the AXS TSLA Bear Daily ETF (TSLQ) uses derivatives to bet against Tesla. Investors should note, though, that the fund contains aggressive tools and that can expose holders to significant losses.The ASX fund is intended for sophisticated investors or traders who have a deep knowledge of the risks involved in leveraged investing and have the habit of monitoring their portfolios regularly.Since it began trading on July 14, the AXS TSLA Bear Daily ETF has fallen 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900269116,"gmtCreate":1658715367335,"gmtModify":1676536196540,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night&nbsp;","listText":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night&nbsp;","text":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900269116","repostId":"2253607367","repostType":2,"repost":{"id":"2253607367","kind":"highlight","pubTimestamp":1658707959,"share":"https://ttm.financial/m/news/2253607367?lang=&edition=fundamental","pubTime":"2022-07-25 08:12","market":"us","language":"en","title":"Elon Musk’s Friendship With Sergey Brin Ruptured by Alleged Affair","url":"https://stock-news.laohu8.com/highlight/detail?id=2253607367","media":"The Wall Street Journal","summary":"Tesla chief’s liaison with Google co-founder’s wife led to couple’s divorce filing","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Kirsten Grind and Emily Glazer \n</p>\n<pre>\n \n</pre>\n<p>\n     Elon Musk engaged in a brief affair last fall with the wife of Sergey Brin, prompting the Google co-founder to file for divorce earlier this year and ending the tech billionaires' long friendship, according to people familiar with the matter. \n</p>\n<p>\n     Their falling out is one of a string of personal issues Mr. Musk has faced even as he juggles business challenges, including manufacturing disruptions at Tesla Inc. and a court fight over his desire to withdraw his $44 billion bid for Twitter Inc. \n</p>\n<p>\n     Mr. Musk is the richest person in the world, with an estimated fortune of $240 billion, and Mr. Brin ranks eighth world-wide, with $95 billion, according to the Bloomberg Billionaires Index. \n</p>\n<p>\n     Messrs. Brin and Musk, among the nation's most famous entrepreneurs, were longtime friends. Mr. Musk has said that for years he regularly crashed at Mr. Brin's house in Silicon Valley. \n</p>\n<p>\n     Mr. Brin provided Mr. Musk with about $500,000 for Tesla during the 2008 financial crisis, when the company was struggling to increase production. In 2015, Mr. Musk gave Mr. Brin one of Tesla's first all-electric sport-utility vehicles. \n</p>\n<p>\n     In recent months, there has been growing tension between the two men and their teams, according to the people familiar with the matter. Mr. Brin has ordered his financial advisers to sell his personal investments in Mr. Musk's companies, some of those people said. It couldn't be learned how large those investments are, or whether there have been any sales. \n</p>\n<p>\n     Mr. Brin filed for divorce from Nicole Shanahan in January of this year, citing \"irreconcilable differences,\" according to records filed in Santa Clara County Superior Court. The divorce filing was made several weeks after Mr. Brin learned of the brief affair, those people said. \n</p>\n<p>\n     At the time of the alleged liaison in early December, Mr. Brin and his wife were separated but still living together, according to a person close to Ms. Shanahan. In the divorce filing, Mr. Brin cited Dec. 15, 2021, as the date of the couple's separation. \n</p>\n<p>\n     A lawyer for Mr. Brin declined to comment. Mr. Musk didn't respond to a request for comment. A spokeswoman for Ms. Shanahan, who runs a foundation focused on reproductive justice, also didn't respond to requests for comment. \n</p>\n<p>\n     About 11 hours after this article published online, Mr. Musk tweeted: \"This is total bs. Sergey and I are friends and were at a party together last night!\" He added that he'd only seen Ms. Shanahan twice in three years with other people around and that it wasn't romantic. \n</p>\n<p>\n     In an interview early this month with the news website Puck, Ms. Shanahan said of the divorce filing: \"I hope for Sergey and I to move forward with dignity, honesty and harmony for the sake of our child. And we are both working towards that.\" \n</p>\n<p>\n     Over the past two months, Mr. Musk's personal life has drawn considerable attention. He has been accused of exposing himself to a flight attendant at his aerospace company, SpaceX, which he has denied; the publication Business Insider reported he had two children late last year with a female executive at another company he co-founded, Neuralink; and one of his 10 children has publicly disavowed him. \n</p>\n<p>\n     Earlier this month, Mr. Musk sought to back out of an agreement to buy Twitter, saying the company hasn't provided the necessary information to assess the prevalence of fake or spam accounts. Twitter said it has \"bent over backwards\" to provide the information. It has sued Mr. Musk to force him to honor the deal, and a Delaware court has agreed to an expedited trial in October. \n</p>\n<p>\n     Mr. Brin and Ms. Shanahan, his wife of nearly four years, met at the yoga retreat Wanderlust about seven years ago, according to a person familiar with their relationship. Both had been married previously: Mr. Brin to Anne Wojcicki, co-founder of genetics company 23andMe Inc., and Ms. Shanahan to a finance executive. Mr. Brin has two children with Ms. Wojcicki. \n</p>\n<p>\n     Mr. Brin and Ms. Shanahan already were facing problems in their marriage in the fall of 2021, primarily because of Covid pandemic shutdowns and the care of their 3-year-old daughter, according to people familiar with their relationship. \n</p>\n<p>\n     The liaison with Mr. Musk took place in early December 2021, at the Art Basel event in Miami, those people said. Art Basel is a multiday, annual festival that draws wealthy attendees from around the world. \n</p>\n<p>\n     At a party earlier this year, Mr. Musk dropped to one knee in front of Mr. Brin and apologized profusely for the transgression, begging for forgiveness, according to people with knowledge of the incident. \n</p>\n<p>\n     Mr. Brin acknowledged the apology, but still isn't speaking regularly to Mr. Musk, those people said. \n</p>\n<p>\n     The alleged liaison happened after Mr. Musk had broken up with his on-again, off-again girlfriend, the singer Grimes, in September. Mr. Musk and Grimes, whose real name is Claire Boucher, had a second child, a daughter, via surrogate in December 2021. Mr. Musk's twins with Shivon Zilis, the executive at Neuralink, also were born last fall. \n</p>\n<p>\n     Mr. Brin and Ms. Shanahan are now involved in divorce mediation, with Ms. Shanahan seeking more than $1 billion, according to people familiar with the negotiations. \n</p>\n<p>\n     The two sides have yet to come to an agreement, with Mr. Brin's side claiming that Ms. Shanahan is asking for much more than her prenuptial agreement entitles her to, the people said. Ms. Shanahan's side is arguing that her request is only a fraction of Mr. Brin's $95 billion fortune, and that she signed the prenuptial agreement under duress, while pregnant, the people said. \n</p>\n<p>\n     Mr. Brin co-founded Google, now a unit of Alphabet Inc., along with Larry Page in 1998, and helped build it into one of the world's most valuable companies. He and Mr. Page stepped down from management of Alphabet in 2019, but both remain on the board. \n</p>\n<p>\n     Since then, he has been heavily involved in fitness pursuits, at one point trying to learn many different Olympic sports, according to people who know him. He runs a $4.4 billion family foundation that has supported such causes as education and Parkinson's research, and he is affiliated with an airship startup called LTA Research and Exploration. He is currently writing a physics textbook. \n</p>\n<p>\n     --Jim Oberman, Rebecca Elliott and Tim Higgins contributed to this article. \n</p>\n<p>\n  Write to Kirsten Grind at kirsten.grind@wsj.com and Emily Glazer at emily.glazer@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 25, 2022 00:30 ET (04:30 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Friendship With Sergey Brin Ruptured by Alleged Affair</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Friendship With Sergey Brin Ruptured by Alleged Affair\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/elon-musk-affair-sergey-brin-wife-divorce-11658674840?mod=hp_lead_pos7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Kirsten Grind and Emily Glazer \n\n\n \n\n\n     Elon Musk engaged in a brief affair last fall with the wife of Sergey Brin, prompting the Google co-founder to file for divorce earlier this year and ...</p>\n\n<a href=\"https://www.wsj.com/articles/elon-musk-affair-sergey-brin-wife-divorce-11658674840?mod=hp_lead_pos7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/elon-musk-affair-sergey-brin-wife-divorce-11658674840?mod=hp_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253607367","content_text":"By Kirsten Grind and Emily Glazer \n\n\n \n\n\n     Elon Musk engaged in a brief affair last fall with the wife of Sergey Brin, prompting the Google co-founder to file for divorce earlier this year and ending the tech billionaires' long friendship, according to people familiar with the matter. \n\n\n     Their falling out is one of a string of personal issues Mr. Musk has faced even as he juggles business challenges, including manufacturing disruptions at Tesla Inc. and a court fight over his desire to withdraw his $44 billion bid for Twitter Inc. \n\n\n     Mr. Musk is the richest person in the world, with an estimated fortune of $240 billion, and Mr. Brin ranks eighth world-wide, with $95 billion, according to the Bloomberg Billionaires Index. \n\n\n     Messrs. Brin and Musk, among the nation's most famous entrepreneurs, were longtime friends. Mr. Musk has said that for years he regularly crashed at Mr. Brin's house in Silicon Valley. \n\n\n     Mr. Brin provided Mr. Musk with about $500,000 for Tesla during the 2008 financial crisis, when the company was struggling to increase production. In 2015, Mr. Musk gave Mr. Brin one of Tesla's first all-electric sport-utility vehicles. \n\n\n     In recent months, there has been growing tension between the two men and their teams, according to the people familiar with the matter. Mr. Brin has ordered his financial advisers to sell his personal investments in Mr. Musk's companies, some of those people said. It couldn't be learned how large those investments are, or whether there have been any sales. \n\n\n     Mr. Brin filed for divorce from Nicole Shanahan in January of this year, citing \"irreconcilable differences,\" according to records filed in Santa Clara County Superior Court. The divorce filing was made several weeks after Mr. Brin learned of the brief affair, those people said. \n\n\n     At the time of the alleged liaison in early December, Mr. Brin and his wife were separated but still living together, according to a person close to Ms. Shanahan. In the divorce filing, Mr. Brin cited Dec. 15, 2021, as the date of the couple's separation. \n\n\n     A lawyer for Mr. Brin declined to comment. Mr. Musk didn't respond to a request for comment. A spokeswoman for Ms. Shanahan, who runs a foundation focused on reproductive justice, also didn't respond to requests for comment. \n\n\n     About 11 hours after this article published online, Mr. Musk tweeted: \"This is total bs. Sergey and I are friends and were at a party together last night!\" He added that he'd only seen Ms. Shanahan twice in three years with other people around and that it wasn't romantic. \n\n\n     In an interview early this month with the news website Puck, Ms. Shanahan said of the divorce filing: \"I hope for Sergey and I to move forward with dignity, honesty and harmony for the sake of our child. And we are both working towards that.\" \n\n\n     Over the past two months, Mr. Musk's personal life has drawn considerable attention. He has been accused of exposing himself to a flight attendant at his aerospace company, SpaceX, which he has denied; the publication Business Insider reported he had two children late last year with a female executive at another company he co-founded, Neuralink; and one of his 10 children has publicly disavowed him. \n\n\n     Earlier this month, Mr. Musk sought to back out of an agreement to buy Twitter, saying the company hasn't provided the necessary information to assess the prevalence of fake or spam accounts. Twitter said it has \"bent over backwards\" to provide the information. It has sued Mr. Musk to force him to honor the deal, and a Delaware court has agreed to an expedited trial in October. \n\n\n     Mr. Brin and Ms. Shanahan, his wife of nearly four years, met at the yoga retreat Wanderlust about seven years ago, according to a person familiar with their relationship. Both had been married previously: Mr. Brin to Anne Wojcicki, co-founder of genetics company 23andMe Inc., and Ms. Shanahan to a finance executive. Mr. Brin has two children with Ms. Wojcicki. \n\n\n     Mr. Brin and Ms. Shanahan already were facing problems in their marriage in the fall of 2021, primarily because of Covid pandemic shutdowns and the care of their 3-year-old daughter, according to people familiar with their relationship. \n\n\n     The liaison with Mr. Musk took place in early December 2021, at the Art Basel event in Miami, those people said. Art Basel is a multiday, annual festival that draws wealthy attendees from around the world. \n\n\n     At a party earlier this year, Mr. Musk dropped to one knee in front of Mr. Brin and apologized profusely for the transgression, begging for forgiveness, according to people with knowledge of the incident. \n\n\n     Mr. Brin acknowledged the apology, but still isn't speaking regularly to Mr. Musk, those people said. \n\n\n     The alleged liaison happened after Mr. Musk had broken up with his on-again, off-again girlfriend, the singer Grimes, in September. Mr. Musk and Grimes, whose real name is Claire Boucher, had a second child, a daughter, via surrogate in December 2021. Mr. Musk's twins with Shivon Zilis, the executive at Neuralink, also were born last fall. \n\n\n     Mr. Brin and Ms. Shanahan are now involved in divorce mediation, with Ms. Shanahan seeking more than $1 billion, according to people familiar with the negotiations. \n\n\n     The two sides have yet to come to an agreement, with Mr. Brin's side claiming that Ms. Shanahan is asking for much more than her prenuptial agreement entitles her to, the people said. Ms. Shanahan's side is arguing that her request is only a fraction of Mr. Brin's $95 billion fortune, and that she signed the prenuptial agreement under duress, while pregnant, the people said. \n\n\n     Mr. Brin co-founded Google, now a unit of Alphabet Inc., along with Larry Page in 1998, and helped build it into one of the world's most valuable companies. He and Mr. Page stepped down from management of Alphabet in 2019, but both remain on the board. \n\n\n     Since then, he has been heavily involved in fitness pursuits, at one point trying to learn many different Olympic sports, according to people who know him. He runs a $4.4 billion family foundation that has supported such causes as education and Parkinson's research, and he is affiliated with an airship startup called LTA Research and Exploration. He is currently writing a physics textbook. \n\n\n     --Jim Oberman, Rebecca Elliott and Tim Higgins contributed to this article. \n\n\n  Write to Kirsten Grind at kirsten.grind@wsj.com and Emily Glazer at emily.glazer@wsj.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  July 25, 2022 00:30 ET (04:30 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074536438,"gmtCreate":1658370630124,"gmtModify":1676536149180,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"You goddamn right&nbsp;","listText":"You goddamn right&nbsp;","text":"You goddamn right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074536438","repostId":"2253685766","repostType":2,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045350122,"gmtCreate":1656564452866,"gmtModify":1676535855188,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"$TSLA will go to the moon with or without FSD&nbsp;","listText":"$TSLA will go to the moon with or without FSD&nbsp;","text":"$TSLA will go to the moon with or without FSD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045350122","repostId":"2247932011","repostType":2,"repost":{"id":"2247932011","kind":"highlight","pubTimestamp":1656565257,"share":"https://ttm.financial/m/news/2247932011?lang=&edition=fundamental","pubTime":"2022-06-30 13:00","market":"us","language":"en","title":"Does Elon Musk's Latest Move Mean Tesla Is Doomed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2247932011","media":"Motley Fool","summary":"Tesla's layoffs include a division that CEO Musk just called \"essential\" to the company's survival.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>On Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.</li><li>Musk has called full-self driving essential to Tesla&#39;s long-term health, warning the company could be worth &#34;basically zero&#34; without it.</li><li>The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.</li></ul><p><b>Tesla</b> is taking a knife to a division that company CEO Elon Musk recently called &#34;essential&#34; to the company&#39;s long-term success, raising fresh questions about the world&#39;s largest automaker by market cap.</p><p>On Tuesday, according to <i>Bloomberg</i>, the company laid off more than 200 employees working on Tesla&#39;s Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.</p><p>Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla&#39;s effort to perfect fully autonomous vehicles.</p><h2>Could Tesla be worth &#34;basically zero?&#34;</h2><p>Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles &#34;appreciating assets&#34; because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.</p><p>In an interview with a Tesla owner group earlier this month, Musk said it was &#34;essential&#34; for Tesla to produce full self-driving technology, calling the tech &#34;the difference between Tesla being worth a lot of money or worth basically zero.&#34;</p><p>Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including <b>General Motors </b>and <b>Ford</b> have made electric vehicles a priority, joining newcomers including <b>Lucid Group</b> and <b>NIO </b>in bringing rival vehicles to market.</p><p>Tesla&#39;s self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood&#39;s Ark Invest earlier this year said Tesla&#39;s stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.</p><p>Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.</p><h2>Is Autopilot veering off course?</h2><p>The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla&#39;s marketing of the driver assistance software &#34;misleading.&#34; More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla&#39;s systems ahead of a potential recall or new limits on how the system is used.</p><p>Tesla&#39;s systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla&#39;s AI.</p><h2>Tesla investors need this tech to work</h2><p>Tesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.</p><p>Although it seems unlikely Musk is correct and Tesla&#39;s value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.</p><p>As Ark&#39;s model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.</p><p>Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.</p><p>Investors need to hope Musk isn&#39;t cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.</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>Does Elon Musk's Latest Move Mean Tesla Is Doomed?</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\">\nDoes Elon Musk's Latest Move Mean Tesla Is Doomed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/\">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/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247932011","content_text":"KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's long-term health, warning the company could be worth \"basically zero\" without it.The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.Tesla is taking a knife to a division that company CEO Elon Musk recently called \"essential\" to the company's long-term success, raising fresh questions about the world's largest automaker by market cap.On Tuesday, according to Bloomberg, the company laid off more than 200 employees working on Tesla's Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla's effort to perfect fully autonomous vehicles.Could Tesla be worth \"basically zero?\"Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles \"appreciating assets\" because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.In an interview with a Tesla owner group earlier this month, Musk said it was \"essential\" for Tesla to produce full self-driving technology, calling the tech \"the difference between Tesla being worth a lot of money or worth basically zero.\"Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including General Motors and Ford have made electric vehicles a priority, joining newcomers including Lucid Group and NIO in bringing rival vehicles to market.Tesla's self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood's Ark Invest earlier this year said Tesla's stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.Is Autopilot veering off course?The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla's marketing of the driver assistance software \"misleading.\" More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla's systems ahead of a potential recall or new limits on how the system is used.Tesla's systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla's AI.Tesla investors need this tech to workTesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.Although it seems unlikely Musk is correct and Tesla's value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.As Ark's model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.Investors need to hope Musk isn't cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053342829,"gmtCreate":1654488048261,"gmtModify":1676535456388,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Bullshit. TSLA to the moon!","listText":"Bullshit. TSLA to the moon!","text":"Bullshit. TSLA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053342829","repostId":"1142862393","repostType":2,"repost":{"id":"1142862393","kind":"news","pubTimestamp":1654485739,"share":"https://ttm.financial/m/news/1142862393?lang=&edition=fundamental","pubTime":"2022-06-06 11:22","market":"us","language":"en","title":"Tesla: What The Future Holds","url":"https://stock-news.laohu8.com/highlight/detail?id=1142862393","media":"Seeking Alpha","summary":"SummaryWe present a detailed analysis of Tesla's growth prospects, revenue streams, and market share","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We present a detailed analysis of Tesla&#39;s growth prospects, revenue streams, and market share.</li><li>TSLA has grown substantially over the past few years, but so has the entire auto industry. The automotive business may be at a cyclical peak.</li><li>From these price levels, we believe TSLA will return just 3% per annum to long-term shareholders.</li></ul><p><b>Investment Thesis</b></p><p>Tesla Inc (NASDAQ:TSLA) has perhaps been the most popular investment globally over the past five years. During that time, the stock has gained nearly 1000% in value and now trades at a PE of 100.</p><p>Tesla needs to deliver substantial growth in a competitive and cyclical industry to justify its current valuation. We take the view of the long-term shareholder and argue the risk still outweighs the reward.</p><p><b>A Cyclical Peak</b></p><p>The COVID-19 recession was not a typical recession. Interest rates hit rock bottom, making a new vehicle purchase very affordable. Banks were willing to lend, and consumers had more cash around than ever before.</p><p><img src=\"https://static.tigerbbs.com/62364c64bae418754f1869273011cada\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cash Balances of U.S. Consumers (RSM)</p><p>Tesla&#39;s margins have increased, but that is an industry-wide phenomena. Toyota Motor Corp. (TM) is the largest auto manufacturer in the world by revenue. The company has never seen profit margins as high as 2021.</p><p><img src=\"https://static.tigerbbs.com/2c9b5a6023a3041674bff0bea53d68bd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>While this is all great news, the auto industry is notoriously capital intensive and cyclical. Inflation increases the cost of manufacturing vehicles. As interest rates rise, Tesla may not be able to pass those costs on to consumers. Nearly every auto manufacturer experienced loses in the global financial crisis of 2009, and some even went bankrupt. Tesla is not immune to seeing its net income and margins decline if we see another substantial recession.</p><p><b>Tesla&#39;s Future Growth</b></p><p>First, let&#39;s take a look at earnings estimates for TSLA:</p><p><img src=\"https://static.tigerbbs.com/664673a729511f5cd05084167720cedb\" tg-width=\"283\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla EPS Forecast (NASDAQ)</p><p>From 2022 to 2025, TSLA&#39;s earnings per share are projected to grow at 30% per annum. Yes, the days of 50% per annum growth are in the rearview mirror for TSLA. But, 30% is nothing to complain about. The problem is, growth often continues to slow as a company matures.</p><p><b>Competition &amp; Market Share</b></p><p>Tesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think that this move should expand Tesla&#39;s share of global EV sales. But from 2020 to 2021, Tesla&#39;s global market share actually shrank from 17% to just under14%.</p><p>Despite this recent performance, we are estimating that Tesla maintains its current market share. TSLA&#39;s global expansion should eventually help in this regard. The company can also sell more entry-level EV&#39;s to maintain its share.</p><p>Competition is stronger for EV manufacturers now than it was three years ago. Every automaker globally knows the world is transitioning to electric vehicles. In China, BYD Co Ltd (OTCPK:BYDDF) presents a challenge for TSLA. Globally, Tesla is also up against many strong and entrenched brands such as Mercedes-Benz (OTCPK:DDAIF), Ford (F), and Toyota. Yes, they may not have the technology to match Tesla yet, but we cannot know for sure what the future holds.</p><p><img src=\"https://static.tigerbbs.com/71bf486972329076b30bf40fb816b6b0\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global EV Market Share (Statista)</p><p><b>Follow The Money</b></p><p>Tesla is still a car company first. To simplify, Tesla&#39;s revenue comes from two sources, automotive (EVs) and energy generation and storage (Energy). The energy part of the business represents only 5% of the revenue. Despite what people say, 95% of the TSLA&#39;s revenue still comes from automotive sales and related products.</p><p>Below is a breakdown of Tesla&#39;s Revenue for 2021:</p><p><img src=\"https://static.tigerbbs.com/55e39ba5715ec47f817af5904304014e\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla Revenue Breakdown (2021 TSLA Annual Report)</p><p>From 2018 to 2021, Tesla&#39;s sales and leasing revenue from the energy business grew 21% per year from$1.56 billion to $2.79 billion. The remaining revenue from automotive and related products grew 37% per year. The energy business is near profitability, but still making losses. The cost of its revenue sits at$2.92 billion.</p><p><b>The Future Of EV</b></p><p>EV sales globally should grow around 20% per annum over the next decade.</p><ul><li>The number of electric vehicles sold globally is projected to grow at 17.5% per annum. We are projecting the <i>per unit price</i> of an EV to grow at just 2% per annum as competition improves, interest rates normalize, and used EV&#39;s come online.</li></ul><p><b>The Tesla Story</b></p><p>The future of Tesla is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk&#39;s many grand ideas. When those revenues do materialize, the businesses are likely to be loss making, much like TSLA&#39;s energy business has been thus far. Competition will be strong in these fields. There are many innovative entrepreneurs, especially in China and the U.S.</p><p><b>Margins</b></p><p>When it comes to Tesla&#39;s margins, there is just as much uncertainty. Margins for the auto business may have peaked as the industry seems to be at a cyclical high. Competition will only get stronger. Keep in mind that the auto industry is capital intensive and cyclical, with many producers reporting negative net margins in times of recession. On the other hand, the energy business should be profitable in the future. And, it is likely that Tesla develops another prominent business that is also profitable in 10 years&#39; time.</p><ul><li>We are assuming these factors cancel each other out, resulting in a continuation of TSLA&#39;scurrent net margin of 13.5%.</li></ul><p><b>Our Estimate</b></p><p>Combining our projections for Tesla&#39;s market share, margins, EV sales, and energy business, we estimate Tesla will grow net income at 20% per year. The probability of underperformance in automotive and the probability of profitable developments in a new business appear equally weighted.</p><p><b>The Valuation</b></p><p>We are projecting TSLA to make $52 billion in 2032. This is a result of growing the company&#39;s net income($8.4 billion) at 20% per annum. We are also projecting shares outstanding to remain unchanged at 1.036 billion. This results in 2032<i>earnings per share of $50.20</i>.</p><p>Our base case scenario is a <i>multiple of 20</i>on TSLA&#39;s 2032 earnings. This gives us a 2032 price target of $1004 per share, implying a return of just 3<i>% per</i> annum.</p><p><b>Risks To The Thesis</b></p><p>There is risk on the upside and downside of this estimation. Tesla is a constantly evolving business, operating in a difficult industry. The company can change materially in 10 years&#39; time. On the upside, a 2032 price of $1500/share is reasonable if there are positive developments in A.I. and renewables. On the downside, a 2032 price of $500/share is possible if Tesla fails to innovate or loses market share. Remember, mature auto manufacturers tend to have a PE of just 10.</p></body></html>","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: What The Future Holds</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: What The Future Holds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516271-tesla-what-future-holds><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe present a detailed analysis of Tesla's growth prospects, revenue streams, and market share.TSLA has grown substantially over the past few years, but so has the entire auto industry. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516271-tesla-what-future-holds\">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/4516271-tesla-what-future-holds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142862393","content_text":"SummaryWe present a detailed analysis of Tesla's growth prospects, revenue streams, and market share.TSLA has grown substantially over the past few years, but so has the entire auto industry. The automotive business may be at a cyclical peak.From these price levels, we believe TSLA will return just 3% per annum to long-term shareholders.Investment ThesisTesla Inc (NASDAQ:TSLA) has perhaps been the most popular investment globally over the past five years. During that time, the stock has gained nearly 1000% in value and now trades at a PE of 100.Tesla needs to deliver substantial growth in a competitive and cyclical industry to justify its current valuation. We take the view of the long-term shareholder and argue the risk still outweighs the reward.A Cyclical PeakThe COVID-19 recession was not a typical recession. Interest rates hit rock bottom, making a new vehicle purchase very affordable. Banks were willing to lend, and consumers had more cash around than ever before.Cash Balances of U.S. Consumers (RSM)Tesla's margins have increased, but that is an industry-wide phenomena. Toyota Motor Corp. (TM) is the largest auto manufacturer in the world by revenue. The company has never seen profit margins as high as 2021.Data by YChartsWhile this is all great news, the auto industry is notoriously capital intensive and cyclical. Inflation increases the cost of manufacturing vehicles. As interest rates rise, Tesla may not be able to pass those costs on to consumers. Nearly every auto manufacturer experienced loses in the global financial crisis of 2009, and some even went bankrupt. Tesla is not immune to seeing its net income and margins decline if we see another substantial recession.Tesla's Future GrowthFirst, let's take a look at earnings estimates for TSLA:Tesla EPS Forecast (NASDAQ)From 2022 to 2025, TSLA's earnings per share are projected to grow at 30% per annum. Yes, the days of 50% per annum growth are in the rearview mirror for TSLA. But, 30% is nothing to complain about. The problem is, growth often continues to slow as a company matures.Competition & Market ShareTesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think that this move should expand Tesla's share of global EV sales. But from 2020 to 2021, Tesla's global market share actually shrank from 17% to just under14%.Despite this recent performance, we are estimating that Tesla maintains its current market share. TSLA's global expansion should eventually help in this regard. The company can also sell more entry-level EV's to maintain its share.Competition is stronger for EV manufacturers now than it was three years ago. Every automaker globally knows the world is transitioning to electric vehicles. In China, BYD Co Ltd (OTCPK:BYDDF) presents a challenge for TSLA. Globally, Tesla is also up against many strong and entrenched brands such as Mercedes-Benz (OTCPK:DDAIF), Ford (F), and Toyota. Yes, they may not have the technology to match Tesla yet, but we cannot know for sure what the future holds.Global EV Market Share (Statista)Follow The MoneyTesla is still a car company first. To simplify, Tesla's revenue comes from two sources, automotive (EVs) and energy generation and storage (Energy). The energy part of the business represents only 5% of the revenue. Despite what people say, 95% of the TSLA's revenue still comes from automotive sales and related products.Below is a breakdown of Tesla's Revenue for 2021:Tesla Revenue Breakdown (2021 TSLA Annual Report)From 2018 to 2021, Tesla's sales and leasing revenue from the energy business grew 21% per year from$1.56 billion to $2.79 billion. The remaining revenue from automotive and related products grew 37% per year. The energy business is near profitability, but still making losses. The cost of its revenue sits at$2.92 billion.The Future Of EVEV sales globally should grow around 20% per annum over the next decade.The number of electric vehicles sold globally is projected to grow at 17.5% per annum. We are projecting the per unit price of an EV to grow at just 2% per annum as competition improves, interest rates normalize, and used EV's come online.The Tesla StoryThe future of Tesla is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk's many grand ideas. When those revenues do materialize, the businesses are likely to be loss making, much like TSLA's energy business has been thus far. Competition will be strong in these fields. There are many innovative entrepreneurs, especially in China and the U.S.MarginsWhen it comes to Tesla's margins, there is just as much uncertainty. Margins for the auto business may have peaked as the industry seems to be at a cyclical high. Competition will only get stronger. Keep in mind that the auto industry is capital intensive and cyclical, with many producers reporting negative net margins in times of recession. On the other hand, the energy business should be profitable in the future. And, it is likely that Tesla develops another prominent business that is also profitable in 10 years' time.We are assuming these factors cancel each other out, resulting in a continuation of TSLA'scurrent net margin of 13.5%.Our EstimateCombining our projections for Tesla's market share, margins, EV sales, and energy business, we estimate Tesla will grow net income at 20% per year. The probability of underperformance in automotive and the probability of profitable developments in a new business appear equally weighted.The ValuationWe are projecting TSLA to make $52 billion in 2032. This is a result of growing the company's net income($8.4 billion) at 20% per annum. We are also projecting shares outstanding to remain unchanged at 1.036 billion. This results in 2032earnings per share of $50.20.Our base case scenario is a multiple of 20on TSLA's 2032 earnings. This gives us a 2032 price target of $1004 per share, implying a return of just 3% per annum.Risks To The ThesisThere is risk on the upside and downside of this estimation. Tesla is a constantly evolving business, operating in a difficult industry. The company can change materially in 10 years' time. On the upside, a 2032 price of $1500/share is reasonable if there are positive developments in A.I. and renewables. On the downside, a 2032 price of $500/share is possible if Tesla fails to innovate or loses market share. Remember, mature auto manufacturers tend to have a PE of just 10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026225242,"gmtCreate":1653390142486,"gmtModify":1676535272745,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Yes $TSLA it's a buy ✅","listText":"Yes $TSLA it's a buy ✅","text":"Yes $TSLA it's a buy ✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026225242","repostId":"2237691633","repostType":2,"repost":{"id":"2237691633","kind":"highlight","pubTimestamp":1653376916,"share":"https://ttm.financial/m/news/2237691633?lang=&edition=fundamental","pubTime":"2022-05-24 15:21","market":"us","language":"en","title":"Tesla: Time To Pull The Buy Trigger","url":"https://stock-news.laohu8.com/highlight/detail?id=2237691633","media":"seekingalpha","summary":"SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai s","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.</li><li>Therefore, the consensus estimates have been revised downwards to reflect the weaker outlook in its production and deliveries. Investors need to pay attention to its double shift resumption.</li><li>Our price action analysis suggests that a potential bottom could occur. However, a reversal signal is still pending. Otherwise, a fall to $550 is possible.</li><li>We revise our rating from Hold to Buy. We believe the risk/reward profile has improved markedly from April.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" width=\"100%\" height=\"auto\"/><span>Xiaolu Chu/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>Tesla, Inc. (NASDAQ:TSLA) has seen its stock battered after forming a top in early April. The market makers drew in unsuspecting investors who were optimistic going into its FQ1 earnings card.</p><p>We presented in our previous article that TSLA stock looked overvalued post-earnings. However, we also emphasized to investors not to underestimate the headwinds from its Q2 snarls, given Tesla&#39;s significant manufacturing exposure in China. Also, we highlighted that higher raw materials costs might not have been factored in adequately. Furthermore, Giga Berlin and Texas are still early in their ramp. Therefore, replacing those lost units from Shanghai would be highly challenging, even with Fremont going overtime.</p><p>Consequently, the weaker recovery in ramp from Giga Shanghai has impacted its Q2 forecasts. As a result, the consensus estimates have been revised markedly to reflect Tesla&#39;s weaker than expected deliveries and production.</p><p>Our price action analysis suggests that TSLA stock is at a near-term bottom. While it has no bear-trap reversal signal yet, we are confident that the current bottom would hold. Notably, TSLA stock last traded at an NTM normalized P/E of 51.28x. Moreover, at its deep retracements in 2019 and 2020, TSLA stock held its bottom at around the 50x P/E mark. Therefore, we think the risk/reward seems to be on the upside, as long as Shanghai&#39;s ramp recovery remains on track.</p><p>Accordingly, we revise our rating on TSLA stock from Hold to Buy, as we believe the risk/reward profile has improved significantly.</p><p><b>Revised Estimates Reflect Q2&#39;s Uncertainties</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c389c151bdc6da19cea022d761f1e0b8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Tesla revenue change % and EBIT margins % consensus estimates (TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf58d3ea7239371fbcef2ea53c31fb3\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Tesla GAAP EPS comps (TIKR)</span></p><p>Tesla&#39;s FQ2 estimates have been revised further downwards from April. We think it&#39;s justified because Tesla&#39;s Shanghai manufacturing capacity has been significantly impacted. Based on the latest updates, Giga Shanghai could be in a closed-loop system until mid-June. However, it has been unable to shift to a higher gear with a double shift system, as the plant operated at 45% capacity. Bloomberg reported that the second shift could resume this week. Therefore, we urge investors to pay attention to updates regarding the resumption of the second shift. It&#39;s critical to recover its manufacturing cadence while Berlin and Texas continue their early ramp.</p><p>As a result, the consensus estimates over its Q2 deliveries outlook have shrunk by more than 20%, from 350K (pre-lockdowns) to 277K. Consequently, Tesla&#39;s revenue growth estimates for FQ2 have also been revised to 50.8%, down from 58.5% in April. It also represents a significant downtick from Q1&#39;s 80.5% growth. Furthermore, its EBIT margins have also been impacted, down slightly from April estimates of 14.8% to 14.6%.</p><p>Notably, its GAAP EPS estimates have also been revised downwards from April&#39;s $1.94 (up 90.1% YoY) to $1.85 (up 81.1% YoY). Hence, we believe the reaction in the market is justified, as the market needs to price in the uncertainties in Q2.</p><p>Notwithstanding, the Street expects Tesla to pick up the pace rapidly in H2&#39;22. Tesla is expected to compensate for its Q2&#39;s snarls in H2, with its revenue and EPS estimates upgraded. Therefore, the Street expects the impact to be isolated to Q2 and not structural.</p><p>Nevertheless, we remain cautiously optimistic over its prospects in H2. Shanghai has started to reopen for business, with the city planning to restore more normal life and operations by the end of June. Therefore, we believe that the prognosis is favorable, but we urge investors to continue monitoring the lockdowns situation in China.</p><p><b>Price Action Is Constructive</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd63437c568674bb7c92bf35e2b5b260\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>TSLA stock price chart (TradingView)</span></p><p>TSLA stock has a series of astute bull traps designed by the market makers to draw in buyers at the top, as seen above. We believe the market is still digesting the steep gains from Q4&#39;21, leading to the bull trap seen in October 2021.</p><p>The market also set a series of intermediate traps in January and April. Therefore, investors are urged to pay close attention to TSLA stock price action and avoid adding near those traps shown above.</p><p>However, the stock is currently testing a significant support zone and could form a double-bottom bear trap. Notwithstanding, it remains tentative, with no price action reversal signal yet. Investors should note that the potential for a fall to $550 is possible if the current level fails to hold.</p><p><b>Tesla&#39;s Valuation Is More Attractive Than April</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75120c602cb10783f325ae6268619166\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TSLA stock NTM normalized P/E and NTM normalized EPS (TIKR)</span></p><p>TSLA stock last traded at an NTM normalized P/E of 51.28x. Notably, the 50 P/E metric has marked a bottom in 2018, 2019, and 2020. Therefore, the market could support TSLA stock at the current levels. Furthermore, Tesla&#39;s adjusted EPS consensus estimates have continued to rise robustly, undergirding its valuation.</p><p>Therefore, we think the valuation of TSLA stock makes more sense now.</p><p><b>Is TSLA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on TSLA stock from Hold to Buy</i>. Our fundamental thesis is based on Shanghai lockdowns not worsening from here, helping Giga Shanghai to resume its two shifts cadence soon. Our price action analysis suggests a potential double bottom bear trap but has not been validated yet. So, more conservative investors may want to wait before pulling the buy trigger. Otherwise, a fall to the $550 level is possible before a reversal occurs.</p><p>We also think that TSLA stock at around 50x NTM normalized P/E is a more attractive valuation as it had held the level in its previous deep retracements.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time To Pull The Buy Trigger</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: Time To Pull The Buy Trigger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 15:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513916-tesla-time-to-pull-buy-trigger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.Therefore, the consensus estimates have been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513916-tesla-time-to-pull-buy-trigger\">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/4513916-tesla-time-to-pull-buy-trigger","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237691633","content_text":"SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.Therefore, the consensus estimates have been revised downwards to reflect the weaker outlook in its production and deliveries. Investors need to pay attention to its double shift resumption.Our price action analysis suggests that a potential bottom could occur. However, a reversal signal is still pending. Otherwise, a fall to $550 is possible.We revise our rating from Hold to Buy. We believe the risk/reward profile has improved markedly from April.Xiaolu Chu/Getty Images NewsInvestment ThesisTesla, Inc. (NASDAQ:TSLA) has seen its stock battered after forming a top in early April. The market makers drew in unsuspecting investors who were optimistic going into its FQ1 earnings card.We presented in our previous article that TSLA stock looked overvalued post-earnings. However, we also emphasized to investors not to underestimate the headwinds from its Q2 snarls, given Tesla's significant manufacturing exposure in China. Also, we highlighted that higher raw materials costs might not have been factored in adequately. Furthermore, Giga Berlin and Texas are still early in their ramp. Therefore, replacing those lost units from Shanghai would be highly challenging, even with Fremont going overtime.Consequently, the weaker recovery in ramp from Giga Shanghai has impacted its Q2 forecasts. As a result, the consensus estimates have been revised markedly to reflect Tesla's weaker than expected deliveries and production.Our price action analysis suggests that TSLA stock is at a near-term bottom. While it has no bear-trap reversal signal yet, we are confident that the current bottom would hold. Notably, TSLA stock last traded at an NTM normalized P/E of 51.28x. Moreover, at its deep retracements in 2019 and 2020, TSLA stock held its bottom at around the 50x P/E mark. Therefore, we think the risk/reward seems to be on the upside, as long as Shanghai's ramp recovery remains on track.Accordingly, we revise our rating on TSLA stock from Hold to Buy, as we believe the risk/reward profile has improved significantly.Revised Estimates Reflect Q2's UncertaintiesTesla revenue change % and EBIT margins % consensus estimates (TIKR)Tesla GAAP EPS comps (TIKR)Tesla's FQ2 estimates have been revised further downwards from April. We think it's justified because Tesla's Shanghai manufacturing capacity has been significantly impacted. Based on the latest updates, Giga Shanghai could be in a closed-loop system until mid-June. However, it has been unable to shift to a higher gear with a double shift system, as the plant operated at 45% capacity. Bloomberg reported that the second shift could resume this week. Therefore, we urge investors to pay attention to updates regarding the resumption of the second shift. It's critical to recover its manufacturing cadence while Berlin and Texas continue their early ramp.As a result, the consensus estimates over its Q2 deliveries outlook have shrunk by more than 20%, from 350K (pre-lockdowns) to 277K. Consequently, Tesla's revenue growth estimates for FQ2 have also been revised to 50.8%, down from 58.5% in April. It also represents a significant downtick from Q1's 80.5% growth. Furthermore, its EBIT margins have also been impacted, down slightly from April estimates of 14.8% to 14.6%.Notably, its GAAP EPS estimates have also been revised downwards from April's $1.94 (up 90.1% YoY) to $1.85 (up 81.1% YoY). Hence, we believe the reaction in the market is justified, as the market needs to price in the uncertainties in Q2.Notwithstanding, the Street expects Tesla to pick up the pace rapidly in H2'22. Tesla is expected to compensate for its Q2's snarls in H2, with its revenue and EPS estimates upgraded. Therefore, the Street expects the impact to be isolated to Q2 and not structural.Nevertheless, we remain cautiously optimistic over its prospects in H2. Shanghai has started to reopen for business, with the city planning to restore more normal life and operations by the end of June. Therefore, we believe that the prognosis is favorable, but we urge investors to continue monitoring the lockdowns situation in China.Price Action Is ConstructiveTSLA stock price chart (TradingView)TSLA stock has a series of astute bull traps designed by the market makers to draw in buyers at the top, as seen above. We believe the market is still digesting the steep gains from Q4'21, leading to the bull trap seen in October 2021.The market also set a series of intermediate traps in January and April. Therefore, investors are urged to pay close attention to TSLA stock price action and avoid adding near those traps shown above.However, the stock is currently testing a significant support zone and could form a double-bottom bear trap. Notwithstanding, it remains tentative, with no price action reversal signal yet. Investors should note that the potential for a fall to $550 is possible if the current level fails to hold.Tesla's Valuation Is More Attractive Than AprilTSLA stock NTM normalized P/E and NTM normalized EPS (TIKR)TSLA stock last traded at an NTM normalized P/E of 51.28x. Notably, the 50 P/E metric has marked a bottom in 2018, 2019, and 2020. Therefore, the market could support TSLA stock at the current levels. Furthermore, Tesla's adjusted EPS consensus estimates have continued to rise robustly, undergirding its valuation.Therefore, we think the valuation of TSLA stock makes more sense now.Is TSLA Stock A Buy, Sell, Or Hold?We revise our rating on TSLA stock from Hold to Buy. Our fundamental thesis is based on Shanghai lockdowns not worsening from here, helping Giga Shanghai to resume its two shifts cadence soon. Our price action analysis suggests a potential double bottom bear trap but has not been validated yet. So, more conservative investors may want to wait before pulling the buy trigger. Otherwise, a fall to the $550 level is possible before a reversal occurs.We also think that TSLA stock at around 50x NTM normalized P/E is a more attractive valuation as it had held the level in its previous deep retracements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086681610,"gmtCreate":1650449078884,"gmtModify":1676534726266,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Of cos. Not $TSLA to the moon!","listText":"Of cos. Not $TSLA to the moon!","text":"Of cos. Not $TSLA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086681610","repostId":"1105569285","repostType":2,"repost":{"id":"1105569285","kind":"news","pubTimestamp":1650468622,"share":"https://ttm.financial/m/news/1105569285?lang=&edition=fundamental","pubTime":"2022-04-20 23:30","market":"us","language":"en","title":"Is The End Near For Musk And Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1105569285","media":"Seeking Alpha","summary":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ","content":"<html><head></head><body><p>Summary</p><ul><li>Despite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.</li><li>While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.</li><li>The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.</li></ul><p>For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.</p><p><b>End of the Road for Musk</b></p><p>Most investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.</p><p>The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.</p><p>Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.</p><p>We think that moment has come.</p><p><b>Musk Meets His Maker: Twitter</b></p><p>In our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.</p><p>The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.</p><p>As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.</p><p><b>Live by the Stunt, Die by the Stunt</b></p><p>Ultimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.</p><p>Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.</p><p>Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.</p><p><b>Why Haven’t Regulators Done Anything Before Now?</b></p><p>Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.</p><p>Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:</p><ul><li>stock and cryptocurrency manipulation</li><li>false advertising of Full Self Driving (FSD)</li><li>ignoring safety authorities</li><li>neglecting to file documentation on time related to his purchase of Twitter’s shares</li><li>and other claims of dubious veracity</li></ul><p><b>What Will Regulators Do When the Bubble Pops?</b></p><p>Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.</p><p><b>Trouble on the Horizon</b></p><p>All the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.</p><p><b>Incumbents Are Catching Up:</b> Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.</p><p>The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.</p><p>Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start <i>selling</i> <i>cars</i>to make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.</p><p><b>Market Share Losses Continue:</b> Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.</p><p>Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.</p><p><b>Figure 2: Tesla’s Share of the Global EV Sales</b></p><p><img src=\"https://static.tigerbbs.com/bc4dd16dde86e1ab31f85bd8a2af4aee\" tg-width=\"630\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Market Share Since 2019(New Constructs, LLC)</p><p>Sources: New Constructs, LLC, EV-volumes.com and Statista</p><p><b>Slow Start to 2022:</b>Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.</p><p><b>Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV Market</b></p><p>Despite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.</p><p>Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.</p><p>To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.</p><p>Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:</p><ul><li>15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)</li><li>7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])</li><li>21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)</li></ul><p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):</p><ul><li>57% for 15 million vehicles</li><li>64% for 17 million vehicles</li><li>83% for 21 million vehicles</li></ul><p>If we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:</p><ul><li>31% for 15 million vehicles</li><li>35% for 17 million vehicles</li><li>45% for 21 million vehicles</li></ul><p><b>Figure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/Share</b></p><p><img src=\"https://static.tigerbbs.com/bad84793f241565c81ebb0d29b01242c\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied Vehicle Production(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><b>Tesla Must Generate More Profits Than Apple For Investors to Make Money</b></p><p>Below are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.</p><p>Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:</p><ul><li>immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) and</li><li>grow revenue by 32% compounded annually from 2022 to 2030.</li></ul><p>In this scenario, Tesla generates <i>$811 billion</i> in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.</p><p>This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.</p><p><b>TSLA Has 46% Downside If Morgan Stanley Is Right About Sales</b></p><p>If we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:</p><ul><li>NOPAT margin improves to 14% and</li><li>revenue grows 27% compounded annually over the next decade, then</li></ul><p>the stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.</p><p><b>TSLA Has 80%+ Downside Even with 27% Market Share and Realistic Margins</b></p><p>If we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:</p><ul><li>NOPAT margin improves to 9% (equal to Toyota’s TTM margin) and</li><li>revenue grows by consensus estimates from 2022 to 2024 and</li><li>revenue grows 17% a year from 2025 to 2030, then</li></ul><p>the stock is worth just $200/share today – an 80% downside to the current price.</p><p>In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.</p><p>We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.</p><p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p><p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/3e43f865637ac4c84e8199df2b05d061\" tg-width=\"630\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied NOPAT(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p>Each of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.</p><p>An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.</p><p>In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p><p><b>Tesla Won’t Be the Only One to Fall</b></p><p>Other meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.</p><p>Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.</p><p>AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.</p><p>Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.</p><p><b>Figure 5: Meme Stock’s Market Cap, Economic Book Value &amp; FCF: TTM</b></p><p><img src=\"https://static.tigerbbs.com/add55782c8e6b0e8a891f84c9ec7421f\" tg-width=\"630\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p><p>Meme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><i>This article originally published on April 14, 2022.</i></p><p><i>Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.</i></p><p>[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries</p><p>[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nIs The End Near For Musk And Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla\">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/4501979-is-the-end-near-for-musk-and-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105569285","content_text":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.End of the Road for MuskMost investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.We think that moment has come.Musk Meets His Maker: TwitterIn our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.Live by the Stunt, Die by the StuntUltimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.Why Haven’t Regulators Done Anything Before Now?Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:stock and cryptocurrency manipulationfalse advertising of Full Self Driving (FSD)ignoring safety authoritiesneglecting to file documentation on time related to his purchase of Twitter’s sharesand other claims of dubious veracityWhat Will Regulators Do When the Bubble Pops?Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.Trouble on the HorizonAll the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.Incumbents Are Catching Up: Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start selling carsto make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.Market Share Losses Continue: Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.Figure 2: Tesla’s Share of the Global EV SalesTSLA Market Share Since 2019(New Constructs, LLC)Sources: New Constructs, LLC, EV-volumes.com and StatistaSlow Start to 2022:Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV MarketDespite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):57% for 15 million vehicles64% for 17 million vehicles83% for 21 million vehiclesIf we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:31% for 15 million vehicles35% for 17 million vehicles45% for 21 million vehiclesFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/ShareTSLA DCF Implied Vehicle Production(New Constructs, LLC)Sources: New Constructs, LLC and company filingsTesla Must Generate More Profits Than Apple For Investors to Make MoneyBelow are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) andgrow revenue by 32% compounded annually from 2022 to 2030.In this scenario, Tesla generates $811 billion in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.TSLA Has 46% Downside If Morgan Stanley Is Right About SalesIf we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:NOPAT margin improves to 14% andrevenue grows 27% compounded annually over the next decade, thenthe stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.TSLA Has 80%+ Downside Even with 27% Market Share and Realistic MarginsIf we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:NOPAT margin improves to 9% (equal to Toyota’s TTM margin) andrevenue grows by consensus estimates from 2022 to 2024 andrevenue grows 17% a year from 2025 to 2030, thenthe stock is worth just $200/share today – an 80% downside to the current price.In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation ScenariosTSLA DCF Implied NOPAT(New Constructs, LLC)Sources: New Constructs, LLC and company filingsEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.Tesla Won’t Be the Only One to FallOther meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.Figure 5: Meme Stock’s Market Cap, Economic Book Value & FCF: TTMMeme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)Sources: New Constructs, LLC and company filingsThis article originally published on April 14, 2022.Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088658818,"gmtCreate":1650340840685,"gmtModify":1676534701038,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"It's a Buy for sure&nbsp;","listText":"It's a Buy for sure&nbsp;","text":"It's a Buy for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088658818","repostId":"1159339703","repostType":2,"repost":{"id":"1159339703","kind":"news","pubTimestamp":1650338536,"share":"https://ttm.financial/m/news/1159339703?lang=&edition=fundamental","pubTime":"2022-04-19 11:22","market":"us","language":"en","title":"Is Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159339703","media":"Seeking Alpha","summary":"\" section below, I touch on TSLA's new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.In a later section of this article, I touch on how TSLA's Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.When Does Tesla Report Earnings?Tesla is reporting the company's earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per it","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla&#39;s Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.</li><li>I expect TSLA&#39;s first-quarter earnings to meet market expectations, but I am less certain about the company&#39;s FY 2021 financial outlook.</li><li>I view Tesla stock as a Hold ahead of upcoming earnings, considering both the company&#39;s full-year prospects and its valuations.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0cb9c2d1a08ba46bbabbfd256c05c3\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>I have a Hold rating for Tesla, Inc.&#39;s (NASDAQ:TSLA) shares. I discussed about TSLA&#39;s above-expectations Q3 2021 deliveries in my earlier article published on October 15, 2021. In this current article, I look at how Tesla&#39;s Q1 2022 deliveries offer a preview of the company&#39;s upcoming quarterly earnings.</p><p>TSLA&#39;s first-quarter deliveries were only slightly below the market consensus&#39; estimates, and this supports my view that the company&#39;s upcoming Q1 2022 earnings will live up to the market&#39;s expectations. However, there is greater uncertainty over Tesla&#39;s full-year financial performance taking into account the current Shanghai lockdown and the potential drag of the new production facilities on its profitability. As such, I deem a Hold investment rating to be appropriate for TSLA&#39;s shares.</p><p><b>TSLA Stock Key Metrics</b></p><p>On April 2, 2022, TSLA issued a press release announcing the company&#39;s deliveries and production figures for Q1 2022.</p><p>Tesla&#39;s deliveries increased by +67.7% YoY and +0.5% QoQ to 310,048 units in the first quarter of this year. Specifically, deliveries for Model 3/Y grew +61.5% YoY to 295,324 units in Q1 2022, but declined marginally by -0.5% on a QoQ basis. The company&#39;s Model S/X deliveries expanded by +25.1% QoQ and +625.3% YoY to 14,724 units in the most recent quarter.</p><p>More significantly, TSLA&#39;s actual Q1 2022 deliveries fell slightly short of the sell-side&#39;s consensus forecast of312,000 units. I go into detail about the current lockdown in Shanghai, China which could have accounted for the deliveries miss in a subsequent section of the article titled &#34;What To Expect From Earnings&#34;.</p><p>On the positive side of things, Tesla&#39;s production numbers were roughly flat on a QoQ basis at 305,407 units in the first quarter of 2022 as compared to 305,840 units produced in the final quarter of the prior year. In fact, I estimate that TSLA&#39;s daily production rate improved by +2% QoQ in Q1 2022 vis-a-vis Q4 2021 (different numbers of days in two quarters). In the &#34;What Is Tesla&#39;s Forecast?&#34; section below, I touch on TSLA&#39;s new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.</p><p>In a later section of this article, I touch on how TSLA&#39;s Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.</p><p><b>When Does Tesla Report Earnings?</b></p><p>Tesla is reporting the company&#39;s earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per its media release dated April 2, 2022 which was referred to in the preceding section of this article.</p><p><b>What To Expect From Earnings?</b></p><p>The Wall Street&#39;s consensus financial estimates suggest that Tesla&#39;s revenue and non-GAAP normalized earnings per share will grow by +71% YoY and +144% YoY to$17.8 billion and $2.26, respectively in the first quarter.</p><p>Notably, there have been very marginal changes made to the Q1 2022 consensus numbers for TSLA in recent months, even after the disclosure of deliveries in early-April. Tesla&#39;s consensus Q1 top line and bottom line were raised by+0.6% and +0.9%, respectively in the past one months. In the last three months, TSLA&#39;s consensus first quarter revenue was revised upwards by +0.5%, while analysts increased the consensus Q1 EPS by +0.3%. This implies that the market has confidence in Tesla&#39;s ability to deliver the results in the first quarter of this year, and I think the analysts are right.</p><p>In terms of sales volume, Tesla is likely to have been negatively affected by the COVID-19 lockdown in Shanghai, China which began onMarch 28, 2022. But this should have a very limited impact on TSLA&#39;s Q1 revenue given that the lockdown only happened in the last week of March, and this is validated by the fact that the company&#39;s first-quarter deliveries only missed the consensus estimates marginally. But if the lockdown in Shanghai does not ease going forward, TSLA&#39;s operating and financial performance for Q2 2022 could also be adversely affected.</p><p>With respect to pricing, TSLA has sent a strong signal to investors that the company has the pricing power to pass on cost increases to its customers. An April 7, 2022<i>Seeking Alpha News</i> article mentioned that the company &#34;has raised the price of the Model 3 Long Range and Performance variants in the United States&#34; this month. In the news article, it is also highlighted that Tesla has previously raised prices in March as well. This should help to sustain TSLA&#39;s profitability at the gross margin level.</p><p>In a nutshell, I don&#39;t see any major surprises relating to Tesla&#39;s Q1 2022 earnings announcement on April 20, 2022, as I expect the company&#39;s financial performance in the first quarter to be in line with what Wall Street is forecasting.</p><p><b>Is TSLA Stock Overvalued Now?</b></p><p>It is natural to be concerned if TSLA&#39;s shares are overvalued now considering its good share price performance.</p><p><b>Tesla&#39;s Stock Price Performance For The Past One Year</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dad935ce8636d8fa3617a0ef7ce0f18d\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>TSLA&#39;s 2022 Year-to-date Share Price Performance</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22536e30336b72c2748f01484bf40f41\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>As per the charts presented above, Tesla&#39;s shares have outperformed the S&amp;P 500 for both the one-year and year-to-date time periods.</p><p>But I assess Tesla&#39;s stock to be fairly valued.</p><p>My target price for TSLA is $1,026 based on a forward fiscal 2025 Enterprise Value-to-Revenue multiple of 12 times applied to the company&#39;s consensus FY 2025 top line estimate of $144 billion, and discounted back to the present. My price target is only +4% above Tesla&#39;s last traded share price of $985 as of April 14, 2022, and this supports my view that TSLA is currently at a fair valuation.</p><p><b>What Is Tesla&#39;s Forecast?</b></p><p>It is more important to evaluate the expectations for Tesla&#39;s full-year 2022 results rather than just focusing on the upcoming quarter.</p><p>TSLA is expected to expand the company&#39;s top line and bottom line by +54% and +57% to $82.8 billion and $10.67 per share, respectively for FY 2022. I have a mixed view of whether Tesla can achieve these numbers.</p><p>There has been a slight easing of pandemic restrictions in Shanghai, evidenced by the fact that &#34;some residents of Shanghai were allowed out of their houses and apartments following a two-week shutdown&#34;, according to a recent <i>Seeking Alpha News</i> article published on April 13, 2022. But as long as China sticks to its &#34;COVID-zero&#34; policy, there is always a risk that there could be tightening of COVID-19 restrictions or new lockdowns in Shanghai going forward assuming another spike in pandemic cases somewhere down the road. In other words, this poses downside risks to Tesla&#39;s full-year 2022 deliveries and revenue.</p><p>Separately, new production facilities in Berlin and Austin should be positive for Tesla in terms of increasing the company&#39;s production capacity to meet future demand. According to an April 8, 2022 sell-side report (not publicly available) published by <i>Wedbush</i> titled &#34;Giga Austin Rodeo Takeaways&#34;, Tesla is estimated to &#34;have the run rate capacity for overall ~2 million units annually (by end-2022) from roughly 1 million today&#34; thanks to the Austin and Berlin factories. But it is also inevitable that Tesla&#39;s profit margins will be hurt in the short-term, as the production facilities in Berlin and Austin will naturally be unable to run at their optimal capacities in the early stages of production ramp-up.</p><p>In summary, there are downside risks to TSLA&#39;s revenue and earnings which should warrant attention. It is necessary to watch the China/Shanghai COVID-19 situation and the progress of the Austin and Berlin factories closely to determine if Tesla can deliver a good financial performance for full-year 2022.</p><p>A wildcard for Tesla&#39;s future outlook is Elon Musk&#39;sproposed buyout of Twitter (TWTR). Assuming Elon Musk&#39;s acquisition of TWTR is successful, he could potentially leverage on the Twitter platform to build a stronger community of Tesla buyers and owners. However, as it stands now, Twitter&#39;s board does not seem receptive to the buyout offer, so the deal might not go through.</p><p><b>Is TSLA Stock A Buy, Sell, or Hold?</b></p><p>Tesla stock remains a Hold. I see TSLA&#39;s delivering in-line earnings Q1 2022, implying that there won&#39;t be a substantial beat or miss for the quarter. Also, Tesla&#39;s valuations are deemed to be fair according to my price target; and I have a mixed view of Tesla&#39;s outlook for full-year 2022.</p></body></html>","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>Is Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?</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\">\nIs Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501597-tesla-stock-buy-sell-upcoming-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.I expect TSLA's first-quarter earnings to meet market expectations, but I am less ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501597-tesla-stock-buy-sell-upcoming-earnings\">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/4501597-tesla-stock-buy-sell-upcoming-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159339703","content_text":"SummaryTesla's Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.I expect TSLA's first-quarter earnings to meet market expectations, but I am less certain about the company's FY 2021 financial outlook.I view Tesla stock as a Hold ahead of upcoming earnings, considering both the company's full-year prospects and its valuations.jetcityimage/iStock Editorial via Getty ImagesElevator PitchI have a Hold rating for Tesla, Inc.'s (NASDAQ:TSLA) shares. I discussed about TSLA's above-expectations Q3 2021 deliveries in my earlier article published on October 15, 2021. In this current article, I look at how Tesla's Q1 2022 deliveries offer a preview of the company's upcoming quarterly earnings.TSLA's first-quarter deliveries were only slightly below the market consensus' estimates, and this supports my view that the company's upcoming Q1 2022 earnings will live up to the market's expectations. However, there is greater uncertainty over Tesla's full-year financial performance taking into account the current Shanghai lockdown and the potential drag of the new production facilities on its profitability. As such, I deem a Hold investment rating to be appropriate for TSLA's shares.TSLA Stock Key MetricsOn April 2, 2022, TSLA issued a press release announcing the company's deliveries and production figures for Q1 2022.Tesla's deliveries increased by +67.7% YoY and +0.5% QoQ to 310,048 units in the first quarter of this year. Specifically, deliveries for Model 3/Y grew +61.5% YoY to 295,324 units in Q1 2022, but declined marginally by -0.5% on a QoQ basis. The company's Model S/X deliveries expanded by +25.1% QoQ and +625.3% YoY to 14,724 units in the most recent quarter.More significantly, TSLA's actual Q1 2022 deliveries fell slightly short of the sell-side's consensus forecast of312,000 units. I go into detail about the current lockdown in Shanghai, China which could have accounted for the deliveries miss in a subsequent section of the article titled \"What To Expect From Earnings\".On the positive side of things, Tesla's production numbers were roughly flat on a QoQ basis at 305,407 units in the first quarter of 2022 as compared to 305,840 units produced in the final quarter of the prior year. In fact, I estimate that TSLA's daily production rate improved by +2% QoQ in Q1 2022 vis-a-vis Q4 2021 (different numbers of days in two quarters). In the \"What Is Tesla's Forecast?\" section below, I touch on TSLA's new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.In a later section of this article, I touch on how TSLA's Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.When Does Tesla Report Earnings?Tesla is reporting the company's earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per its media release dated April 2, 2022 which was referred to in the preceding section of this article.What To Expect From Earnings?The Wall Street's consensus financial estimates suggest that Tesla's revenue and non-GAAP normalized earnings per share will grow by +71% YoY and +144% YoY to$17.8 billion and $2.26, respectively in the first quarter.Notably, there have been very marginal changes made to the Q1 2022 consensus numbers for TSLA in recent months, even after the disclosure of deliveries in early-April. Tesla's consensus Q1 top line and bottom line were raised by+0.6% and +0.9%, respectively in the past one months. In the last three months, TSLA's consensus first quarter revenue was revised upwards by +0.5%, while analysts increased the consensus Q1 EPS by +0.3%. This implies that the market has confidence in Tesla's ability to deliver the results in the first quarter of this year, and I think the analysts are right.In terms of sales volume, Tesla is likely to have been negatively affected by the COVID-19 lockdown in Shanghai, China which began onMarch 28, 2022. But this should have a very limited impact on TSLA's Q1 revenue given that the lockdown only happened in the last week of March, and this is validated by the fact that the company's first-quarter deliveries only missed the consensus estimates marginally. But if the lockdown in Shanghai does not ease going forward, TSLA's operating and financial performance for Q2 2022 could also be adversely affected.With respect to pricing, TSLA has sent a strong signal to investors that the company has the pricing power to pass on cost increases to its customers. An April 7, 2022Seeking Alpha News article mentioned that the company \"has raised the price of the Model 3 Long Range and Performance variants in the United States\" this month. In the news article, it is also highlighted that Tesla has previously raised prices in March as well. This should help to sustain TSLA's profitability at the gross margin level.In a nutshell, I don't see any major surprises relating to Tesla's Q1 2022 earnings announcement on April 20, 2022, as I expect the company's financial performance in the first quarter to be in line with what Wall Street is forecasting.Is TSLA Stock Overvalued Now?It is natural to be concerned if TSLA's shares are overvalued now considering its good share price performance.Tesla's Stock Price Performance For The Past One YearSeeking AlphaTSLA's 2022 Year-to-date Share Price PerformanceSeeking AlphaAs per the charts presented above, Tesla's shares have outperformed the S&P 500 for both the one-year and year-to-date time periods.But I assess Tesla's stock to be fairly valued.My target price for TSLA is $1,026 based on a forward fiscal 2025 Enterprise Value-to-Revenue multiple of 12 times applied to the company's consensus FY 2025 top line estimate of $144 billion, and discounted back to the present. My price target is only +4% above Tesla's last traded share price of $985 as of April 14, 2022, and this supports my view that TSLA is currently at a fair valuation.What Is Tesla's Forecast?It is more important to evaluate the expectations for Tesla's full-year 2022 results rather than just focusing on the upcoming quarter.TSLA is expected to expand the company's top line and bottom line by +54% and +57% to $82.8 billion and $10.67 per share, respectively for FY 2022. I have a mixed view of whether Tesla can achieve these numbers.There has been a slight easing of pandemic restrictions in Shanghai, evidenced by the fact that \"some residents of Shanghai were allowed out of their houses and apartments following a two-week shutdown\", according to a recent Seeking Alpha News article published on April 13, 2022. But as long as China sticks to its \"COVID-zero\" policy, there is always a risk that there could be tightening of COVID-19 restrictions or new lockdowns in Shanghai going forward assuming another spike in pandemic cases somewhere down the road. In other words, this poses downside risks to Tesla's full-year 2022 deliveries and revenue.Separately, new production facilities in Berlin and Austin should be positive for Tesla in terms of increasing the company's production capacity to meet future demand. According to an April 8, 2022 sell-side report (not publicly available) published by Wedbush titled \"Giga Austin Rodeo Takeaways\", Tesla is estimated to \"have the run rate capacity for overall ~2 million units annually (by end-2022) from roughly 1 million today\" thanks to the Austin and Berlin factories. But it is also inevitable that Tesla's profit margins will be hurt in the short-term, as the production facilities in Berlin and Austin will naturally be unable to run at their optimal capacities in the early stages of production ramp-up.In summary, there are downside risks to TSLA's revenue and earnings which should warrant attention. It is necessary to watch the China/Shanghai COVID-19 situation and the progress of the Austin and Berlin factories closely to determine if Tesla can deliver a good financial performance for full-year 2022.A wildcard for Tesla's future outlook is Elon Musk'sproposed buyout of Twitter (TWTR). Assuming Elon Musk's acquisition of TWTR is successful, he could potentially leverage on the Twitter platform to build a stronger community of Tesla buyers and owners. However, as it stands now, Twitter's board does not seem receptive to the buyout offer, so the deal might not go through.Is TSLA Stock A Buy, Sell, or Hold?Tesla stock remains a Hold. I see TSLA's delivering in-line earnings Q1 2022, implying that there won't be a substantial beat or miss for the quarter. Also, Tesla's valuations are deemed to be fair according to my price target; and I have a mixed view of Tesla's outlook for full-year 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017040301,"gmtCreate":1649728407952,"gmtModify":1676534559194,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","listText":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","text":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017040301","repostId":"1179377912","repostType":2,"repost":{"id":"1179377912","kind":"news","pubTimestamp":1649728263,"share":"https://ttm.financial/m/news/1179377912?lang=&edition=fundamental","pubTime":"2022-04-12 09:51","market":"us","language":"en","title":"TSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=1179377912","media":"InvestorPlace","summary":"The Cyber Rodeo may be over, butTesla already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle isn’t in production yet, consumers can nowreservetheir own Roadsteron the company’s website. News of this step forward hasn’t pushed TSLA stock up yet, but this is only the start.After a week of riding high on momentum generated by the Cyber Rodeo, Tesla seems to be cooling off. While theelectric vehicle innovator","content":"<html><head></head><body><p>The Cyber Rodeo may be over, but <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle isn’t in production yet, consumers can now reserve their own Roadster on the company’s website. News of this step forward hasn’t pushed TSLA stock up yet, but this is only the start.</p><p>After a week of riding high on momentum generated by the Cyber Rodeo, Tesla seems to be cooling off. While the electric vehicle(EV) innovator rallied this morning, TSLA stock is still down nearly 5% for the day as of this writing. These declines are likely due to news of further Covid-19 restrictions in China; March brought the first decline in sales for the massive Chinese EV market in months.</p><p>This type of momentum isn’t great, but it’s nothing Tesla can’t overcome. The company has plenty of good news on the horizon that investors should be focused on.</p><p>What’s Happening with TSLA Stock?</p><p>It’s no secret that Tesla fans have wanted to see the Roadster hit the streets for years. The EV initially debuted in 2017 but saw ensuing delays. Last week at the Cyber Rodeo, however, CEO Elon Musk said that 2023 would bring a “massive wave of new products.” Then, just days later, Tesla opened up Roadster reservations on its site.</p><p>It’s hard not to admire this car’s sleek, innovative design. But what may be just as enticing to buyers is that the model is apparently “the quickest car in the world, with record-setting acceleration, range and performance.” Tesla already ushered in a new wave of transportation by bringing EVs to the mainstream. Now, it’s gearing up to deliver the sports car of the future.</p><p>Of course, there are plenty of details about the Roadster still emerging. While the base reservation fee is $50,000, customers still don’t know the exact price of the EV. The model showed off by Musk in 2017costed $200,000. Factoring in current inflationary trends, it’s safe to assume prices will be higher in 2023.</p><p>That said, what investors do know is that, as 2023 draws near, enthusiasm for the Roadster will skyrocket. New product hype has been a great driver for TSLA stock before. Last week, for example, the stock popped after Musk mentioned the Cybertruck at the Austin, Texas Cyber Rodeo event.</p><p>What It Means</p><p>Details are still coming to light, but that may work in the favor of investors. While Tesla enthusiasts watch and wait for updates on the Roadster, TSLA stock will likely rise on the momentum. Confirmation that the vehicle has entered production will send it up even further. All told, the opening of Roadster reservations means investors have several catalysts to look forward to.</p><p>Focus today is on the Roadster, but it’s also slated to arrive around the same time as the Tesla Cybertruck. Both vehicles will send TSLA stock up in the months ahead and into 2023. True, we’ve seen delays from Tesla before. But as Musktoutedat the Cyber Rodeo, the company has more space than ever to scale production.</p></body></html>","source":"lsy1606302653667","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>TSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut</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\">\nTSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Cyber Rodeo may be over, but Tesla(NASDAQ:TSLA) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/\">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://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179377912","content_text":"The Cyber Rodeo may be over, but Tesla(NASDAQ:TSLA) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle isn’t in production yet, consumers can now reserve their own Roadster on the company’s website. News of this step forward hasn’t pushed TSLA stock up yet, but this is only the start.After a week of riding high on momentum generated by the Cyber Rodeo, Tesla seems to be cooling off. While the electric vehicle(EV) innovator rallied this morning, TSLA stock is still down nearly 5% for the day as of this writing. These declines are likely due to news of further Covid-19 restrictions in China; March brought the first decline in sales for the massive Chinese EV market in months.This type of momentum isn’t great, but it’s nothing Tesla can’t overcome. The company has plenty of good news on the horizon that investors should be focused on.What’s Happening with TSLA Stock?It’s no secret that Tesla fans have wanted to see the Roadster hit the streets for years. The EV initially debuted in 2017 but saw ensuing delays. Last week at the Cyber Rodeo, however, CEO Elon Musk said that 2023 would bring a “massive wave of new products.” Then, just days later, Tesla opened up Roadster reservations on its site.It’s hard not to admire this car’s sleek, innovative design. But what may be just as enticing to buyers is that the model is apparently “the quickest car in the world, with record-setting acceleration, range and performance.” Tesla already ushered in a new wave of transportation by bringing EVs to the mainstream. Now, it’s gearing up to deliver the sports car of the future.Of course, there are plenty of details about the Roadster still emerging. While the base reservation fee is $50,000, customers still don’t know the exact price of the EV. The model showed off by Musk in 2017costed $200,000. Factoring in current inflationary trends, it’s safe to assume prices will be higher in 2023.That said, what investors do know is that, as 2023 draws near, enthusiasm for the Roadster will skyrocket. New product hype has been a great driver for TSLA stock before. Last week, for example, the stock popped after Musk mentioned the Cybertruck at the Austin, Texas Cyber Rodeo event.What It MeansDetails are still coming to light, but that may work in the favor of investors. While Tesla enthusiasts watch and wait for updates on the Roadster, TSLA stock will likely rise on the momentum. Confirmation that the vehicle has entered production will send it up even further. All told, the opening of Roadster reservations means investors have several catalysts to look forward to.Focus today is on the Roadster, but it’s also slated to arrive around the same time as the Tesla Cybertruck. Both vehicles will send TSLA stock up in the months ahead and into 2023. True, we’ve seen delays from Tesla before. But as Musktoutedat the Cyber Rodeo, the company has more space than ever to scale production.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576989150960200","authorId":"3576989150960200","name":"LeeJC","avatar":"https://static.tigerbbs.com/92ac69581df9593530341ee151d82ad3","crmLevel":5,"crmLevelSwitch":1,"idStr":"3576989150960200","authorIdStr":"3576989150960200"},"content":"exactly let's go!","text":"exactly let's go!","html":"exactly let's go!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013688572,"gmtCreate":1648719830723,"gmtModify":1676534385625,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Giga Berlin &amp; Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 &amp; Q2 P&amp;D. 🚀📈🤭","listText":"Giga Berlin &amp; Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 &amp; Q2 P&amp;D. 🚀📈🤭","text":"Giga Berlin & Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 & Q2 P&D. 🚀📈🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013688572","repostId":"2223359679","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019572950,"gmtCreate":1648615559050,"gmtModify":1676534365583,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"This is indeed. Truth. And stock price is undervalued now.&nbsp;","listText":"This is indeed. Truth. And stock price is undervalued now.&nbsp;","text":"This is indeed. Truth. And stock price is undervalued now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019572950","repostId":"1170524324","repostType":2,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019349421,"gmtCreate":1648541983465,"gmtModify":1676534351990,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"It will surge another 8% today","listText":"It will surge another 8% today","text":"It will surge another 8% today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019349421","repostId":"1168115060","repostType":2,"repost":{"id":"1168115060","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648541903,"share":"https://ttm.financial/m/news/1168115060?lang=&edition=fundamental","pubTime":"2022-03-29 16:18","market":"us","language":"en","title":"Tesla Shares Gained Another 2% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1168115060","media":"Tiger Newspress","summary":"Tesla shares gained another 2% in premarket trading.Tesla shares surged 8% yesterday.Tesla Inc will ","content":"<html><head></head><body><p>Tesla shares gained another 2% in premarket trading.Tesla shares surged 8% yesterday.</p><p><img src=\"https://static.tigerbbs.com/996b4b00ee994266e65f2b4ee3353afd\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday.</p><p>The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.</p><p>Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.</p><p>Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.</p><p>Tesla&#39;s electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.</p><p>However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.</p><p>Tesla said the stock dividend will be contingent on final approval.</p></body></html>","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 Shares Gained Another 2% in Premarket Trading</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 Shares Gained Another 2% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-29 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares gained another 2% in premarket trading.Tesla shares surged 8% yesterday.</p><p><img src=\"https://static.tigerbbs.com/996b4b00ee994266e65f2b4ee3353afd\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday.</p><p>The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.</p><p>Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.</p><p>Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.</p><p>Tesla&#39;s electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.</p><p>However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.</p><p>Tesla said the stock dividend will be contingent on final approval.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168115060","content_text":"Tesla shares gained another 2% in premarket trading.Tesla shares surged 8% yesterday.Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday.The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.Tesla's electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.Tesla said the stock dividend will be contingent on final approval.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010724537,"gmtCreate":1648476081629,"gmtModify":1676534342578,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"This is a $1600 for now. It's undervalued. While Berlin &amp; Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000&nbsp;NFA DYOR","listText":"This is a $1600 for now. It's undervalued. While Berlin &amp; Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000&nbsp;NFA DYOR","text":"This is a $1600 for now. It's undervalued. While Berlin & Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000 NFA DYOR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010724537","repostId":"1101698141","repostType":2,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010710233,"gmtCreate":1648470104112,"gmtModify":1676534341559,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Time for Moon. Buckle up Tesla bull! $TSLA","listText":"Time for Moon. Buckle up Tesla bull! $TSLA","text":"Time for Moon. Buckle up Tesla bull! $TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010710233","repostId":"1132642886","repostType":2,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036227802,"gmtCreate":1647131114678,"gmtModify":1676534196192,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"title":"Get in with this chance. Buy $TSLA","htmlText":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so.&nbsp;The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","listText":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so.&nbsp;The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","text":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so. The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036227802","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274765649363","authorId":"3479274765649363","name":"lolmei","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274765649363","authorIdStr":"3479274765649363"},"content":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity.","text":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity.","html":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039450884,"gmtCreate":1646104868583,"gmtModify":1676534091740,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Short it then","listText":"Short it then","text":"Short it then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039450884","repostId":"1106936697","repostType":2,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566293775093626","authorId":"3566293775093626","name":"Patek1975","avatar":"https://static.tigerbbs.com/a2e5f9a5d563704aaf5f2473be16f148","crmLevel":2,"crmLevelSwitch":1,"idStr":"3566293775093626","authorIdStr":"3566293775093626"},"content":"They dun dare that why fud","text":"They dun dare that why fud","html":"They dun dare that why fud"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036227802,"gmtCreate":1647131114678,"gmtModify":1676534196192,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"title":"Get in with this chance. Buy $TSLA","htmlText":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so.&nbsp;The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","listText":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so.&nbsp;The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","text":"2022 will be the year to own more Tesla shares. If your target is 100. Increase to 150. If your target is 200. Increase to 300. If your target is1000. Increase to 1500. This is probably the last chance you can do so. The idea is to own more shares. I wouldn't buywhen we ATH. I'll buy at any dips. Imaging when you at 2014. And Elon announced that 2020 target is 500k delivery. You wouldn't want to miss out that chance to get in.And our 2030 target is... 20Mwith 4680, FSD, Insurance, Energy..2030 - $500Bn net profit, P/E 30Stock Price $15,000","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036227802","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274765649363","authorId":"3479274765649363","name":"lolmei","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274765649363","authorIdStr":"3479274765649363"},"content":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity.","text":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity.","html":"You're right, bro. Tesla is unstoppable. However, recent geopolitical conflicts and the pandemic make me a little desperate for the future of humanity."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039450884,"gmtCreate":1646104868583,"gmtModify":1676534091740,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Short it then","listText":"Short it then","text":"Short it then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039450884","repostId":"1106936697","repostType":2,"repost":{"id":"1106936697","kind":"news","pubTimestamp":1646104713,"share":"https://ttm.financial/m/news/1106936697?lang=&edition=fundamental","pubTime":"2022-03-01 11:18","market":"us","language":"en","title":"Tesla Is Still Fundamentally Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1106936697","media":"investorplace","summary":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market cap","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.</p><p>Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.</p><p>Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.</p><p>That’s probably why I wouldn’t touch it right now.</p><h2>Tesla Still Just Makes Cars</h2><p>CEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.</p><p>Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.</p><p>It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.</p><p>The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.</p><p>To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).</p><h2>Stock Market Exuberance</h2><p>Tesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.</p><p>That’s not to say Tesla hasn’t performed well. It has.</p><p>But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.</p><p>We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.</p><p>Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.</p><h2>The Bottom Line on TSLA Stock</h2><p>There are limits to what investors should pay for growth.</p><p>I think Tesla has exceeded those limits.</p><p>This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.</p><p>If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.</p></body></html>","source":"lsy1606302653667","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 Is Still Fundamentally Overvalued</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 Is Still Fundamentally Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market ...</p>\n\n<a href=\"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/\">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://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106936697","content_text":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.That’s probably why I wouldn’t touch it right now.Tesla Still Just Makes CarsCEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).Stock Market ExuberanceTesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.That’s not to say Tesla hasn’t performed well. It has.But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.The Bottom Line on TSLA StockThere are limits to what investors should pay for growth.I think Tesla has exceeded those limits.This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566293775093626","authorId":"3566293775093626","name":"Patek1975","avatar":"https://static.tigerbbs.com/a2e5f9a5d563704aaf5f2473be16f148","crmLevel":2,"crmLevelSwitch":1,"idStr":"3566293775093626","authorIdStr":"3566293775093626"},"content":"They dun dare that why fud","text":"They dun dare that why fud","html":"They dun dare that why fud"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088658818,"gmtCreate":1650340840685,"gmtModify":1676534701038,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"It's a Buy for sure&nbsp;","listText":"It's a Buy for sure&nbsp;","text":"It's a Buy for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088658818","repostId":"1159339703","repostType":2,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017040301,"gmtCreate":1649728407952,"gmtModify":1676534559194,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","listText":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","text":"To be able to buy the stock at discount aheadof Stock Split is like a dream. I'll buying more today $TSLA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017040301","repostId":"1179377912","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576989150960200","authorId":"3576989150960200","name":"LeeJC","avatar":"https://static.tigerbbs.com/92ac69581df9593530341ee151d82ad3","crmLevel":5,"crmLevelSwitch":1,"idStr":"3576989150960200","authorIdStr":"3576989150960200"},"content":"exactly let's go!","text":"exactly let's go!","html":"exactly let's go!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010710233,"gmtCreate":1648470104112,"gmtModify":1676534341559,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Time for Moon. Buckle up Tesla bull! $TSLA","listText":"Time for Moon. Buckle up Tesla bull! $TSLA","text":"Time for Moon. Buckle up Tesla bull! $TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010710233","repostId":"1132642886","repostType":2,"repost":{"id":"1132642886","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648468119,"share":"https://ttm.financial/m/news/1132642886?lang=&edition=fundamental","pubTime":"2022-03-28 19:48","market":"us","language":"en","title":"Tesla Seeks Investor Approval for Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1132642886","media":"Reuters","summary":"March 28 (Reuters) - Tesla Incwill seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares ","content":"<html><head></head><body><p>March 28 (Reuters) - Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares up 5% before the bell.</p><p>The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.</p><p>Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.</p><p>Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.</p><p>Tesla&#39;s electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.</p><p>However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.</p><p>Tesla said the stock dividend will be contingent on final approval.</p></body></html>","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 Seeks Investor Approval for Stock Split</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 Seeks Investor Approval for Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-28 19:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 28 (Reuters) - Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares up 5% before the bell.</p><p>The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.</p><p>Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.</p><p>Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.</p><p>Tesla&#39;s electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.</p><p>However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.</p><p>Tesla said the stock dividend will be contingent on final approval.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132642886","content_text":"March 28 (Reuters) - Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares up 5% before the bell.The proposal has been approved by its board and the shareholders will vote on it at the annual meeting. The stock split, if approved, would be the latest after a five-for-one split in August 2020 that made Tesla shares cheaper for its employees and investors.Following a pandemic-induced rally in the technology shares, Alphabet Inc, Amazon.com Inc and Apple Inc too have in the recent past split their shares to make them more affordable.Telsa, which debuted at $17 per share in 2010, is currently trading above $1,000. Since the stock split in 2020, they have surged 128%, boosting the market capitalization to above $1 trillion and making the company the biggest U.S. automaker by that measure.Tesla's electric cars are among the most sold and it has delivered nearly a million cars annually, while ramping up production by setting up new factories in the United States and Europe.However, the company is also beginning to face competition as legacy automakers such as Ford and startups including Rivian enter the market, giving consumers a number of new options.Tesla said the stock dividend will be contingent on final approval.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904727129,"gmtCreate":1660097877063,"gmtModify":1703477899695,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"I rather Elon sell the enough shares and get the twitter deal done.&nbsp;In 2021 we had Elon buying Doge &amp; BTC stock crash to $5xx since Tesla announced not accept BTC payment stock surge to $12xxOnce twitter deal is done. It's time to Moon!","listText":"I rather Elon sell the enough shares and get the twitter deal done.&nbsp;In 2021 we had Elon buying Doge &amp; BTC stock crash to $5xx since Tesla announced not accept BTC payment stock surge to $12xxOnce twitter deal is done. It's time to Moon!","text":"I rather Elon sell the enough shares and get the twitter deal done. In 2021 we had Elon buying Doge & BTC stock crash to $5xx since Tesla announced not accept BTC payment stock surge to $12xxOnce twitter deal is done. It's time to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904727129","repostId":"2258257550","repostType":2,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053342829,"gmtCreate":1654488048261,"gmtModify":1676535456388,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Bullshit. TSLA to the moon!","listText":"Bullshit. TSLA to the moon!","text":"Bullshit. TSLA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053342829","repostId":"1142862393","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909316463,"gmtCreate":1658808933052,"gmtModify":1676536211500,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"More tough for them in Aug","listText":"More tough for them in Aug","text":"More tough for them in Aug","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909316463","repostId":"1150015634","repostType":2,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900269116,"gmtCreate":1658715367335,"gmtModify":1676536196540,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night&nbsp;","listText":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night&nbsp;","text":"FUD. Elon has clarified this is total bs. Sergei my and elon even had party last night","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900269116","repostId":"2253607367","repostType":2,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074536438,"gmtCreate":1658370630124,"gmtModify":1676536149180,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"You goddamn right&nbsp;","listText":"You goddamn right&nbsp;","text":"You goddamn right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074536438","repostId":"2253685766","repostType":2,"repost":{"id":"2253685766","kind":"highlight","pubTimestamp":1658369527,"share":"https://ttm.financial/m/news/2253685766?lang=&edition=fundamental","pubTime":"2022-07-21 10:12","market":"us","language":"en","title":"TSLA Stock Will Quickly Move on From Any Q2 Hit","url":"https://stock-news.laohu8.com/highlight/detail?id=2253685766","media":"InvestorPlace","summary":"Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the ","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) is about to report 2022 second-quarter earnings.</li><li>It hasn&#39;t been an easy quarter for the electric vehicle (EV) leader.</li><li>However, TSLA stock investors should already be looking ahead to the company&#39;s future.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) investors are getting ready for an important catalyst. After markets close today, the electric vehicle (EV) leader will report earnings for the second quarter of 2022. And while TLSA stock has been rising today on anticipation, Wall Street expects the company to report disappointing earnings.</p><p>It’s been a difficult season since TSLA skyrocketed past $1,000 per share just a few months ago. And while it’s true that production setbacks and supply chair constraints have compelled analysts to slash their price targets, investors shouldn’t be worried. TSLA stock can come roaring back in the coming months.</p><h2>What Q2 Earnings Mean for TSLA Stock</h2><p>Investors are already bracing for the inevitable. When Tesla reports earnings that don’t show clear growth, shares will fall. If anyone had any doubts that Tesla’s Q2 earnings would fall short, the company’s quarterly deliveries report should have quieted them. Despite reaching the “line in the sand” that Wedbush analyst Dan Ives said it needed to reach to satisfy Wall Street, TSLA reported the first decline in deliveries in several years.</p><p>Adding to the mix are the multiple production shutdowns that have hindered Tesla’s progress. The government-induced shutdowns that plagued Shanghai in April pushed TSLA stock down as production stalled. <i>Fast Company</i> reports that “according to some analyst estimates, each day of the shutdown could have cost Tesla 2,000 to 3,000 units of lost production, totaling up to 63,000 cars that were never delivered.”</p><p>Experts worried about what that meant for Q2 earnings, but Tesla still had more roadblocks to face. In early July, it paused production in both Shanghai and Berlin despite reaching new production records during the previous month. Shortly before halting production, Elon Musk referred to the Berlin and Austin gigafactories as “gigantic money furnaces.” It is hard not to remember those harsh words, as well as his “super bad feeling” about the economy.</p><p>Until Tesla reports earnings, it will be difficult to asses the severity of the effect of the factory shutdowns. But even if the report pushes TSLA stock down, investors have plenty of reason to be optimistic.</p><h2>The Road Ahead</h2><p>Multiple experts have indicated they foresee growth in Tesla’s future. Goldman Sachs recently stated, “We believe that the record production in June is a sign that Shanghai is ramping back up well and that the company made progress recently at its Berlin and Austin factories.”</p><p>Wall Street has more reason to expect Tesla to continue scaling production. The company has filed with the city of Austin to expand its Texas gigafactory with the goal of building more assembly lines. While no permit has been granted, Musk is clearly intent on pressing forward in the face of negative market momentum. <i>InvestorPlace’s</i> Louis Navellier recently described the problems facing Tesla as “temporary in nature.” Further elaborating, he stated:</p><blockquote>“They’re not anything that will impact the company’s long-term prospects. There may be concern that demand could take a hit in an economic slowdown. So far, though, falling demand hasn’t been an issue. What has hurt Tesla’s operating performance are issues with meeting this demand.”</blockquote><p>That’s certainly true, but if Tesla continues its efforts to scale production, it won’t have trouble meeting demand. Additionally, Navellier is right that EV demand isn’t falling. The Q2 earnings will reflect a difficult quarter, but they won’t mean TSLA stock can’t come roaring back.</p></body></html>","source":"investorplace","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>TSLA Stock Will Quickly Move on From Any Q2 Hit</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\">\nTSLA Stock Will Quickly Move on From Any Q2 Hit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the electric vehicle (EV) leader.However, TSLA stock investors should already be looking ahead to the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/\">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://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253685766","content_text":"Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the electric vehicle (EV) leader.However, TSLA stock investors should already be looking ahead to the company's future.Tesla (NASDAQ:TSLA) investors are getting ready for an important catalyst. After markets close today, the electric vehicle (EV) leader will report earnings for the second quarter of 2022. And while TLSA stock has been rising today on anticipation, Wall Street expects the company to report disappointing earnings.It’s been a difficult season since TSLA skyrocketed past $1,000 per share just a few months ago. And while it’s true that production setbacks and supply chair constraints have compelled analysts to slash their price targets, investors shouldn’t be worried. TSLA stock can come roaring back in the coming months.What Q2 Earnings Mean for TSLA StockInvestors are already bracing for the inevitable. When Tesla reports earnings that don’t show clear growth, shares will fall. If anyone had any doubts that Tesla’s Q2 earnings would fall short, the company’s quarterly deliveries report should have quieted them. Despite reaching the “line in the sand” that Wedbush analyst Dan Ives said it needed to reach to satisfy Wall Street, TSLA reported the first decline in deliveries in several years.Adding to the mix are the multiple production shutdowns that have hindered Tesla’s progress. The government-induced shutdowns that plagued Shanghai in April pushed TSLA stock down as production stalled. Fast Company reports that “according to some analyst estimates, each day of the shutdown could have cost Tesla 2,000 to 3,000 units of lost production, totaling up to 63,000 cars that were never delivered.”Experts worried about what that meant for Q2 earnings, but Tesla still had more roadblocks to face. In early July, it paused production in both Shanghai and Berlin despite reaching new production records during the previous month. Shortly before halting production, Elon Musk referred to the Berlin and Austin gigafactories as “gigantic money furnaces.” It is hard not to remember those harsh words, as well as his “super bad feeling” about the economy.Until Tesla reports earnings, it will be difficult to asses the severity of the effect of the factory shutdowns. But even if the report pushes TSLA stock down, investors have plenty of reason to be optimistic.The Road AheadMultiple experts have indicated they foresee growth in Tesla’s future. Goldman Sachs recently stated, “We believe that the record production in June is a sign that Shanghai is ramping back up well and that the company made progress recently at its Berlin and Austin factories.”Wall Street has more reason to expect Tesla to continue scaling production. The company has filed with the city of Austin to expand its Texas gigafactory with the goal of building more assembly lines. While no permit has been granted, Musk is clearly intent on pressing forward in the face of negative market momentum. InvestorPlace’s Louis Navellier recently described the problems facing Tesla as “temporary in nature.” Further elaborating, he stated:“They’re not anything that will impact the company’s long-term prospects. There may be concern that demand could take a hit in an economic slowdown. So far, though, falling demand hasn’t been an issue. What has hurt Tesla’s operating performance are issues with meeting this demand.”That’s certainly true, but if Tesla continues its efforts to scale production, it won’t have trouble meeting demand. Additionally, Navellier is right that EV demand isn’t falling. The Q2 earnings will reflect a difficult quarter, but they won’t mean TSLA stock can’t come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013688572,"gmtCreate":1648719830723,"gmtModify":1676534385625,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Giga Berlin &amp; Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 &amp; Q2 P&amp;D. 🚀📈🤭","listText":"Giga Berlin &amp; Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 &amp; Q2 P&amp;D. 🚀📈🤭","text":"Giga Berlin & Texas are coming online. Tesla can't always rely on China. So If this is their policy. Tesla must follow and I'm looking forward to Q1 & Q2 P&D. 🚀📈🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013688572","repostId":"2223359679","repostType":2,"repost":{"id":"2223359679","kind":"highlight","pubTimestamp":1648717493,"share":"https://ttm.financial/m/news/2223359679?lang=&edition=fundamental","pubTime":"2022-03-31 17:04","market":"us","language":"en","title":"Tesla Extends Shanghai Plant Shutdown Again as Outbreak Persists","url":"https://stock-news.laohu8.com/highlight/detail?id=2223359679","media":"Bloomberg","summary":"Tesla Inc. extended the suspension of production at its Shanghai factory by at least a day, accordin","content":"<html><head></head><body><p>Tesla Inc. extended the suspension of production at its Shanghai factory by at least a day, according to people familiar with the matter, amid uncertainty over the city’s pandemic lockdown and ongoing Covid-19 outbreak.</p><p>The suspension at the automaker’s Gigafactory, which started Monday when the financial hub went into a phased lockdown, will run through at least Friday, said the people, who asked not to be identified because they’re not authorized to speak publicly. Previously, workers were told production would likely resume on Friday, when the first phase of the lockdown was supposed to end.</p><p>Shanghai locked down the east of the city for four days on Monday to conduct mass testing to combat a Covid outbreak that’s turned it into China’s biggest virus hotspot. The western part of the city was due to be locked down from Friday, but authorities said late Wednesday they will adopt “static management” of the city, a phrase used by Chinese officials in other parts of the country to mean a strict lockdown in which residents are barred from leaving their homes.</p><p>Tesla told all employees to stay home and abide by community orders, except for workers on emergency duty, the people said. The decision is “in accordance to the latest Covid prevention requirements of the Shanghai government” according to a company memo seen by Bloomberg News. It earlier also surveyed staff on their willingness to stay in the factory to allow so-called closed-loop production -- where workers are effectively kept in a bubble and tested frequently -- if it was able to resume operations Friday, the people said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8e9727ee2215be4c83a07e12b937a1\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>The Tesla Gigafactory in Shanghai.Photographer: Qilai Shen/Bloomberg</span></p><p>The first Gigafactory outside Tesla’s home country produced half of the electric carmaker’s vehicles last year and had to suspend production for two days earlier this month. The companysaidat the time that it was making its “best effort” to ensure production could continue at the plant, while “actively cooperating with the government’s order for Covid tests and relevant pandemic prevention measures.”</p><p>The Shanghai factory is crucial for Tesla, considering China is the company’s second-largest market and the plant builds cars for export to Europe and elsewhere in Asia. The China Passenger Car Association earlier this month reported that Tesla delivered 56,515 cars from the factory in February alone -- 23,200 for the domestic market and 33,315 for export.</p><p>Elon Musk, Tesla’s chief executive officer, famously resisted California health regulators’ efforts to keep a U.S. factory closed during the early days of the pandemic. After about seven weeks of shutdown, he reopened the Fremont plant -- his only U.S. vehicle-production site at the time -- on May 11, 2020, flouting county officials’ orders and daring authorities to arrest him.</p><p>Musk ultimately cited the dispute as one of the reasons he moved Tesla’s headquarters from Palo Alto, California, to Austin, Texas, in late 2021.</p><p>Tesla now has plants on three continents: in North America, the original factory in California; in Shanghai; and in Europe, where Musk last week handed over the first made-in-Germany Model Y vehicles at his new factory outside Berlin. In a few weeks, Tesla will celebrate the opening of a fourth auto factory, in Austin.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Extends Shanghai Plant Shutdown Again as Outbreak Persists</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 Extends Shanghai Plant Shutdown Again as Outbreak Persists\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 17:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-31/tesla-extends-shanghai-plant-shutdown-again-as-outbreak-persists><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. extended the suspension of production at its Shanghai factory by at least a day, according to people familiar with the matter, amid uncertainty over the city’s pandemic lockdown and ongoing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-31/tesla-extends-shanghai-plant-shutdown-again-as-outbreak-persists\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4111":"出版"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-31/tesla-extends-shanghai-plant-shutdown-again-as-outbreak-persists","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223359679","content_text":"Tesla Inc. extended the suspension of production at its Shanghai factory by at least a day, according to people familiar with the matter, amid uncertainty over the city’s pandemic lockdown and ongoing Covid-19 outbreak.The suspension at the automaker’s Gigafactory, which started Monday when the financial hub went into a phased lockdown, will run through at least Friday, said the people, who asked not to be identified because they’re not authorized to speak publicly. Previously, workers were told production would likely resume on Friday, when the first phase of the lockdown was supposed to end.Shanghai locked down the east of the city for four days on Monday to conduct mass testing to combat a Covid outbreak that’s turned it into China’s biggest virus hotspot. The western part of the city was due to be locked down from Friday, but authorities said late Wednesday they will adopt “static management” of the city, a phrase used by Chinese officials in other parts of the country to mean a strict lockdown in which residents are barred from leaving their homes.Tesla told all employees to stay home and abide by community orders, except for workers on emergency duty, the people said. The decision is “in accordance to the latest Covid prevention requirements of the Shanghai government” according to a company memo seen by Bloomberg News. It earlier also surveyed staff on their willingness to stay in the factory to allow so-called closed-loop production -- where workers are effectively kept in a bubble and tested frequently -- if it was able to resume operations Friday, the people said.The Tesla Gigafactory in Shanghai.Photographer: Qilai Shen/BloombergThe first Gigafactory outside Tesla’s home country produced half of the electric carmaker’s vehicles last year and had to suspend production for two days earlier this month. The companysaidat the time that it was making its “best effort” to ensure production could continue at the plant, while “actively cooperating with the government’s order for Covid tests and relevant pandemic prevention measures.”The Shanghai factory is crucial for Tesla, considering China is the company’s second-largest market and the plant builds cars for export to Europe and elsewhere in Asia. The China Passenger Car Association earlier this month reported that Tesla delivered 56,515 cars from the factory in February alone -- 23,200 for the domestic market and 33,315 for export.Elon Musk, Tesla’s chief executive officer, famously resisted California health regulators’ efforts to keep a U.S. factory closed during the early days of the pandemic. After about seven weeks of shutdown, he reopened the Fremont plant -- his only U.S. vehicle-production site at the time -- on May 11, 2020, flouting county officials’ orders and daring authorities to arrest him.Musk ultimately cited the dispute as one of the reasons he moved Tesla’s headquarters from Palo Alto, California, to Austin, Texas, in late 2021.Tesla now has plants on three continents: in North America, the original factory in California; in Shanghai; and in Europe, where Musk last week handed over the first made-in-Germany Model Y vehicles at his new factory outside Berlin. In a few weeks, Tesla will celebrate the opening of a fourth auto factory, in Austin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010724537,"gmtCreate":1648476081629,"gmtModify":1676534342578,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"This is a $1600 for now. It's undervalued. While Berlin &amp; Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000&nbsp;NFA DYOR","listText":"This is a $1600 for now. It's undervalued. While Berlin &amp; Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000&nbsp;NFA DYOR","text":"This is a $1600 for now. It's undervalued. While Berlin & Texas ramp up. This stock is at least $2500 minimumBy 2030 It will reach $15,000 NFA DYOR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010724537","repostId":"1101698141","repostType":2,"repost":{"id":"1101698141","kind":"news","pubTimestamp":1648473577,"share":"https://ttm.financial/m/news/1101698141?lang=&edition=fundamental","pubTime":"2022-03-28 21:19","market":"us","language":"en","title":"Is It Too Late to Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101698141","media":"Motley Fool","summary":"In two years, the stock price has increased by more than 10 times.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla&#39;s profit margin in the latest quarter was well ahead of traditional automakers.</li><li>The company already has nearly 60,000 vehicles in its full self-driving beta program.</li><li>The stock&#39;s valuation doesn&#39;t make sense using traditional methods of measurement.</li></ul><p>If you had invested $100,000 in <b>Tesla</b> two years back, your investment would have grown by more than 10 times to $1.2 million today. Early Tesla investors are surely enjoying the stock&#39;s dramatic rise. But if you are among the ones who missed investing earlier, you must be wondering if it is already too late to invest in the electric vehicle (EV) pioneer.</p><p>Let&#39;s discuss if it still makes sense to buy the stock.</p><p><b>Tesla continues to grow</b></p><p>Founded in 2003, Tesla made its first annual profit, $721 million, in 2020. In 2021, the company&#39;s profit surged 665% to $5.5 billion. At the same time, its revenue grew 71% for the year. The strong growth was supported by an 87% increase in vehicle deliveries in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cd1ddadca6f532b55f14839f80e5084\" tg-width=\"2000\" tg-height=\"1054\" width=\"100%\" height=\"auto\"/><span>A Tesla Model Y. Image source: Tesla.</span></p><p>Most investors and analysts agree that Tesla is very likely to continue growing its vehicle deliveries. To that end, the company is opening new factories; it started deliveries from its German factory on Tuesday and is expected to open its Texas factory soon. In short, Tesla is well on its way to becoming one of the largest automakers in the world.</p><p>And the company has managed to distinguish itself from traditional automakers by generating high margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01dcfae49bb9e65751d7f5a1bf529a2f\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA profit margin (quarterly). Data by YCharts.</span></p><p><b>Ford&#39;s</b> high margin in the chart above is attributable to a gain relating to its <b>Rivian</b> investment. It reported an adjusted EBIT (earnings before interest and tax) margin of 5.4% for the fourth quarter. So Tesla&#39;s profit margin in the latest quarter well exceeded that of traditional automakers.</p><p>Those high margins can be attributed to several factors. The first one is high-margin services, including full self-driving (FSD) features and over-the-air software updates, which command higher profits than traditional vehicle sales. Other factors include high vertical integration, an absence of a dealer network, and low marketing expenses.</p><p><b>Innovation is Tesla&#39;s key differentiator</b></p><p>Despite the high growth, at a $1 trillion market capitalization, value-focused investors are understandably wary of Tesla. But the stock has defied traditional valuation metrics so far. The big question is: Can it continue to do so?</p><p>While no one can answer that question conclusively, I&#39;m inclined toward a yes. Apart from high margins and scale, some other factors could support Tesla&#39;s valuation in the future. The top one is the automaker&#39;s FSD feature.</p><p>Tesla already has nearly 60,000 vehicles in its FSD beta program. The Insurance Institute for Highway Safety has awarded the vision-only FSD version in certain Tesla models a score of &#34;superior&#34; in collision avoidance and has given it a Top Safety Pick+, the highest possible rating.</p><p>The company could have significant potential to expand its margins if its FSD feature shapes up as the company is hoping. Though there are other companies working on autonomous driving -- such as <b>Alphabet</b> with its Waymo and <b>General Motors</b> with its Cruise -- Tesla could have an edge. With the large number of vehicles in use, it could have vastly more data to train its program than its competitors have. And FSD features developed in-house will again tap into the benefits of vertical integration. It could even offer the feature for a fee to other automakers. But this is just speculation and may not turn out as expected.</p><p>Though it could be difficult to imagine what Tesla will do next, its growth hinges on innovation. And the company seems to have no dearth of it so far.</p><p><b>Should you buy Tesla stock now?</b></p><p>Tesla&#39;s higher margins give some credibility to the reasoning that it should be valued as a technology stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6ec4aae2fda853f65a2c172b8ea8869\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA market cap. Data by YCharts.</span></p><p>Tesla&#39;s high earnings growth makes its forward price/earnings-to-growth (PEG) ratio attractive, despite its high price-to-earnings (P/E) ratio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2f8a17f6e81b7293095ea60a0730536\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE ratio (forward 1 year). Data by YCharts.</span></p><p>A PEG ratio compares a stock&#39;s P/E to the expected growth in its earnings. All other things being equal, the stock of a company growing its earnings at a higher rate is expected to trade at a higher P/E ratio.</p><p>Tesla generated $5.5 billion in net income in 2021, selling nearly 1 million EVs. As the company&#39;s sales rise, its profits should increase proportionally, if the company maintains its margins. When that happens, Tesla stock&#39;s current valuation will start to make sense in retrospect. That&#39;s because the stock price will have likely risen more, making valuation incomprehensible again at that point in future!</p><p>In short, while Tesla stock might not generate the 10-bagger returns it did in the past two years, it looks well positioned to generate market-beating returns in the years to come. So it&#39;s likely not too late to add this top stock to your portfolio.</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>Is It Too Late to Buy Tesla 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\">\nIs It Too Late to Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/28/is-it-too-late-to-buy-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla's profit margin in the latest quarter was well ahead of traditional automakers.The company already has nearly 60,000 vehicles in its full self-driving beta program.The stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/28/is-it-too-late-to-buy-tesla-stock/\">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/2022/03/28/is-it-too-late-to-buy-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101698141","content_text":"KEY POINTSTesla's profit margin in the latest quarter was well ahead of traditional automakers.The company already has nearly 60,000 vehicles in its full self-driving beta program.The stock's valuation doesn't make sense using traditional methods of measurement.If you had invested $100,000 in Tesla two years back, your investment would have grown by more than 10 times to $1.2 million today. Early Tesla investors are surely enjoying the stock's dramatic rise. But if you are among the ones who missed investing earlier, you must be wondering if it is already too late to invest in the electric vehicle (EV) pioneer.Let's discuss if it still makes sense to buy the stock.Tesla continues to growFounded in 2003, Tesla made its first annual profit, $721 million, in 2020. In 2021, the company's profit surged 665% to $5.5 billion. At the same time, its revenue grew 71% for the year. The strong growth was supported by an 87% increase in vehicle deliveries in 2021.A Tesla Model Y. Image source: Tesla.Most investors and analysts agree that Tesla is very likely to continue growing its vehicle deliveries. To that end, the company is opening new factories; it started deliveries from its German factory on Tuesday and is expected to open its Texas factory soon. In short, Tesla is well on its way to becoming one of the largest automakers in the world.And the company has managed to distinguish itself from traditional automakers by generating high margins.TSLA profit margin (quarterly). Data by YCharts.Ford's high margin in the chart above is attributable to a gain relating to its Rivian investment. It reported an adjusted EBIT (earnings before interest and tax) margin of 5.4% for the fourth quarter. So Tesla's profit margin in the latest quarter well exceeded that of traditional automakers.Those high margins can be attributed to several factors. The first one is high-margin services, including full self-driving (FSD) features and over-the-air software updates, which command higher profits than traditional vehicle sales. Other factors include high vertical integration, an absence of a dealer network, and low marketing expenses.Innovation is Tesla's key differentiatorDespite the high growth, at a $1 trillion market capitalization, value-focused investors are understandably wary of Tesla. But the stock has defied traditional valuation metrics so far. The big question is: Can it continue to do so?While no one can answer that question conclusively, I'm inclined toward a yes. Apart from high margins and scale, some other factors could support Tesla's valuation in the future. The top one is the automaker's FSD feature.Tesla already has nearly 60,000 vehicles in its FSD beta program. The Insurance Institute for Highway Safety has awarded the vision-only FSD version in certain Tesla models a score of \"superior\" in collision avoidance and has given it a Top Safety Pick+, the highest possible rating.The company could have significant potential to expand its margins if its FSD feature shapes up as the company is hoping. Though there are other companies working on autonomous driving -- such as Alphabet with its Waymo and General Motors with its Cruise -- Tesla could have an edge. With the large number of vehicles in use, it could have vastly more data to train its program than its competitors have. And FSD features developed in-house will again tap into the benefits of vertical integration. It could even offer the feature for a fee to other automakers. But this is just speculation and may not turn out as expected.Though it could be difficult to imagine what Tesla will do next, its growth hinges on innovation. And the company seems to have no dearth of it so far.Should you buy Tesla stock now?Tesla's higher margins give some credibility to the reasoning that it should be valued as a technology stock.TSLA market cap. Data by YCharts.Tesla's high earnings growth makes its forward price/earnings-to-growth (PEG) ratio attractive, despite its high price-to-earnings (P/E) ratio.TSLA PE ratio (forward 1 year). Data by YCharts.A PEG ratio compares a stock's P/E to the expected growth in its earnings. All other things being equal, the stock of a company growing its earnings at a higher rate is expected to trade at a higher P/E ratio.Tesla generated $5.5 billion in net income in 2021, selling nearly 1 million EVs. As the company's sales rise, its profits should increase proportionally, if the company maintains its margins. When that happens, Tesla stock's current valuation will start to make sense in retrospect. That's because the stock price will have likely risen more, making valuation incomprehensible again at that point in future!In short, while Tesla stock might not generate the 10-bagger returns it did in the past two years, it looks well positioned to generate market-beating returns in the years to come. So it's likely not too late to add this top stock to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026225242,"gmtCreate":1653390142486,"gmtModify":1676535272745,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Yes $TSLA it's a buy ✅","listText":"Yes $TSLA it's a buy ✅","text":"Yes $TSLA it's a buy ✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026225242","repostId":"2237691633","repostType":2,"repost":{"id":"2237691633","kind":"highlight","pubTimestamp":1653376916,"share":"https://ttm.financial/m/news/2237691633?lang=&edition=fundamental","pubTime":"2022-05-24 15:21","market":"us","language":"en","title":"Tesla: Time To Pull The Buy Trigger","url":"https://stock-news.laohu8.com/highlight/detail?id=2237691633","media":"seekingalpha","summary":"SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai s","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.</li><li>Therefore, the consensus estimates have been revised downwards to reflect the weaker outlook in its production and deliveries. Investors need to pay attention to its double shift resumption.</li><li>Our price action analysis suggests that a potential bottom could occur. However, a reversal signal is still pending. Otherwise, a fall to $550 is possible.</li><li>We revise our rating from Hold to Buy. We believe the risk/reward profile has improved markedly from April.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" width=\"100%\" height=\"auto\"/><span>Xiaolu Chu/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>Tesla, Inc. (NASDAQ:TSLA) has seen its stock battered after forming a top in early April. The market makers drew in unsuspecting investors who were optimistic going into its FQ1 earnings card.</p><p>We presented in our previous article that TSLA stock looked overvalued post-earnings. However, we also emphasized to investors not to underestimate the headwinds from its Q2 snarls, given Tesla&#39;s significant manufacturing exposure in China. Also, we highlighted that higher raw materials costs might not have been factored in adequately. Furthermore, Giga Berlin and Texas are still early in their ramp. Therefore, replacing those lost units from Shanghai would be highly challenging, even with Fremont going overtime.</p><p>Consequently, the weaker recovery in ramp from Giga Shanghai has impacted its Q2 forecasts. As a result, the consensus estimates have been revised markedly to reflect Tesla&#39;s weaker than expected deliveries and production.</p><p>Our price action analysis suggests that TSLA stock is at a near-term bottom. While it has no bear-trap reversal signal yet, we are confident that the current bottom would hold. Notably, TSLA stock last traded at an NTM normalized P/E of 51.28x. Moreover, at its deep retracements in 2019 and 2020, TSLA stock held its bottom at around the 50x P/E mark. Therefore, we think the risk/reward seems to be on the upside, as long as Shanghai&#39;s ramp recovery remains on track.</p><p>Accordingly, we revise our rating on TSLA stock from Hold to Buy, as we believe the risk/reward profile has improved significantly.</p><p><b>Revised Estimates Reflect Q2&#39;s Uncertainties</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c389c151bdc6da19cea022d761f1e0b8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Tesla revenue change % and EBIT margins % consensus estimates (TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf58d3ea7239371fbcef2ea53c31fb3\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Tesla GAAP EPS comps (TIKR)</span></p><p>Tesla&#39;s FQ2 estimates have been revised further downwards from April. We think it&#39;s justified because Tesla&#39;s Shanghai manufacturing capacity has been significantly impacted. Based on the latest updates, Giga Shanghai could be in a closed-loop system until mid-June. However, it has been unable to shift to a higher gear with a double shift system, as the plant operated at 45% capacity. Bloomberg reported that the second shift could resume this week. Therefore, we urge investors to pay attention to updates regarding the resumption of the second shift. It&#39;s critical to recover its manufacturing cadence while Berlin and Texas continue their early ramp.</p><p>As a result, the consensus estimates over its Q2 deliveries outlook have shrunk by more than 20%, from 350K (pre-lockdowns) to 277K. Consequently, Tesla&#39;s revenue growth estimates for FQ2 have also been revised to 50.8%, down from 58.5% in April. It also represents a significant downtick from Q1&#39;s 80.5% growth. Furthermore, its EBIT margins have also been impacted, down slightly from April estimates of 14.8% to 14.6%.</p><p>Notably, its GAAP EPS estimates have also been revised downwards from April&#39;s $1.94 (up 90.1% YoY) to $1.85 (up 81.1% YoY). Hence, we believe the reaction in the market is justified, as the market needs to price in the uncertainties in Q2.</p><p>Notwithstanding, the Street expects Tesla to pick up the pace rapidly in H2&#39;22. Tesla is expected to compensate for its Q2&#39;s snarls in H2, with its revenue and EPS estimates upgraded. Therefore, the Street expects the impact to be isolated to Q2 and not structural.</p><p>Nevertheless, we remain cautiously optimistic over its prospects in H2. Shanghai has started to reopen for business, with the city planning to restore more normal life and operations by the end of June. Therefore, we believe that the prognosis is favorable, but we urge investors to continue monitoring the lockdowns situation in China.</p><p><b>Price Action Is Constructive</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd63437c568674bb7c92bf35e2b5b260\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>TSLA stock price chart (TradingView)</span></p><p>TSLA stock has a series of astute bull traps designed by the market makers to draw in buyers at the top, as seen above. We believe the market is still digesting the steep gains from Q4&#39;21, leading to the bull trap seen in October 2021.</p><p>The market also set a series of intermediate traps in January and April. Therefore, investors are urged to pay close attention to TSLA stock price action and avoid adding near those traps shown above.</p><p>However, the stock is currently testing a significant support zone and could form a double-bottom bear trap. Notwithstanding, it remains tentative, with no price action reversal signal yet. Investors should note that the potential for a fall to $550 is possible if the current level fails to hold.</p><p><b>Tesla&#39;s Valuation Is More Attractive Than April</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75120c602cb10783f325ae6268619166\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TSLA stock NTM normalized P/E and NTM normalized EPS (TIKR)</span></p><p>TSLA stock last traded at an NTM normalized P/E of 51.28x. Notably, the 50 P/E metric has marked a bottom in 2018, 2019, and 2020. Therefore, the market could support TSLA stock at the current levels. Furthermore, Tesla&#39;s adjusted EPS consensus estimates have continued to rise robustly, undergirding its valuation.</p><p>Therefore, we think the valuation of TSLA stock makes more sense now.</p><p><b>Is TSLA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on TSLA stock from Hold to Buy</i>. Our fundamental thesis is based on Shanghai lockdowns not worsening from here, helping Giga Shanghai to resume its two shifts cadence soon. Our price action analysis suggests a potential double bottom bear trap but has not been validated yet. So, more conservative investors may want to wait before pulling the buy trigger. Otherwise, a fall to the $550 level is possible before a reversal occurs.</p><p>We also think that TSLA stock at around 50x NTM normalized P/E is a more attractive valuation as it had held the level in its previous deep retracements.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Time To Pull The Buy Trigger</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: Time To Pull The Buy Trigger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 15:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513916-tesla-time-to-pull-buy-trigger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.Therefore, the consensus estimates have been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513916-tesla-time-to-pull-buy-trigger\">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/4513916-tesla-time-to-pull-buy-trigger","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237691633","content_text":"SummaryTesla stock has been battered as it was swamped by the headwinds in Shanghai. Giga Shanghai still operated with a single shift and at 45% capacity.Therefore, the consensus estimates have been revised downwards to reflect the weaker outlook in its production and deliveries. Investors need to pay attention to its double shift resumption.Our price action analysis suggests that a potential bottom could occur. However, a reversal signal is still pending. Otherwise, a fall to $550 is possible.We revise our rating from Hold to Buy. We believe the risk/reward profile has improved markedly from April.Xiaolu Chu/Getty Images NewsInvestment ThesisTesla, Inc. (NASDAQ:TSLA) has seen its stock battered after forming a top in early April. The market makers drew in unsuspecting investors who were optimistic going into its FQ1 earnings card.We presented in our previous article that TSLA stock looked overvalued post-earnings. However, we also emphasized to investors not to underestimate the headwinds from its Q2 snarls, given Tesla's significant manufacturing exposure in China. Also, we highlighted that higher raw materials costs might not have been factored in adequately. Furthermore, Giga Berlin and Texas are still early in their ramp. Therefore, replacing those lost units from Shanghai would be highly challenging, even with Fremont going overtime.Consequently, the weaker recovery in ramp from Giga Shanghai has impacted its Q2 forecasts. As a result, the consensus estimates have been revised markedly to reflect Tesla's weaker than expected deliveries and production.Our price action analysis suggests that TSLA stock is at a near-term bottom. While it has no bear-trap reversal signal yet, we are confident that the current bottom would hold. Notably, TSLA stock last traded at an NTM normalized P/E of 51.28x. Moreover, at its deep retracements in 2019 and 2020, TSLA stock held its bottom at around the 50x P/E mark. Therefore, we think the risk/reward seems to be on the upside, as long as Shanghai's ramp recovery remains on track.Accordingly, we revise our rating on TSLA stock from Hold to Buy, as we believe the risk/reward profile has improved significantly.Revised Estimates Reflect Q2's UncertaintiesTesla revenue change % and EBIT margins % consensus estimates (TIKR)Tesla GAAP EPS comps (TIKR)Tesla's FQ2 estimates have been revised further downwards from April. We think it's justified because Tesla's Shanghai manufacturing capacity has been significantly impacted. Based on the latest updates, Giga Shanghai could be in a closed-loop system until mid-June. However, it has been unable to shift to a higher gear with a double shift system, as the plant operated at 45% capacity. Bloomberg reported that the second shift could resume this week. Therefore, we urge investors to pay attention to updates regarding the resumption of the second shift. It's critical to recover its manufacturing cadence while Berlin and Texas continue their early ramp.As a result, the consensus estimates over its Q2 deliveries outlook have shrunk by more than 20%, from 350K (pre-lockdowns) to 277K. Consequently, Tesla's revenue growth estimates for FQ2 have also been revised to 50.8%, down from 58.5% in April. It also represents a significant downtick from Q1's 80.5% growth. Furthermore, its EBIT margins have also been impacted, down slightly from April estimates of 14.8% to 14.6%.Notably, its GAAP EPS estimates have also been revised downwards from April's $1.94 (up 90.1% YoY) to $1.85 (up 81.1% YoY). Hence, we believe the reaction in the market is justified, as the market needs to price in the uncertainties in Q2.Notwithstanding, the Street expects Tesla to pick up the pace rapidly in H2'22. Tesla is expected to compensate for its Q2's snarls in H2, with its revenue and EPS estimates upgraded. Therefore, the Street expects the impact to be isolated to Q2 and not structural.Nevertheless, we remain cautiously optimistic over its prospects in H2. Shanghai has started to reopen for business, with the city planning to restore more normal life and operations by the end of June. Therefore, we believe that the prognosis is favorable, but we urge investors to continue monitoring the lockdowns situation in China.Price Action Is ConstructiveTSLA stock price chart (TradingView)TSLA stock has a series of astute bull traps designed by the market makers to draw in buyers at the top, as seen above. We believe the market is still digesting the steep gains from Q4'21, leading to the bull trap seen in October 2021.The market also set a series of intermediate traps in January and April. Therefore, investors are urged to pay close attention to TSLA stock price action and avoid adding near those traps shown above.However, the stock is currently testing a significant support zone and could form a double-bottom bear trap. Notwithstanding, it remains tentative, with no price action reversal signal yet. Investors should note that the potential for a fall to $550 is possible if the current level fails to hold.Tesla's Valuation Is More Attractive Than AprilTSLA stock NTM normalized P/E and NTM normalized EPS (TIKR)TSLA stock last traded at an NTM normalized P/E of 51.28x. Notably, the 50 P/E metric has marked a bottom in 2018, 2019, and 2020. Therefore, the market could support TSLA stock at the current levels. Furthermore, Tesla's adjusted EPS consensus estimates have continued to rise robustly, undergirding its valuation.Therefore, we think the valuation of TSLA stock makes more sense now.Is TSLA Stock A Buy, Sell, Or Hold?We revise our rating on TSLA stock from Hold to Buy. Our fundamental thesis is based on Shanghai lockdowns not worsening from here, helping Giga Shanghai to resume its two shifts cadence soon. Our price action analysis suggests a potential double bottom bear trap but has not been validated yet. So, more conservative investors may want to wait before pulling the buy trigger. Otherwise, a fall to the $550 level is possible before a reversal occurs.We also think that TSLA stock at around 50x NTM normalized P/E is a more attractive valuation as it had held the level in its previous deep retracements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019572950,"gmtCreate":1648615559050,"gmtModify":1676534365583,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"This is indeed. Truth. And stock price is undervalued now.&nbsp;","listText":"This is indeed. Truth. And stock price is undervalued now.&nbsp;","text":"This is indeed. Truth. And stock price is undervalued now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019572950","repostId":"1170524324","repostType":2,"repost":{"id":"1170524324","kind":"news","pubTimestamp":1648608454,"share":"https://ttm.financial/m/news/1170524324?lang=&edition=fundamental","pubTime":"2022-03-30 10:47","market":"us","language":"en","title":"Tesla Is Years Ahead of Rivals on Key Supply Issues, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1170524324","media":"Barron's","summary":"The surge in Tesla shares Monday on news of a looming stock split makes little sense based on fundam","content":"<html><head></head><body><p>The surge in Tesla shares Monday on news of a looming stock split makes little sense based on fundamentals, but could reflect investor expectations that the leader in electric vehicles will better manage raw-material supply problems than rivals.</p><p>Morgan Stanley analyst Adam Jonas wrote in a client note Tuesday that Tesla (ticker: TSLA) may spend a combined $200 billion to $250 billion on capital expenditures and research and development through 2030, or roughly the entire market value of Toyota Motor( TM), the No. 2 automaker in market value behind Tesla.</p><p>Tesla shares rose $81 Monday to $1,091.84, continuing their recent surge from less than $800 in mid-March. The stock ended Tuesday at $1,099.57, up 0.7%. Market cap still $1.1T trillion. Jonas has an Overweight rating and $1,300 price target.</p><p>“We simply cannot fundamentally explain how a stock split can add nearly 1.5x the market cap of GM…to Tesla almost instantly,” Jonas wrote, referring to General Motors (GM). “We’re thinking there may be bigger forces at work in the market on that one.”</p><p>Jonas wrote that supply-chain issues highlighted by the recent volatility in the price of nickel, a key battery component, show the EV supply chain is “unsustainable on many levels.” He highlighted the hefty cost of the metal at more than $30,000 per ton, as well as the environmental costs: “We are told that one must drive an EV nearly 2 full years just to offset the carbon emissions from the de-forested/strip-mined Sumatran coal-fired smelting operations [in Indonesia] to get the grade 2 nickel to grade 1.”</p><p>However, Tesla, he wrote, “is 5 to 10 years ahead of other industry players in thinking about these issues and many more.”</p><p>The stock’s rise appears to reflect that, he adds.</p><p>“The winners in the global EV market will be those firms that can guarantee supply of the key raw materials. The stock market is telling you that Tesla is far ahead in this regard,” Jonas wrote.</p></body></html>","source":"lsy1610680873436","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 Is Years Ahead of Rivals on Key Supply Issues, Morgan Stanley Says</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 Is Years Ahead of Rivals on Key Supply Issues, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-price-raw-materials-supply-51648589935?mod=hp_DAY_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The surge in Tesla shares Monday on news of a looming stock split makes little sense based on fundamentals, but could reflect investor expectations that the leader in electric vehicles will better ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-price-raw-materials-supply-51648589935?mod=hp_DAY_1\">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.barrons.com/articles/tesla-stock-price-raw-materials-supply-51648589935?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170524324","content_text":"The surge in Tesla shares Monday on news of a looming stock split makes little sense based on fundamentals, but could reflect investor expectations that the leader in electric vehicles will better manage raw-material supply problems than rivals.Morgan Stanley analyst Adam Jonas wrote in a client note Tuesday that Tesla (ticker: TSLA) may spend a combined $200 billion to $250 billion on capital expenditures and research and development through 2030, or roughly the entire market value of Toyota Motor( TM), the No. 2 automaker in market value behind Tesla.Tesla shares rose $81 Monday to $1,091.84, continuing their recent surge from less than $800 in mid-March. The stock ended Tuesday at $1,099.57, up 0.7%. Market cap still $1.1T trillion. Jonas has an Overweight rating and $1,300 price target.“We simply cannot fundamentally explain how a stock split can add nearly 1.5x the market cap of GM…to Tesla almost instantly,” Jonas wrote, referring to General Motors (GM). “We’re thinking there may be bigger forces at work in the market on that one.”Jonas wrote that supply-chain issues highlighted by the recent volatility in the price of nickel, a key battery component, show the EV supply chain is “unsustainable on many levels.” He highlighted the hefty cost of the metal at more than $30,000 per ton, as well as the environmental costs: “We are told that one must drive an EV nearly 2 full years just to offset the carbon emissions from the de-forested/strip-mined Sumatran coal-fired smelting operations [in Indonesia] to get the grade 2 nickel to grade 1.”However, Tesla, he wrote, “is 5 to 10 years ahead of other industry players in thinking about these issues and many more.”The stock’s rise appears to reflect that, he adds.“The winners in the global EV market will be those firms that can guarantee supply of the key raw materials. The stock market is telling you that Tesla is far ahead in this regard,” Jonas wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045350122,"gmtCreate":1656564452866,"gmtModify":1676535855188,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"$TSLA will go to the moon with or without FSD&nbsp;","listText":"$TSLA will go to the moon with or without FSD&nbsp;","text":"$TSLA will go to the moon with or without FSD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045350122","repostId":"2247932011","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086681610,"gmtCreate":1650449078884,"gmtModify":1676534726266,"author":{"id":"3573728218953381","authorId":"3573728218953381","name":"TSL8","avatar":"https://static.itradeup.com/news/054bae4aef505f0be0cdbe236099c0d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573728218953381","authorIdStr":"3573728218953381"},"themes":[],"htmlText":"Of cos. Not $TSLA to the moon!","listText":"Of cos. Not $TSLA to the moon!","text":"Of cos. Not $TSLA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086681610","repostId":"1105569285","repostType":2,"repost":{"id":"1105569285","kind":"news","pubTimestamp":1650468622,"share":"https://ttm.financial/m/news/1105569285?lang=&edition=fundamental","pubTime":"2022-04-20 23:30","market":"us","language":"en","title":"Is The End Near For Musk And Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1105569285","media":"Seeking Alpha","summary":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ","content":"<html><head></head><body><p>Summary</p><ul><li>Despite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.</li><li>While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.</li><li>The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.</li></ul><p>For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.</p><p><b>End of the Road for Musk</b></p><p>Most investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.</p><p>The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.</p><p>Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.</p><p>We think that moment has come.</p><p><b>Musk Meets His Maker: Twitter</b></p><p>In our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.</p><p>The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.</p><p>As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.</p><p><b>Live by the Stunt, Die by the Stunt</b></p><p>Ultimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.</p><p>Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.</p><p>Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.</p><p><b>Why Haven’t Regulators Done Anything Before Now?</b></p><p>Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.</p><p>Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:</p><ul><li>stock and cryptocurrency manipulation</li><li>false advertising of Full Self Driving (FSD)</li><li>ignoring safety authorities</li><li>neglecting to file documentation on time related to his purchase of Twitter’s shares</li><li>and other claims of dubious veracity</li></ul><p><b>What Will Regulators Do When the Bubble Pops?</b></p><p>Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.</p><p><b>Trouble on the Horizon</b></p><p>All the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.</p><p><b>Incumbents Are Catching Up:</b> Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.</p><p>The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.</p><p>Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start <i>selling</i> <i>cars</i>to make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.</p><p><b>Market Share Losses Continue:</b> Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.</p><p>Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.</p><p><b>Figure 2: Tesla’s Share of the Global EV Sales</b></p><p><img src=\"https://static.tigerbbs.com/bc4dd16dde86e1ab31f85bd8a2af4aee\" tg-width=\"630\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Market Share Since 2019(New Constructs, LLC)</p><p>Sources: New Constructs, LLC, EV-volumes.com and Statista</p><p><b>Slow Start to 2022:</b>Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.</p><p><b>Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV Market</b></p><p>Despite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.</p><p>Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.</p><p>To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.</p><p>Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:</p><ul><li>15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)</li><li>7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])</li><li>21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)</li></ul><p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):</p><ul><li>57% for 15 million vehicles</li><li>64% for 17 million vehicles</li><li>83% for 21 million vehicles</li></ul><p>If we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:</p><ul><li>31% for 15 million vehicles</li><li>35% for 17 million vehicles</li><li>45% for 21 million vehicles</li></ul><p><b>Figure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/Share</b></p><p><img src=\"https://static.tigerbbs.com/bad84793f241565c81ebb0d29b01242c\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied Vehicle Production(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><b>Tesla Must Generate More Profits Than Apple For Investors to Make Money</b></p><p>Below are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.</p><p>Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:</p><ul><li>immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) and</li><li>grow revenue by 32% compounded annually from 2022 to 2030.</li></ul><p>In this scenario, Tesla generates <i>$811 billion</i> in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.</p><p>This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.</p><p><b>TSLA Has 46% Downside If Morgan Stanley Is Right About Sales</b></p><p>If we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:</p><ul><li>NOPAT margin improves to 14% and</li><li>revenue grows 27% compounded annually over the next decade, then</li></ul><p>the stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.</p><p><b>TSLA Has 80%+ Downside Even with 27% Market Share and Realistic Margins</b></p><p>If we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:</p><ul><li>NOPAT margin improves to 9% (equal to Toyota’s TTM margin) and</li><li>revenue grows by consensus estimates from 2022 to 2024 and</li><li>revenue grows 17% a year from 2025 to 2030, then</li></ul><p>the stock is worth just $200/share today – an 80% downside to the current price.</p><p>In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.</p><p>We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.</p><p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p><p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/3e43f865637ac4c84e8199df2b05d061\" tg-width=\"630\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied NOPAT(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p>Each of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.</p><p>An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.</p><p>In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p><p><b>Tesla Won’t Be the Only One to Fall</b></p><p>Other meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.</p><p>Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.</p><p>AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.</p><p>Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.</p><p><b>Figure 5: Meme Stock’s Market Cap, Economic Book Value &amp; FCF: TTM</b></p><p><img src=\"https://static.tigerbbs.com/add55782c8e6b0e8a891f84c9ec7421f\" tg-width=\"630\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p><p>Meme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><i>This article originally published on April 14, 2022.</i></p><p><i>Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.</i></p><p>[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries</p><p>[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales</p></body></html>","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>Is The End Near For Musk And Tesla?</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\">\nIs The End Near For Musk And Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla\">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/4501979-is-the-end-near-for-musk-and-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105569285","content_text":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.End of the Road for MuskMost investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.We think that moment has come.Musk Meets His Maker: TwitterIn our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.Live by the Stunt, Die by the StuntUltimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.Why Haven’t Regulators Done Anything Before Now?Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:stock and cryptocurrency manipulationfalse advertising of Full Self Driving (FSD)ignoring safety authoritiesneglecting to file documentation on time related to his purchase of Twitter’s sharesand other claims of dubious veracityWhat Will Regulators Do When the Bubble Pops?Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.Trouble on the HorizonAll the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.Incumbents Are Catching Up: Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start selling carsto make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.Market Share Losses Continue: Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.Figure 2: Tesla’s Share of the Global EV SalesTSLA Market Share Since 2019(New Constructs, LLC)Sources: New Constructs, LLC, EV-volumes.com and StatistaSlow Start to 2022:Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV MarketDespite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):57% for 15 million vehicles64% for 17 million vehicles83% for 21 million vehiclesIf we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:31% for 15 million vehicles35% for 17 million vehicles45% for 21 million vehiclesFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/ShareTSLA DCF Implied Vehicle Production(New Constructs, LLC)Sources: New Constructs, LLC and company filingsTesla Must Generate More Profits Than Apple For Investors to Make MoneyBelow are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) andgrow revenue by 32% compounded annually from 2022 to 2030.In this scenario, Tesla generates $811 billion in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.TSLA Has 46% Downside If Morgan Stanley Is Right About SalesIf we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:NOPAT margin improves to 14% andrevenue grows 27% compounded annually over the next decade, thenthe stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.TSLA Has 80%+ Downside Even with 27% Market Share and Realistic MarginsIf we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:NOPAT margin improves to 9% (equal to Toyota’s TTM margin) andrevenue grows by consensus estimates from 2022 to 2024 andrevenue grows 17% a year from 2025 to 2030, thenthe stock is worth just $200/share today – an 80% downside to the current price.In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation ScenariosTSLA DCF Implied NOPAT(New Constructs, LLC)Sources: New Constructs, LLC and company filingsEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.Tesla Won’t Be the Only One to FallOther meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.Figure 5: Meme Stock’s Market Cap, Economic Book Value & FCF: TTMMeme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)Sources: New Constructs, LLC and company filingsThis article originally published on April 14, 2022.Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}