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Frosty4ever

Frosty4ever

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11-21 03:56

nope, money better spent to auto invest in NVDA.

11-20 10:58

$NVIDIA Corp(NVDA)$ i expects a solid quarter but q4 will be more interesting when Blackwell hits the balance sheet.

11-20 04:54

there's still a lot of cash in the sidelines. barring black swan, market hasn't reached the fervor and euphoria of a market reaching it's peak.

11-17

$Walt Disney(DIS)$ this year went to both Disney Tokyo and Universal studios in Osaka. My preference is USJ. With Super Nintendo World and various anime collaboration latest of which demon slayer. More happening. First visit to Disney is magical for those who grew up watching Disney on tv and movies before they went woke.

11-12

$Bitwise Bitcoin ETF(BITB)$ where is the next resistance?

11-10

$NVIDIA Corp(NVDA)$ nvda is a behemoth in ai space. Anyone wanting to get into ai in a big way needs NVDA. The ai had just been. Barring black swan event, revenue will continue to grow.

10-27

NVDA, Google, Microsoft - AI is still on the up curve. globally companies must take ai on board or potentially face extinction. palantir is the upstart that's do well.

10-26

by itself is just numbers but used to help humanity get to a better place.

10-19

should first build emergency fund. gives peace of mind in uncertain world. retrenchment can happen unexpectedly. contrary to what some think it's not affecting only those 'poor' performers.

09-15

I agree most iphone owners will upgrade to another uphone, the question is when. There'll be millions who will do so regardless. That's why iphones are now evolutionary rather than innovative.

Apple: The Pre-Order Data Will Tell Us The Truth Soon

09-07

$NVIDIA Corp(NVDA)$ my target $90, this quarter is just a blip. Stocks don't go up in a straight line. The growth story is still intact.

08-31

$Tesla Motors(TSLA)$ Elon and Tesla win case in rigging dogecoin https://www.channelnewsasia.com/business/elon-musk-tesla-win-dismissal-lawsuit-claiming-they-rigged-dogecoin-4576361

08-28

what's the impact should Warren pass on?

06-29

add, hard work, the glue needed to put talent and skill together

06-20

I have a "gift" for picking the wrong horses 😔

06-09

Tokyo, my favorite city, something for everyone - young to old. historical and modern, great cuisine, good transportation links. always something new to discover

05-28

$Tiger Brokers(TIGR)$ 3 in 1, killiney is really fragrant but now I'm searching for best value.

04-04

$Tesla Motors(TSLA)$ 110 to 155

02-12

wishing, joy and prosperity to all

01-18

$SoFi Technologies Inc.(SOFI)$

Go to Tiger App to see more news

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money better spent to auto invest in NVDA.","listText":"nope, money better spent to auto invest in NVDA.","text":"nope, money better spent to auto invest in NVDA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373092838748424","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372988093620360,"gmtCreate":1732071519216,"gmtModify":1732071523254,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> i expects a solid quarter but q4 will be more interesting when&nbsp;Blackwell hits&nbsp;the balance sheet.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> i expects a solid quarter but q4 will be more interesting when&nbsp;Blackwell hits&nbsp;the balance sheet.&nbsp;","text":"$NVIDIA Corp(NVDA)$ i expects a solid quarter but q4 will be more interesting when Blackwell hits the balance sheet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372988093620360","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372898462863672,"gmtCreate":1732049644890,"gmtModify":1732049649448,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"there's still a lot of cash in the sidelines.&nbsp; barring black swan, market hasn't reached the fervor and euphoria of a market reaching it's peak.","listText":"there's still a lot of cash in the sidelines.&nbsp; barring black swan, market hasn't reached the fervor and euphoria of a market reaching it's peak.","text":"there's still a lot of cash in the sidelines. barring black swan, market hasn't reached the fervor and euphoria of a market reaching it's peak.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372898462863672","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371727598657672,"gmtCreate":1731793526011,"gmtModify":1731793531034,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> this year went to both Disney Tokyo&nbsp; and Universal studios in Osaka.&nbsp;&nbsp;My preference is USJ.&nbsp; With Super Nintendo World and various anime collaboration latest of&nbsp;which demon slayer.&nbsp; More happening.&nbsp; First visit to Disney is magical&nbsp;for those&nbsp;who grew up watching&nbsp;Disney on tv and movies before they went woke.&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> this year went to both Disney Tokyo&nbsp; and Universal studios in Osaka.&nbsp;&nbsp;My preference is USJ.&nbsp; With Super Nintendo World and various anime collaboration latest of&nbsp;which demon slayer.&nbsp; More happening.&nbsp; First visit to Disney is magical&nbsp;for those&nbsp;who grew up watching&nbsp;Disney on tv and movies before they went woke.&nbsp;","text":"$Walt Disney(DIS)$ this year went to both Disney Tokyo and Universal studios in Osaka. My preference is USJ. With Super Nintendo World and various anime collaboration latest of which demon slayer. More happening. First visit to Disney is magical for those who grew up watching Disney on tv and movies before they went woke.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/371727598657672","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579827147050987","authorId":"3579827147050987","name":"xupper22","avatar":"https://static.tigerbbs.com/6b13c95cf147fc91a64e304d76553827","crmLevel":4,"crmLevelSwitch":1,"idStr":"3579827147050987","authorIdStr":"3579827147050987"},"content":"same sentiments. Prefer USJ over Disneyland, though have not been to Disneysea yet, heard that's more catered to adults so might enjoy that more than Disneyland","text":"same sentiments. Prefer USJ over Disneyland, though have not been to Disneysea yet, heard that's more catered to adults so might enjoy that more than Disneyland","html":"same sentiments. Prefer USJ over Disneyland, though have not been to Disneysea yet, heard that's more catered to adults so might enjoy that more than Disneyland"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369877144019184,"gmtCreate":1731342762363,"gmtModify":1731381757291,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BITB\">$Bitwise Bitcoin ETF(BITB)$ </a> where is the next resistance?","listText":"<a href=\"https://ttm.financial/S/BITB\">$Bitwise Bitcoin ETF(BITB)$ </a> where is the next resistance?","text":"$Bitwise Bitcoin ETF(BITB)$ where is the next resistance?","images":[{"img":"https://community-static.tradeup.com/news/152cbba5ab875693e5c5f2276498eed6","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369877144019184","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369297540342080,"gmtCreate":1731202080391,"gmtModify":1731202084757,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> nvda is a behemoth in ai space.&nbsp; Anyone wanting to get into ai in a big way needs NVDA.&nbsp; The ai had just been.&nbsp; Barring black swan event,&nbsp; revenue will continue to grow.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> nvda is a behemoth in ai space.&nbsp; Anyone wanting to get into ai in a big way needs NVDA.&nbsp; The ai had just been.&nbsp; Barring black swan event,&nbsp; revenue will continue to grow.&nbsp;","text":"$NVIDIA Corp(NVDA)$ nvda is a behemoth in ai space. Anyone wanting to get into ai in a big way needs NVDA. The ai had just been. Barring black swan event, revenue will continue to grow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369297540342080","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364420594806968,"gmtCreate":1729980205992,"gmtModify":1729980210915,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"NVDA, Google, Microsoft&nbsp; - AI is still on the up curve. globally companies must take ai on board or potentially face extinction.&nbsp;&nbsp; palantir is the upstart that's do well.","listText":"NVDA, Google, Microsoft&nbsp; - AI is still on the up curve. globally companies must take ai on board or potentially face extinction.&nbsp;&nbsp; palantir is the upstart that's do well.","text":"NVDA, Google, Microsoft - AI is still on the up curve. globally companies must take ai on board or potentially face extinction. palantir is the upstart that's do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/364420594806968","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364076773593160,"gmtCreate":1729896252796,"gmtModify":1729896256926,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"by itself is just numbers but used to help humanity get to a better place.&nbsp;","listText":"by itself is just numbers but used to help humanity get to a better place.&nbsp;","text":"by itself is just numbers but used to help humanity get to a better place.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364076773593160","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361703013867552,"gmtCreate":1729326355398,"gmtModify":1729326359640,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"should first build emergency fund.&nbsp;&nbsp; gives peace of mind in uncertain world.&nbsp; retrenchment can happen unexpectedly. contrary to what some think it's not affecting only those 'poor' performers.&nbsp;","listText":"should first build emergency fund.&nbsp;&nbsp; gives peace of mind in uncertain world.&nbsp; retrenchment can happen unexpectedly. contrary to what some think it's not affecting only those 'poor' performers.&nbsp;","text":"should first build emergency fund. gives peace of mind in uncertain world. retrenchment can happen unexpectedly. contrary to what some think it's not affecting only those 'poor' performers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361703013867552","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349480235266416,"gmtCreate":1726350327429,"gmtModify":1726350331999,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"I agree most iphone owners&nbsp;will upgrade to another uphone, the question is when. There'll be millions who will do so regardless.&nbsp; That's why iphones are now evolutionary rather than innovative.&nbsp;&nbsp;","listText":"I agree most iphone owners&nbsp;will upgrade to another uphone, the question is when. There'll be millions who will do so regardless.&nbsp; That's why iphones are now evolutionary rather than innovative.&nbsp;&nbsp;","text":"I agree most iphone owners will upgrade to another uphone, the question is when. There'll be millions who will do so regardless. That's why iphones are now evolutionary rather than innovative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349480235266416","repostId":"1100569585","repostType":2,"repost":{"id":"1100569585","pubTimestamp":1726200000,"share":"https://ttm.financial/m/news/1100569585?lang=&edition=fundamental","pubTime":"2024-09-13 12:00","market":"us","language":"en","title":"Apple: The Pre-Order Data Will Tell Us The Truth Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1100569585","media":"Seeking Alpha","summary":"The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple's seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 . The double-beat results and no significant negative guidance chan","content":"<html><head></head><body><h2 id=\"id_2067996948\">Summary</h2><ul style=\"\"><li><p>The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that&#39;s true.</p></li><li><p>Apple&#39;s Q3 revenue of $85.8 billion and GAAP EPS of $1.4 beat consensus estimates, driven by geographic expansion and record services revenue.</p></li><li><p>New Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk.</p></li><li><p>My DCF valuation suggests AAPL is fairly valued at best, preventing a &#34;Sell&#34; rating but not justifying a &#34;Buy&#34; rating.</p></li><li><p>We will have to wait for the pre-order data (lead time) to tell to what extent AI will be a game-changer for AAPL.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44d43b780fc874fa58434f7e1e8615a0\" alt=\"Nikada/iStock Unreleased via Getty Images\" title=\"Nikada/iStock Unreleased via Getty Images\" tg-width=\"750\" tg-height=\"482\"/><span>Nikada/iStock Unreleased via Getty Images</span></p><h2 id=\"id_958347437\">Intro &amp; Thesis</h2><p>I initiated coverage of <strong>Apple Inc.</strong> (NASDAQ:AAPL) (NEOE:AAPL:CA) stock in December 2021 and gave the stock a &#39;Hold&#39; rating, pointing to the strength of the brand but also a fairly generous valuation at the time. A few articles later, on April 10, 2023, I downgraded AAPL stock to &#34;Sell&#34;, and since then, I kept my rating unchanged. Unfortunately, pricey stocks may stay pricey way longer than we can predict, so despite the stagnation of the business, AAPL stock beat the S&amp;P 500 Index (SPX) (SP500) by 317 b.p. (36.91% vs. 33.74%) since I downgraded it.</p><p>In my latest bearish call, I noted that AAPL stock abruptly broke its medium-term sideways consolidation channel after investors and analysts cheered the company&#39;s AI-centric plans unveiled at the WWDC developer conference on Monday. Since then, the AAPL stock price has been in a short-term consolidation, and even the recently introduced 16th generation of iPhones has not had a significant impact on the stock&#39;s performance.</p><p>Today, I&#39;ve decided to upgrade my rating to &#34;Hold&#34; and no longer try to fight the irrationality that has appeared in AAPL&#39;s price action in recent months and even years. I still think Apple is a highly overvalued stock, but I definitely like the introduction of Apple Intelligence.</p><h2 id=\"id_2528654249\">Why Do I Think So?</h2><p>The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple&#39;s seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 (although there was a sequential decline of around $0.13). The double-beat results and no significant negative guidance changes led to Q4 earnings revisions en masse:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/08d593c02e7141ef48a231b4af7b133a\" alt=\"Seeking Alpha, AAPL, notes added\" title=\"Seeking Alpha, AAPL, notes added\" tg-width=\"640\" tg-height=\"122\"/><span>Seeking Alpha, AAPL, notes added</span></p><p>I think what we saw in Q3 again was that Apple&#39;s geographic expansion strategy is indeed proving effective, as evidenced by record revenues in over two dozen countries, including major end-markets like Canada, Mexico, Germany, and the U.K., as well as growth economies such as Indonesia, the Philippines, and Thailand. It was these markets that helped offset the decline in sales in China (-7% YoY), which was anticipated due to &#34;economic and competitive pressures.&#34; Apple&#39;s sales went up in the Americas region (a 7% YoY increase), and in Europe (an 8% YoY rise), so the firm kept capitalizing on diverse market opportunities. The company&#39;s services segment, which achieved an all-time record revenue of ~$24.2 billion, up 14% YoY, further diversifying away from the hardware cyclicality dependence, which is, of course, good news for investors.</p><p>Despite a slight decline in market share to 15.8% from 16.6% a year earlier, Apple continues to lead in smartphone revenue and profit share globally. The iPhone generated $39.3 billion in revenue, accounting for 46% of total sales, with a slight YoY decline of &lt;1%. Additionally, the growth in Mac sales, with revenue of $7.00 billion (+3% YoY), and iPad sales (+24% YoY growth to $7.2 billion), indicates Apple&#39;s strength in the computing segment, in my opinion.</p><p>However, financials for Q3 are a thing of the past. In any case, they quickly faded into the background as Apple held its annual presentation of new products, where the main focus was, as always, on the iPhones.</p><p>While there were no major surprises, the event provided important details about the rollout of Apple Intelligence, iPhone pricing, and the new Visual Intelligence feature. The announcement that Apple plans to introduce Apple Intelligence to ~40% of the iPhone installed base by the end of this year, and &gt;70% by the end of next year, aligns with the initial market&#39;s expectations and suggests a slightly accelerated rollout, Morgan Stanley analysts noted in their recent research report (proprietary source, September 2024). They add that the &#34;70% installed base&#34; could potentially drive upgrades sooner than anticipated, as consumers may choose to &#34;future-proof&#34; their devices in anticipation of these new features.</p><p>The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that&#39;s true. The Apple Intelligence suite of tools should focus on 4 use cases:</p><ul style=\"\"><li><p>expressions (new writing tools, emojis);</p></li><li><p>re-living memories (enhancing photo capture and editing);</p></li><li><p>prioritization and focus (email/notification summaries), and</p></li><li><p>command/control (an updated Siri, better natural language context, new settings and feature knowledge, new personal context).</p></li></ul><p>In a survey by US AlphaWise Survey (part of Morgan Stanley, proprietary source), ~60% of iPhone owners planning to upgrade in the next 12 months said Apple Intelligence was important to their decision. The analysts conclude that this &#34;illustrates the importance of Apple Intelligence to the iPhone 16 upgrade,&#34; but I think those who were planning to upgrade their iPhone would have done so anyway, with or without Apple Intelligence features.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eee47f0096e90314c45182d1d5717c44\" alt=\"US AlphaWise Survey (part of Morgan Stanley, proprietary source)\" title=\"US AlphaWise Survey (part of Morgan Stanley, proprietary source)\" tg-width=\"640\" tg-height=\"508\"/><span>US AlphaWise Survey (part of Morgan Stanley, proprietary source)</span></p><p>I believe what really matters now for the market&#39;s further reaction to the iPhone 16 is the early pre-order data and the subsequent rollout of Apple Intelligence.</p><p>Although the company may currently lag behind peers like Alphabet (GOOG), Microsoft (MSFT), and Meta (META) in AI development, its focus on privacy and on-device processing could become a significant differentiator in the long term, Argus Research analysts noted in their August report (proprietary source, August 2024). From a technological innovation perspective, I have a few questions about Apple Intelligence&#39;s new features, but I&#39;m concerned about the long-term trend of declining mobile carrier upgrade rates (postpaid upgrade rates) that we have been seeing for several years now.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1613bf1b8234cfa96a4236c0876b0a58\" alt=\"Goldman Sachs [data shared on X]\" title=\"Goldman Sachs [data shared on X]\" tg-width=\"640\" tg-height=\"356\"/><span>Goldman Sachs [data shared on X]</span></p><p>This data tells me that people are keeping their devices longer: either for economic reasons, satisfaction with current technology, or lack of compelling new features in the latest models, but the trend itself is not healthy for Apple. The chart above suggests that Apple&#39;s seasonal sales figures should improve soon, but it&#39;s by no means clear that Apple Intelligence will be a sufficient argument for consumers to rush to upgrade their devices. We&#39;re going to see soon.</p><p>Now, a few words about Apple&#39;s valuation. The company&#39;s capital return strategy, including a large share buyback authorization of $110 billion and a systematic dividend increase (recently by 4% to $0.25 per share), is helping to create shareholder value and a valuation premium. In my opinion, however, the multiple expansion has gone too far.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8fc6e089898ebe6a0e30894f060ef50\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>We don&#39;t know exactly what P/E multiple is appropriate for AAPL, but the company has been generating positive cash flow for many years, so we can try to value it using DCF. I know that many are skeptical about the DCF method, but in my opinion, no better method has been invented yet.</p><p>I will deliberately take the consensus proposed today as a basis, even if I consider the forecast EPS growth rate of almost 25% in FY2026 to be too optimistic - and this forecast is based on only one opinion, according to Seeking Alpha Premium data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e83c4f538554f7d66d7aefd4f9d51a6\" alt=\"Seeking Alpha Premium data, notes added\" title=\"Seeking Alpha Premium data, notes added\" tg-width=\"640\" tg-height=\"270\"/><span>Seeking Alpha Premium data, notes added</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7aa2da99345ddaabac27addf19ac7030\" alt=\"Seeking Alpha Premium data, notes added\" title=\"Seeking Alpha Premium data, notes added\" tg-width=\"640\" tg-height=\"248\"/><span>Seeking Alpha Premium data, notes added</span></p><p>Be that as it may, I added a generous premium to each forecast year sales figure and left the forecast EBIT margin above 32% for the period 2026-2028. I also left other driving assumptions on their default mode, which reflects long-term averages. Here&#39;s what I get for my operations model:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06ad3c2e1f9d4ba9c93d1f8bfeebfcea\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"228\"/><span>FinChat, author&#39;s notes</span></p><p>Assuming a cost of debt of 4% (with a risk-free rate of 3.5%, so the spread is minimal in this case), I also assume an MRP of 5%, as I normally do when valuing any business. As a result, I get a WACC of 9.5%, which seems to me to be an appropriate discount rate under today&#39;s conditions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a98ca348f2092a6cb1250b91d9c7e8ab\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"164\"/><span>FinChat, author&#39;s notes</span></p><p>AAPL is currently trading at an EV/FCF of about 32.45x, which is more than 65% above its 10-year average. I expect this multiple to fall to 30x at least by the end of FY2028, kind of mean-reverting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9316f85f29614ddfe87690200ec56bb\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Taking all these factors into account, I arrive at a fair value of AAPL stock, which limits its intrinsic growth potential in light of all my optimistic assumptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff0d780eb171ebe1b464f83f29c9cb94\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"146\"/><span>FinChat, author&#39;s notes</span></p><h2 id=\"id_3507332348\">The Verdict</h2><p>As Morningstar analyst William Kerwin recently noted (proprietary source), Apple is a differentiated consumer technology provider with tight integration between its hardware and software driving a wide economic moat. Indeed, I can&#39;t argue with this statement. I like how management has adeptly addressed weaknesses in certain regions, such as China, by leveraging strengths in other regions, like the Americas and Europe. Additionally, the increasing share of services revenue is noteworthy, as it&#39;s likely to continue growing and reducing reliance on hardware sales. This shift is beneficial in terms of gaining at least partial independence from market cyclicality.</p><p>The recently unveiled new Apple Intelligence features have created a wave of interest among investors and users, but it&#39;s not yet clear how this will affect upgrades and prospective sales figures. We will have to wait for the pre-order data (lead time) to tell what extent this will be a game-changer for AAPL. But the stagnant momentum in postpaid upgrade rates looks kind of scary.</p><p>Today&#39;s DCF valuation model of mine suggests that even if we add a meaningful premium to Apple&#39;s consensus revenue figures and margins, the stock would turn out to be at best fairly valued.</p><p>The lack of a strong overvaluation prevents me from confirming my previous &#34;Sell&#34; rating this time, but I also see no reason to raise the rating to &#34;Buy&#34;.</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>Apple: The Pre-Order Data Will Tell Us The Truth Soon</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\">\nApple: The Pre-Order Data Will Tell Us The Truth Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true.Apple's Q3 revenue of $85.8 billion and GAAP EPS of $...</p>\n\n<a href=\"https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100569585","content_text":"SummaryThe iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true.Apple's Q3 revenue of $85.8 billion and GAAP EPS of $1.4 beat consensus estimates, driven by geographic expansion and record services revenue.New Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk.My DCF valuation suggests AAPL is fairly valued at best, preventing a \"Sell\" rating but not justifying a \"Buy\" rating.We will have to wait for the pre-order data (lead time) to tell to what extent AI will be a game-changer for AAPL.Nikada/iStock Unreleased via Getty ImagesIntro & ThesisI initiated coverage of Apple Inc. (NASDAQ:AAPL) (NEOE:AAPL:CA) stock in December 2021 and gave the stock a 'Hold' rating, pointing to the strength of the brand but also a fairly generous valuation at the time. A few articles later, on April 10, 2023, I downgraded AAPL stock to \"Sell\", and since then, I kept my rating unchanged. Unfortunately, pricey stocks may stay pricey way longer than we can predict, so despite the stagnation of the business, AAPL stock beat the S&P 500 Index (SPX) (SP500) by 317 b.p. (36.91% vs. 33.74%) since I downgraded it.In my latest bearish call, I noted that AAPL stock abruptly broke its medium-term sideways consolidation channel after investors and analysts cheered the company's AI-centric plans unveiled at the WWDC developer conference on Monday. Since then, the AAPL stock price has been in a short-term consolidation, and even the recently introduced 16th generation of iPhones has not had a significant impact on the stock's performance.Today, I've decided to upgrade my rating to \"Hold\" and no longer try to fight the irrationality that has appeared in AAPL's price action in recent months and even years. I still think Apple is a highly overvalued stock, but I definitely like the introduction of Apple Intelligence.Why Do I Think So?The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple's seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 (although there was a sequential decline of around $0.13). The double-beat results and no significant negative guidance changes led to Q4 earnings revisions en masse:Seeking Alpha, AAPL, notes addedI think what we saw in Q3 again was that Apple's geographic expansion strategy is indeed proving effective, as evidenced by record revenues in over two dozen countries, including major end-markets like Canada, Mexico, Germany, and the U.K., as well as growth economies such as Indonesia, the Philippines, and Thailand. It was these markets that helped offset the decline in sales in China (-7% YoY), which was anticipated due to \"economic and competitive pressures.\" Apple's sales went up in the Americas region (a 7% YoY increase), and in Europe (an 8% YoY rise), so the firm kept capitalizing on diverse market opportunities. The company's services segment, which achieved an all-time record revenue of ~$24.2 billion, up 14% YoY, further diversifying away from the hardware cyclicality dependence, which is, of course, good news for investors.Despite a slight decline in market share to 15.8% from 16.6% a year earlier, Apple continues to lead in smartphone revenue and profit share globally. The iPhone generated $39.3 billion in revenue, accounting for 46% of total sales, with a slight YoY decline of <1%. Additionally, the growth in Mac sales, with revenue of $7.00 billion (+3% YoY), and iPad sales (+24% YoY growth to $7.2 billion), indicates Apple's strength in the computing segment, in my opinion.However, financials for Q3 are a thing of the past. In any case, they quickly faded into the background as Apple held its annual presentation of new products, where the main focus was, as always, on the iPhones.While there were no major surprises, the event provided important details about the rollout of Apple Intelligence, iPhone pricing, and the new Visual Intelligence feature. The announcement that Apple plans to introduce Apple Intelligence to ~40% of the iPhone installed base by the end of this year, and >70% by the end of next year, aligns with the initial market's expectations and suggests a slightly accelerated rollout, Morgan Stanley analysts noted in their recent research report (proprietary source, September 2024). They add that the \"70% installed base\" could potentially drive upgrades sooner than anticipated, as consumers may choose to \"future-proof\" their devices in anticipation of these new features.The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true. The Apple Intelligence suite of tools should focus on 4 use cases:expressions (new writing tools, emojis);re-living memories (enhancing photo capture and editing);prioritization and focus (email/notification summaries), andcommand/control (an updated Siri, better natural language context, new settings and feature knowledge, new personal context).In a survey by US AlphaWise Survey (part of Morgan Stanley, proprietary source), ~60% of iPhone owners planning to upgrade in the next 12 months said Apple Intelligence was important to their decision. The analysts conclude that this \"illustrates the importance of Apple Intelligence to the iPhone 16 upgrade,\" but I think those who were planning to upgrade their iPhone would have done so anyway, with or without Apple Intelligence features.US AlphaWise Survey (part of Morgan Stanley, proprietary source)I believe what really matters now for the market's further reaction to the iPhone 16 is the early pre-order data and the subsequent rollout of Apple Intelligence.Although the company may currently lag behind peers like Alphabet (GOOG), Microsoft (MSFT), and Meta (META) in AI development, its focus on privacy and on-device processing could become a significant differentiator in the long term, Argus Research analysts noted in their August report (proprietary source, August 2024). From a technological innovation perspective, I have a few questions about Apple Intelligence's new features, but I'm concerned about the long-term trend of declining mobile carrier upgrade rates (postpaid upgrade rates) that we have been seeing for several years now.Goldman Sachs [data shared on X]This data tells me that people are keeping their devices longer: either for economic reasons, satisfaction with current technology, or lack of compelling new features in the latest models, but the trend itself is not healthy for Apple. The chart above suggests that Apple's seasonal sales figures should improve soon, but it's by no means clear that Apple Intelligence will be a sufficient argument for consumers to rush to upgrade their devices. We're going to see soon.Now, a few words about Apple's valuation. The company's capital return strategy, including a large share buyback authorization of $110 billion and a systematic dividend increase (recently by 4% to $0.25 per share), is helping to create shareholder value and a valuation premium. In my opinion, however, the multiple expansion has gone too far.Data by YChartsWe don't know exactly what P/E multiple is appropriate for AAPL, but the company has been generating positive cash flow for many years, so we can try to value it using DCF. I know that many are skeptical about the DCF method, but in my opinion, no better method has been invented yet.I will deliberately take the consensus proposed today as a basis, even if I consider the forecast EPS growth rate of almost 25% in FY2026 to be too optimistic - and this forecast is based on only one opinion, according to Seeking Alpha Premium data.Seeking Alpha Premium data, notes addedSeeking Alpha Premium data, notes addedBe that as it may, I added a generous premium to each forecast year sales figure and left the forecast EBIT margin above 32% for the period 2026-2028. I also left other driving assumptions on their default mode, which reflects long-term averages. Here's what I get for my operations model:FinChat, author's notesAssuming a cost of debt of 4% (with a risk-free rate of 3.5%, so the spread is minimal in this case), I also assume an MRP of 5%, as I normally do when valuing any business. As a result, I get a WACC of 9.5%, which seems to me to be an appropriate discount rate under today's conditions.FinChat, author's notesAAPL is currently trading at an EV/FCF of about 32.45x, which is more than 65% above its 10-year average. I expect this multiple to fall to 30x at least by the end of FY2028, kind of mean-reverting.Data by YChartsTaking all these factors into account, I arrive at a fair value of AAPL stock, which limits its intrinsic growth potential in light of all my optimistic assumptions.FinChat, author's notesThe VerdictAs Morningstar analyst William Kerwin recently noted (proprietary source), Apple is a differentiated consumer technology provider with tight integration between its hardware and software driving a wide economic moat. Indeed, I can't argue with this statement. I like how management has adeptly addressed weaknesses in certain regions, such as China, by leveraging strengths in other regions, like the Americas and Europe. Additionally, the increasing share of services revenue is noteworthy, as it's likely to continue growing and reducing reliance on hardware sales. This shift is beneficial in terms of gaining at least partial independence from market cyclicality.The recently unveiled new Apple Intelligence features have created a wave of interest among investors and users, but it's not yet clear how this will affect upgrades and prospective sales figures. We will have to wait for the pre-order data (lead time) to tell what extent this will be a game-changer for AAPL. But the stagnant momentum in postpaid upgrade rates looks kind of scary.Today's DCF valuation model of mine suggests that even if we add a meaningful premium to Apple's consensus revenue figures and margins, the stock would turn out to be at best fairly valued.The lack of a strong overvaluation prevents me from confirming my previous \"Sell\" rating this time, but I also see no reason to raise the rating to \"Buy\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346613558845760,"gmtCreate":1725651868388,"gmtModify":1725651872192,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> my target $90, this quarter is&nbsp;just a blip.&nbsp; Stocks don't go up in a straight line. The growth story is still intact.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> my target $90, this quarter is&nbsp;just a blip.&nbsp; Stocks don't go up in a straight line. The growth story is still intact.&nbsp;","text":"$NVIDIA Corp(NVDA)$ my target $90, this quarter is just a blip. Stocks don't go up in a straight line. The growth story is still intact.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346613558845760","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344474796884080,"gmtCreate":1725093067200,"gmtModify":1725095493228,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Elon and Tesla win case in rigging dogecoin&nbsp; https://www.channelnewsasia.com/business/elon-musk-tesla-win-dismissal-lawsuit-claiming-they-rigged-dogecoin-4576361","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Elon and Tesla win case in rigging dogecoin&nbsp; https://www.channelnewsasia.com/business/elon-musk-tesla-win-dismissal-lawsuit-claiming-they-rigged-dogecoin-4576361","text":"$Tesla Motors(TSLA)$ Elon and Tesla win case in rigging dogecoin https://www.channelnewsasia.com/business/elon-musk-tesla-win-dismissal-lawsuit-claiming-they-rigged-dogecoin-4576361","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344474796884080","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343334361006112,"gmtCreate":1724851364196,"gmtModify":1724851368209,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"what's the impact should Warren pass on?","listText":"what's the impact should Warren pass on?","text":"what's the impact should Warren pass on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343334361006112","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321901874253904,"gmtCreate":1719619800595,"gmtModify":1719619804625,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"add, hard work, the glue needed to put talent and skill together","listText":"add, hard work, the glue needed to put talent and skill together","text":"add, hard work, the glue needed to put talent and skill together","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321901874253904","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318980282704064,"gmtCreate":1718889675396,"gmtModify":1718889680583,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"I have a \"gift\" for picking the wrong horses&nbsp; 😔","listText":"I have a \"gift\" for picking the wrong horses&nbsp; 😔","text":"I have a \"gift\" for picking the wrong horses 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318980282704064","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314803917852752,"gmtCreate":1717887873042,"gmtModify":1717887876904,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"Tokyo, my favorite city, something for everyone - young to old. historical and modern, great cuisine, good transportation links. always something new to discover","listText":"Tokyo, my favorite city, something for everyone - young to old. historical and modern, great cuisine, good transportation links. always something new to discover","text":"Tokyo, my favorite city, something for everyone - young to old. historical and modern, great cuisine, good transportation links. always something new to discover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314803917852752","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310574577397840,"gmtCreate":1716833214623,"gmtModify":1716833218564,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 3 in 1, killiney is really fragrant but now I'm searching for best value.","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 3 in 1, killiney is really fragrant but now I'm searching for best value.","text":"$Tiger Brokers(TIGR)$ 3 in 1, killiney is really fragrant but now I'm searching for best value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310574577397840","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291676269596888,"gmtCreate":1712235945143,"gmtModify":1712235949770,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> 110 to 155","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> 110 to 155","text":"$Tesla Motors(TSLA)$ 110 to 155","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291676269596888","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272977532825880,"gmtCreate":1707682700981,"gmtModify":1707682706542,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"wishing, joy and prosperity to all","listText":"wishing, joy and prosperity to all","text":"wishing, joy and prosperity to all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272977532825880","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264067142156376,"gmtCreate":1705517048634,"gmtModify":1705517054687,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$","images":[{"img":"https://community-static.tradeup.com/news/16592299dedc91051f918c4fb5e21113","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264067142156376","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9902514327,"gmtCreate":1659735880272,"gmtModify":1704198107869,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>BullishBullisBullishBullish stronger than at&nbsp;previous split. More than 50% cagr best days ahead.String product lineup with cybertruck and semi coming.&nbsp;Financially strong, best in class margins, free cash flow, low debt. Able to find new capex with cash flow.&nbsp;There are external risks, supply chain, lockdown but Tesla had managed better than most.&nbsp;However key risk remains as before key man risk. Not new but Tesla is in better place with strong strategy and plan for next 10 years","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>BullishBullisBullishBullish stronger than at&nbsp;previous split. More than 50% cagr best days ahead.String product lineup with cybertruck and semi coming.&nbsp;Financially strong, best in class margins, free cash flow, low debt. Able to find new capex with cash flow.&nbsp;There are external risks, supply chain, lockdown but Tesla had managed better than most.&nbsp;However key risk remains as before key man risk. Not new but Tesla is in better place with strong strategy and plan for next 10 years","text":"$Tesla Motors(TSLA)$BullishBullisBullishBullish stronger than at previous split. More than 50% cagr best days ahead.String product lineup with cybertruck and semi coming. Financially strong, best in class margins, free cash flow, low debt. Able to find new capex with cash flow. There are external risks, supply chain, lockdown but Tesla had managed better than most. However key risk remains as before key man risk. Not new but Tesla is in better place with strong strategy and plan for next 10 years","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902514327","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923363902,"gmtCreate":1670802299207,"gmtModify":1676538434734,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"USDA found no violations at UC Davis or Neuralink “just shows you how weak the Animal Welfare Act is... Neuralink is guilty&nbsp;based on unproven allegations and in what activists believe the standard should be.&nbsp; While their objectives are laudable they should be confusing USDA to strengthen legislative that it affects&nbsp;more than just Neuralink","listText":"USDA found no violations at UC Davis or Neuralink “just shows you how weak the Animal Welfare Act is... Neuralink is guilty&nbsp;based on unproven allegations and in what activists believe the standard should be.&nbsp; While their objectives are laudable they should be confusing USDA to strengthen legislative that it affects&nbsp;more than just Neuralink","text":"USDA found no violations at UC Davis or Neuralink “just shows you how weak the Animal Welfare Act is... Neuralink is guilty based on unproven allegations and in what activists believe the standard should be. While their objectives are laudable they should be confusing USDA to strengthen legislative that it affects more than just Neuralink","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9923363902","repostId":"2290244000","repostType":2,"repost":{"id":"2290244000","pubTimestamp":1670761035,"share":"https://ttm.financial/m/news/2290244000?lang=&edition=fundamental","pubTime":"2022-12-11 20:17","market":"us","language":"en","title":"The Elon Musk Neuralink animal cruelty allegations, explained","url":"https://stock-news.laohu8.com/highlight/detail?id=2290244000","media":"Vox.com","summary":"The Elon Musk Neuralink animal cruelty allegations, explained","content":"<div>\n<p>The Elon Musk Neuralink animal cruelty allegations, explained</p>\n\n<a href=\"https://news.google.com/__i/rss/rd/articles/CBMiZGh0dHBzOi8vd3d3LnZveC5jb20vZnV0dXJlLXBlcmZlY3QvMjAyMi8xMi8xMS8yMzUwMDE1Ny9uZXVyYWxpbmstYW5pbWFsLXRlc3RpbmctZWxvbi1tdXNrLXVzZGEtcHJvYmXSAXFodHRwczovL3d3dy52b3guY29tL3BsYXRmb3JtL2FtcC9mdXR1cmUtcGVyZmVjdC8yMDIyLzEyLzExLzIzNTAwMTU3L25ldXJhbGluay1hbmltYWwtdGVzdGluZy1lbG9uLW11c2stdXNkYS1wcm9iZQ?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>The Elon Musk Neuralink animal cruelty allegations, explained</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\">\nThe Elon Musk Neuralink animal cruelty allegations, explained\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 20:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/__i/rss/rd/articles/CBMiZGh0dHBzOi8vd3d3LnZveC5jb20vZnV0dXJlLXBlcmZlY3QvMjAyMi8xMi8xMS8yMzUwMDE1Ny9uZXVyYWxpbmstYW5pbWFsLXRlc3RpbmctZWxvbi1tdXNrLXVzZGEtcHJvYmXSAXFodHRwczovL3d3dy52b3guY29tL3BsYXRmb3JtL2FtcC9mdXR1cmUtcGVyZmVjdC8yMDIyLzEyLzExLzIzNTAwMTU3L25ldXJhbGluay1hbmltYWwtdGVzdGluZy1lbG9uLW11c2stdXNkYS1wcm9iZQ?oc=5><strong>Vox.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Elon Musk Neuralink animal cruelty allegations, explained</p>\n\n<a href=\"https://news.google.com/__i/rss/rd/articles/CBMiZGh0dHBzOi8vd3d3LnZveC5jb20vZnV0dXJlLXBlcmZlY3QvMjAyMi8xMi8xMS8yMzUwMDE1Ny9uZXVyYWxpbmstYW5pbWFsLXRlc3RpbmctZWxvbi1tdXNrLXVzZGEtcHJvYmXSAXFodHRwczovL3d3dy52b3guY29tL3BsYXRmb3JtL2FtcC9mdXR1cmUtcGVyZmVjdC8yMDIyLzEyLzExLzIzNTAwMTU3L25ldXJhbGluay1hbmltYWwtdGVzdGluZy1lbG9uLW11c2stdXNkYS1wcm9iZQ?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL 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(LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://news.google.com/__i/rss/rd/articles/CBMiZGh0dHBzOi8vd3d3LnZveC5jb20vZnV0dXJlLXBlcmZlY3QvMjAyMi8xMi8xMS8yMzUwMDE1Ny9uZXVyYWxpbmstYW5pbWFsLXRlc3RpbmctZWxvbi1tdXNrLXVzZGEtcHJvYmXSAXFodHRwczovL3d3dy52b3guY29tL3BsYXRmb3JtL2FtcC9mdXR1cmUtcGVyZmVjdC8yMDIyLzEyLzExLzIzNTAwMTU3L25ldXJhbGluay1hbmltYWwtdGVzdGluZy1lbG9uLW11c2stdXNkYS1wcm9iZQ?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290244000","content_text":"The Elon Musk Neuralink animal cruelty allegations, explained","news_type":1},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080664057,"gmtCreate":1649888409338,"gmtModify":1676534596618,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;[Angry]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$[Cry] [Cry] [Cry] [Angry] [Angry] [Angry] [Spurting] [Spurting] [Spurting]","images":[{"img":"https://community-static.tradeup.com/news/1070c798ed2089c6410263509543f92b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080664057","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022178758,"gmtCreate":1653513455875,"gmtModify":1676535293002,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"Tesla is already as profitable add both gm and Ford combined. Fcf is growing rapidly. Tesla had been reducing debt. Both&nbsp;gm and Ford still have massive debt and have to take on more to ramp ev production.&nbsp;Agree there's a need to be vigilant and do due diligence. There's downside but s but it won't be only affects Tesla.&nbsp;","listText":"Tesla is already as profitable add both gm and Ford combined. Fcf is growing rapidly. Tesla had been reducing debt. Both&nbsp;gm and Ford still have massive debt and have to take on more to ramp ev production.&nbsp;Agree there's a need to be vigilant and do due diligence. There's downside but s but it won't be only affects Tesla.&nbsp;","text":"Tesla is already as profitable add both gm and Ford combined. Fcf is growing rapidly. Tesla had been reducing debt. Both gm and Ford still have massive debt and have to take on more to ramp ev production. Agree there's a need to be vigilant and do due diligence. There's downside but s but it won't be only affects Tesla.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022178758","repostId":"2238562497","repostType":2,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000431","authorId":"9000000000000431","name":"PandoraHaggai","avatar":"https://static.tigerbbs.com/1697f3f91fe5c84e7af6ee5dbdfb3d88","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000431","authorIdStr":"9000000000000431"},"content":"Would you consider buying Tesla below 600?","text":"Would you consider buying Tesla below 600?","html":"Would you consider buying Tesla below 600?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038249630,"gmtCreate":1646860437958,"gmtModify":1676534169577,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"What's overlooked are the plans to double capacity at Shanghai and expanding Fremont. Also possible announcement of new gigafactory around year end.&nbsp;&nbsp;Lots of announcements&nbsp;made the past year with battery manufacturers Panasonic, Catl and maybe byd&nbsp;to make batteries for TSLA an long term contact with suppliers for battery material.TSLA have been underestimated and&nbsp;&nbsp;undervalued for lot of things.&nbsp; Not perfect but a lot better than competition.&nbsp;","listText":"What's overlooked are the plans to double capacity at Shanghai and expanding Fremont. Also possible announcement of new gigafactory around year end.&nbsp;&nbsp;Lots of announcements&nbsp;made the past year with battery manufacturers Panasonic, Catl and maybe byd&nbsp;to make batteries for TSLA an long term contact with suppliers for battery material.TSLA have been underestimated and&nbsp;&nbsp;undervalued for lot of things.&nbsp; Not perfect but a lot better than competition.&nbsp;","text":"What's overlooked are the plans to double capacity at Shanghai and expanding Fremont. Also possible announcement of new gigafactory around year end. Lots of announcements made the past year with battery manufacturers Panasonic, Catl and maybe byd to make batteries for TSLA an long term contact with suppliers for battery material.TSLA have been underestimated and undervalued for lot of things. Not perfect but a lot better than competition.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038249630","repostId":"1157057946","repostType":4,"repost":{"id":"1157057946","pubTimestamp":1646837534,"share":"https://ttm.financial/m/news/1157057946?lang=&edition=fundamental","pubTime":"2022-03-09 22:52","market":"us","language":"en","title":"Tesla May Be Reaching Critical Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1157057946","media":"seekingalpha","summary":"SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade U","content":"<html><head></head><body><h2>Summary</h2><ul><li>Berlin, Austin factories likely to start contributing in Q2.</li><li>Materials inflation will impact the EV demand picture.</li><li>Elon Musk and Tesla face numerous legal issues.</li></ul><p>With Russia deciding to invade Ukraine recently, electric vehicle maker Tesla (TSLA) has received a lot of attention. With the prices of oil and gasoline soaring, consumers and global governments are looking toward a future of renewable energy and less ICE vehicles. While the overall craziness around Tesla from years back seemed to have settled down, the future of the company could actually be reaching a critical point rather soon.</p><p>Part of the bull case for last year was the opening of two new factories that would help with the company&#39;s next leg of growth. As we&#39;ve seen with a number of past Tesla items, delays ensued, but things are finally progressing. The first deliveries from these factories should start in the coming months, although they aren&#39;t likely to make any meaningful contributions until much later this year. In terms of pure volume growth, the Berlin and Austin facilities are more important items for next year&#39;s delivery surge.</p><p>Now that these factories are starting to produce vehicles, I&#39;m curious to see how street analysts react. As I&#39;ve detailed in previous articles, the street has been extremely conservative with regard to Tesla in recent quarters. As the table below shows, one analyst even sees Q4 revenues this year coming in below last year&#39;s Q4 total sales figure. Most Tesla bulls see at least an extra 125,000 deliveries in this year&#39;s Q4, so how is it possible that the company report lower revenue? These extremely low estimates continue to drag overall averages down, which helps Tesla report delivery, revenue, and earnings beats that don&#39;t truly reflect the reality here.</p><p><img src=\"https://static.tigerbbs.com/6a3c38eb92e463dd471485692153ab34\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Revenue Estimates(Seeking Alpha Estimates Page)</p><p>As for the current quarter, total revenues are expected to be down a little sequentially, implying flat to slightly higher deliveries. That implies around 310,000 deliveries for Q1, a bit below my current expectation for 324,000. We got decent numbers out of China for January, and we&#39;re expected to get February numbers rather soon. Perhaps good data on that front will get the street average up a bit to a more realistic expectation.</p><p>With gasoline prices soaring in recent weeks, the spotlight on electric vehicles has certainly increased. However, Tesla also faces a hit from the Russia situation as the country is a key nickel producer, and other commodity prices have also soared. Cobalt, copper, and lithium carbonate prices are on the rise as well, which could dent Tesla&#39;s margins in the coming quarters unless the company raises prices again. The consumers being hurt the most by rising energy prices can&#39;t just go out and buy EVs that start at $60,000, which will impact the ongoing shift to electric vehicles.</p><p>Since Tesla unveiled the Cybertruck, for instance, prices of copper have nearly doubled, while cobalt, nickel, and lithium prices have more than doubled. That&#39;s going to make it hard for Tesla to achieve that sub $40,000 price point, unless it wants to lose a bit of money. For those arguing about massive battery savings coming up, just remember that the Model 3 starts at nearly $45,000 currently, and that&#39;s a much smaller vehicle and one that has been in mass production for years. Tesla is currently estimated to have well over a million reservations for the Cybertruck, so it will be interesting to see how many orders are canceled if prices jump 10%, 25%, or more once the vehicle actually comes to market.</p><p>Perhaps the biggest risk for Tesla currently doesn&#39;t actually involve everyday operations, as there are a number of ongoing high profile lawsuits involving the company and or Elon Musk. As the company&#39;s10-K filing details, a decision on the lawsuit against the SolarCity acquisition is due in the coming months. A trial related to the 2018 CEO award is scheduled for April, while another case involving the $420 going private transaction is scheduled for trial in May. At the same time, the SECis reportedly looking into Elon and Kimbal Musk for alleged insider trading charges. These legal actions could have widespread ramifications for Tesla, its executives, and board members, but to what degree is uncertain at this point.</p><p>As for Tesla shares, they remain in a very interesting place currently. Despite all the positive potential news for EV and solar lately, the stock has been hit with the overall market. Monday&#39;s close below $805 puts the stock well below the average street price target of $958. As the chart below shows, shares have recently lost the 200-day moving average (orange line). Without a rebound in the near term, that sets up the possibility of the dreaded death cross over the next few months, as the 50-day moving average (purple line) could cross below its longer term counterpart.</p><p><img src=\"https://static.tigerbbs.com/b83ea0334f84eaaad7b891873d79b292\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Chart With Moving Averages(Yahoo Finance)</p><p>In the end, Tesla may be approaching a key point in its history over the next couple of months. The Berlin and Austin factories are set to start contributing to the growth story, coming at a time where consumers are feeling the pain of higher gas prices thanks to the Russian war in Ukraine. Unfortunately for the company, the shift to EVs may face a stiff headwind if commodity prices continue to soar and make these vehicles much more expensive. While many eyes remain on the business itself, I will really be watching the courtroom as Tesla and Elon Musk face a number of major lawsuits. Investors are hoping the growth story can push this stock to new highs moving forward, but the overall market weakness is limiting upside currently.</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 May Be Reaching Critical Point</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 May Be Reaching Critical Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4493826-tesla-may-be-reaching-critical-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade ...</p>\n\n<a href=\"https://seekingalpha.com/article/4493826-tesla-may-be-reaching-critical-point\">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/4493826-tesla-may-be-reaching-critical-point","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157057946","content_text":"SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade Ukraine recently, electric vehicle maker Tesla (TSLA) has received a lot of attention. With the prices of oil and gasoline soaring, consumers and global governments are looking toward a future of renewable energy and less ICE vehicles. While the overall craziness around Tesla from years back seemed to have settled down, the future of the company could actually be reaching a critical point rather soon.Part of the bull case for last year was the opening of two new factories that would help with the company's next leg of growth. As we've seen with a number of past Tesla items, delays ensued, but things are finally progressing. The first deliveries from these factories should start in the coming months, although they aren't likely to make any meaningful contributions until much later this year. In terms of pure volume growth, the Berlin and Austin facilities are more important items for next year's delivery surge.Now that these factories are starting to produce vehicles, I'm curious to see how street analysts react. As I've detailed in previous articles, the street has been extremely conservative with regard to Tesla in recent quarters. As the table below shows, one analyst even sees Q4 revenues this year coming in below last year's Q4 total sales figure. Most Tesla bulls see at least an extra 125,000 deliveries in this year's Q4, so how is it possible that the company report lower revenue? These extremely low estimates continue to drag overall averages down, which helps Tesla report delivery, revenue, and earnings beats that don't truly reflect the reality here.Tesla Revenue Estimates(Seeking Alpha Estimates Page)As for the current quarter, total revenues are expected to be down a little sequentially, implying flat to slightly higher deliveries. That implies around 310,000 deliveries for Q1, a bit below my current expectation for 324,000. We got decent numbers out of China for January, and we're expected to get February numbers rather soon. Perhaps good data on that front will get the street average up a bit to a more realistic expectation.With gasoline prices soaring in recent weeks, the spotlight on electric vehicles has certainly increased. However, Tesla also faces a hit from the Russia situation as the country is a key nickel producer, and other commodity prices have also soared. Cobalt, copper, and lithium carbonate prices are on the rise as well, which could dent Tesla's margins in the coming quarters unless the company raises prices again. The consumers being hurt the most by rising energy prices can't just go out and buy EVs that start at $60,000, which will impact the ongoing shift to electric vehicles.Since Tesla unveiled the Cybertruck, for instance, prices of copper have nearly doubled, while cobalt, nickel, and lithium prices have more than doubled. That's going to make it hard for Tesla to achieve that sub $40,000 price point, unless it wants to lose a bit of money. For those arguing about massive battery savings coming up, just remember that the Model 3 starts at nearly $45,000 currently, and that's a much smaller vehicle and one that has been in mass production for years. Tesla is currently estimated to have well over a million reservations for the Cybertruck, so it will be interesting to see how many orders are canceled if prices jump 10%, 25%, or more once the vehicle actually comes to market.Perhaps the biggest risk for Tesla currently doesn't actually involve everyday operations, as there are a number of ongoing high profile lawsuits involving the company and or Elon Musk. As the company's10-K filing details, a decision on the lawsuit against the SolarCity acquisition is due in the coming months. A trial related to the 2018 CEO award is scheduled for April, while another case involving the $420 going private transaction is scheduled for trial in May. At the same time, the SECis reportedly looking into Elon and Kimbal Musk for alleged insider trading charges. These legal actions could have widespread ramifications for Tesla, its executives, and board members, but to what degree is uncertain at this point.As for Tesla shares, they remain in a very interesting place currently. Despite all the positive potential news for EV and solar lately, the stock has been hit with the overall market. Monday's close below $805 puts the stock well below the average street price target of $958. As the chart below shows, shares have recently lost the 200-day moving average (orange line). Without a rebound in the near term, that sets up the possibility of the dreaded death cross over the next few months, as the 50-day moving average (purple line) could cross below its longer term counterpart.Tesla Chart With Moving Averages(Yahoo Finance)In the end, Tesla may be approaching a key point in its history over the next couple of months. The Berlin and Austin factories are set to start contributing to the growth story, coming at a time where consumers are feeling the pain of higher gas prices thanks to the Russian war in Ukraine. Unfortunately for the company, the shift to EVs may face a stiff headwind if commodity prices continue to soar and make these vehicles much more expensive. While many eyes remain on the business itself, I will really be watching the courtroom as Tesla and Elon Musk face a number of major lawsuits. Investors are hoping the growth story can push this stock to new highs moving forward, but the overall market weakness is limiting upside currently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"content":"TSLA is getting ready to jump, this time to 1600!! Tesla is worth $2,700 a share and $3,300 when Texas open","text":"TSLA is getting ready to jump, this time to 1600!! Tesla is worth $2,700 a share and $3,300 when Texas open","html":"TSLA is getting ready to jump, this time to 1600!! Tesla is worth $2,700 a share and $3,300 when Texas open"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955288917,"gmtCreate":1675454458939,"gmtModify":1676539004013,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"All those mentioned in a the article are struggling to scale. And burning cash simultaneously.&nbsp;&nbsp;Lucid had cut production target last year several times to 7000.&nbsp; &nbsp; Tesla has competitors but not then, not right now.&nbsp;&nbsp; The basic premise of the article is wrong. As ev market grows Tesla market share will shrink. Tesla is making&nbsp;more money now with reduced market share thang when it dominated the market.&nbsp; Investors should look at the big picture rather than focus narrowly.&nbsp;","listText":"All those mentioned in a the article are struggling to scale. And burning cash simultaneously.&nbsp;&nbsp;Lucid had cut production target last year several times to 7000.&nbsp; &nbsp; Tesla has competitors but not then, not right now.&nbsp;&nbsp; The basic premise of the article is wrong. As ev market grows Tesla market share will shrink. Tesla is making&nbsp;more money now with reduced market share thang when it dominated the market.&nbsp; Investors should look at the big picture rather than focus narrowly.&nbsp;","text":"All those mentioned in a the article are struggling to scale. And burning cash simultaneously. Lucid had cut production target last year several times to 7000. Tesla has competitors but not then, not right now. The basic premise of the article is wrong. As ev market grows Tesla market share will shrink. Tesla is making more money now with reduced market share thang when it dominated the market. Investors should look at the big picture rather than focus narrowly.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9955288917","repostId":"2308539895","repostType":2,"repost":{"id":"2308539895","pubTimestamp":1675445446,"share":"https://ttm.financial/m/news/2308539895?lang=&edition=fundamental","pubTime":"2023-02-04 01:30","market":"fut","language":"en","title":"The Best EV Stocks to Buy to Dethrone Tesla in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2308539895","media":"InvestorPlace","summary":"Today, Tesla isn’t gaining ground – it’s ceding it to its competitors. TSLA’s market share has rapid","content":"<html><body><div>\n<div>\n<ul>\n<li>Today, Tesla isn’t gaining ground – it’s ceding it to its competitors. TSLA’s market share has rapidly eroded in 2021 and 2022 to just 13.7%.</li>\n<li>If Tesla is losing market share, that means someone else is gaining it<em>.</em> And they’re gaining market share in a rapidly growing pie.</li>\n<li>We have the top three EV stocks to buy right now to dethrone Tesla as the king of the industry.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"549\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-768x549.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-768x549.png 768w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-300x214.png 300w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-1024x731.png 1024w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-200x143.png 200w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-400x286.png 400w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-120x85.png 120w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-116x83.png 116w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-100x71.png 100w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-175x125.png 175w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-70x50.png 70w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car-78x56.png 78w, https://investorplace.com/wp-content/uploads/2022/09/ev-stocks-car.png 1260w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: VadymG / Shutterstock</p>\n</figcaption>\n</figure>\n<div>\n<p><i>Editor’s note: “The Best EV Stocks to Buy to Dethrone Tesla in 2023</i><i>” was previously published in </i><i>December 2022</i><i>. It has since been updated to include the most relevant information available.</i></p>\n<p><span>Once upon a time, <strong>Tesla</strong> (<span><strong><u>TSLA</u></strong></span>) was the “golden goose” in the electric vehicle industry. But that time has come and gone. And now, it is time to look for EV stocks to buy</span> <b>to steal Tesla’s crown in the EV Race</b><span>. </span></p>\n<p><span>Well, the stock is now down almost 35% over the past year. </span></p>\n<p><img decoding=\"async\" height=\"1253\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://investorplace.com/wp-content/uploads/2022/12/tsla-chart.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/12/tsla-chart.png 2000w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-300x188.png 300w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-1024x642.png 1024w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-768x481.png 768w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-1536x962.png 1536w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-200x125.png 200w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-400x251.png 400w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-116x73.png 116w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-100x63.png 100w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-80x50.png 80w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-78x49.png 78w\" width=\"2000\"/><noscript><img decoding=\"async\" height=\"1253\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://investorplace.com/wp-content/uploads/2022/12/tsla-chart.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/12/tsla-chart.png 2000w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-300x188.png 300w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-1024x642.png 1024w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-768x481.png 768w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-1536x962.png 1536w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-200x125.png 200w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-400x251.png 400w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-116x73.png 116w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-100x63.png 100w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-80x50.png 80w, https://investorplace.com/wp-content/uploads/2022/12/tsla-chart-78x49.png 78w\" width=\"2000\"/></noscript></p>\n<p><span>Shareholders are looking for someone to blame, and CEO Elon Musk has been in their crosshairs. </span></p>\n<p><span>But that’s not </span><i><span>why </span></i><span>Tesla stock has crashed. </span></p>\n<p><span>Sure, Elon’s antics over at </span><b>Twitter </b><span>aren’t helping things. But Tesla stock was crashing well before Elon ever took over the social media company. It made things worse – but it didn’t start the crash. </span></p>\n<p><span>Instead, what sparked Tesla’s demise is something much more fundamental: </span><b><i>market share erosion</i></b><span>. </span></p>\n<p><span>In the early 2010s, Tesla burst onto the scene as the first major pure EV maker. By the middle of the decade, the company commanded about 10% of the global EV market. Then, it had its big break in 2019 and 2020, when Tesla managed to successfully ramp production of its affordable Model 3 EV. During those two years, Tesla nearly doubled its global EV market share to over 18%. </span></p>\n<p><span>But Tesla hasn’t had a major “hit” or new launch since then. And at the same time, new EV competition has entered the fold. </span></p>\n<p><span>The result? Tesla’s market share has rapidly eroded in 2021 and ‘22. As of June 2022 – the latest data available, per BloombergNEF – Tesla’s global EV market share stood at just 13.7%, down almost five full percentage points from its peak.  </span></p>\n<p><img decoding=\"async\" height=\"537\" loading=\"lazy\" sizes=\"(max-width: 974px) 100vw, 974px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122.png 974w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-300x165.png 300w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-768x423.png 768w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-200x110.png 200w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-162x88.png 162w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-728x400.png 728w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-400x221.png 400w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-116x64.png 116w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-100x55.png 100w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-91x50.png 91w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-78x43.png 78w\" width=\"974\"/></p><noscript><img decoding=\"async\" height=\"537\" loading=\"lazy\" sizes=\"(max-width: 974px) 100vw, 974px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122.png 974w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-300x165.png 300w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-768x423.png 768w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-200x110.png 200w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-162x88.png 162w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-728x400.png 728w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-400x221.png 400w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-116x64.png 116w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-100x55.png 100w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-91x50.png 91w, https://investorplace.com/wp-content/uploads/2022/09/tesla-global-ev-market-092122-78x43.png 78w\" width=\"974\"/></noscript><span>That’s bad news for Tesla. </span><b><i>But it’s good news for someone else</i></b><span>. If Tesla is losing market share, that means someone else is gaining it. And they’re gaining market share in a rapidly growing pie. </span>\n<p><span>Just look at how much the EV market has grown since Tesla’s market share peaked in mid-2020. Global unit sales have risen nearly 300% since then, from 2.4 million cars in June 2020 to 9.3 million cars in June 2022.</span></p>\n<p><img decoding=\"async\" height=\"534\" loading=\"lazy\" sizes=\"(max-width: 975px) 100vw, 975px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122.png 975w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-300x164.png 300w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-768x421.png 768w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-200x110.png 200w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-162x88.png 162w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-728x400.png 728w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-400x219.png 400w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-116x64.png 116w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-100x55.png 100w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-91x50.png 91w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-78x43.png 78w\" width=\"975\"/></p><noscript><img decoding=\"async\" height=\"534\" loading=\"lazy\" sizes=\"(max-width: 975px) 100vw, 975px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122.png 975w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-300x164.png 300w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-768x421.png 768w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-200x110.png 200w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-162x88.png 162w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-728x400.png 728w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-400x219.png 400w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-116x64.png 116w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-100x55.png 100w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-91x50.png 91w, https://investorplace.com/wp-content/uploads/2022/09/global-ev-unit-sales-092122-78x43.png 78w\" width=\"975\"/></noscript><span>Said differently, Tesla’s struggles are someone else’s great fortune. </span>\n<p><span>So, who is winning this space right now? We have three EV stocks to buy right now to dethrone Tesla as the king of the industry. </span></p>\n<p><span>Interestingly, each of these EV stocks is like Tesla. But each is better at a certain wide-appeal characteristic that could allow it to beat the titan. </span></p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>Top EV Stocks: LCID</h2>\n<p><span>The first EV stock we like as a potential “Tesla killer” is </span><b>Lucid</b><span> (</span><b><span><strong><u>LCID</u></strong></span></b><span>). </span></p>\n<p><span>For all intents and purposes, Lucid is Tesla – just better. </span></p>\n<p><span>Tesla built its seemingly untouchable empire on top of three critical competitive advantages: </span><b>talent</b><span>, </span><b>technology</b><span>, and </span><b>brand</b><span>. Now Lucid is beating Tesla at all three. </span></p>\n<p><span>First, Tesla has actually lost a bunch of talent over the past few years – and most of it (the very talent that built the company) is now at Lucid. </span></p>\n<p><span>Of course, it all starts with Lucid’s CEO, Peter Rawlinson, the former chief engineer of the Tesla Model S. Yes. This is the guy who was the engineering brain behind Tesla’s flagship car – the one that started it all.</span></p>\n<p><span>Supporting him is an impressive team of former Tesla, Audi, </span><b>Apple </b><span>(</span><b><span><strong><u>AAPL</u></strong></span></b><span>), </span><b>Samsung </b><span>(</span><b><span><strong><u>SSNLF</u></strong></span></b><span>), </span><b>Ford </b><span>(</span><b><span><strong><u>F</u></strong></span></b><span>), </span><b>Intel </b><span>(</span><b><span><strong><u>INTC</u></strong></span></b><span>), and </span><b>GM </b><span>(</span><b><span><strong><u>GM</u></strong></span></b><span>) execs. We’re talking folks who helped start Tesla and turn it into what it is today, as well as some very influential people behind some of Apple’s hero products, like the iPhone. </span></p>\n<p><span>This is the most impressive confluence of talent in the EV industry outside of Tesla. </span><i><span>And it’s not even close</span></i><span>. Lucid Motors’ management team stacks up equally to the titan. And considering the current trend of Tesla losing talent and Lucid Motors gaining it, the latter will have much more talent than Tesla by 2025.</span></p>\n<p><span>And indeed, with this remarkable engineering and design team behind it, Lucid has developed, tested, and fine-tuned some of the industry’s most impressive technology.</span></p>\n<p><span>To answer your question, </span><i><span>yes</span></i><span>, this technology </span><b><i>beats</i></b><span> Tesla’s EV tech on every key performance indicator.</span></p>\n<p><span>We’re talking longer driving ranges, more horsepower, denser motors, faster acceleration, tighter control – the works.</span></p>\n<p><span>Up until last year, those specs were all talk, no walk. But now these super-high-performance Lucid cars are out in the real world, and they’re living up to the hype. In fact, the Lucid Air was named the 2022 MotorTrend Car of the Year.</span></p>\n<div><img height=\"900\" loading=\"lazy\" src=\"https://investorplace.com/wp-content/uploads/2022/05/lcid_lucid1600.png\" width=\"1600\"/><div>Source: Around the World Photos / Shutterstock.com</div></div>\n<p><span>Sure, these cars also cost an arm and a leg. They start at around $90,000. But that brings us to the last point: </span><b>branding</b><span>. </span></p>\n<p><span>By making and selling $40,000 Model 3s (which look a lot like Model Ss) to college kids, Tesla has eroded its brand equity. </span><b>Meanwhile,</b> <b>Lucid is coming to market with a premium brand equity that’s strengthened by its exclusivity</b>.</p>\n<p><span>It can get away with selling $90,000-plus cars because it has the brand and tech to match that price point. </span></p>\n<p>Not to mention the company’s relationship with Saudi Arabia. Last year, the country said it would buy between 50,000 and 100,000 Lucid vehicles over the next decade. That government’s Public Investment Fund already owns more than 60% of the company. And rumors have been swirling that it will look to acquire it fully over the coming years. With that kind of near-fool-proof backing, Lucid will continue to gain market share and eclipse others in the space.</p>\n<p><span>Overall, then, we view Lucid as Tesla – just better. </span><b>And that’s why LCID stock is one of our top EV stocks to buy at the current moment</b>.</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>RIVN: TSLA, but Bigger</h2>\n<p><span>Next up, we have </span><b>Rivian</b><span> (</span><b><span><strong><u>RIVN</u></strong></span></b><span>). It’s another company that we feel is like Tesla, but it’s making bigger cars.</span></p>\n<p><img decoding=\"async\" height=\"293\" loading=\"lazy\" sizes=\"(max-width: 468px) 100vw, 468px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t.png 468w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-300x188.png 300w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-200x125.png 200w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-400x250.png 400w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-116x73.png 116w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-100x63.png 100w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-80x50.png 80w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-78x49.png 78w\" width=\"468\"/><noscript><img decoding=\"async\" height=\"293\" loading=\"lazy\" sizes=\"(max-width: 468px) 100vw, 468px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t.png 468w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-300x188.png 300w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-200x125.png 200w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-400x250.png 400w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-116x73.png 116w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-100x63.png 100w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-80x50.png 80w, https://investorplace.com/wp-content/uploads/2022/07/rivian-r1t-78x49.png 78w\" width=\"468\"/></noscript></p>\n<p><span>Rivian is an EV startup that is designing, manufacturing, and selling high-end electric SUVs and pick-up trucks. The SUV is a 7-seater with lots of space. The truck is a spacious truck with lots of power. They are fundamentally unique EVs in the marketplace today. </span></p>\n<p><span>For five very specific reasons, we think Rivian could one day be one of the biggest EV makers in the world. </span></p>\n<p><span>First, </span><b>this is a leader in a strong demand niche of the burgeoning EV industry</b>. <span>We know that the trucking niche of the automotive market is very large with very durable and strong demand drivers. Presumably, as that portion of the auto market gets electrified, there will emerge an equally large electric truck market. Presently, there is no clear leader in that market. But Rivian has a promising early start with a fantastic first-to-market truck that has among the best specs in the industry. This electric trucking market will support multiple winners, and we’re confident Rivian will be one of them.</span></p>\n<p><span>Second, </span><b>the company has great brand equity, with strong technology and a fantastic first product</b>. <span>Rivian has established exceptional luxury branding and has developed leading EV battery and torque technology. These are two things that are very important for creating a great electric truck. Indeed, the R1T is probably the highest-performing electric pick-up truck in market today. And it should remain so for the foreseeable future.</span></p>\n<p><span>Third,</span><b> Rivian has strong early demand signals</b>. <span>Rivian has over 114,000 net preorders in the U.S. and Canada for the R1S and R1T, illustrating that consumers want these cars.</span></p>\n<p><span>Fourth,</span><b> Rivian has big support and partnerships</b>. <span>Rivian also has a very unique and promising partnership with Amazon wherein the latter will buy at least 100,000 electric delivery vehicles from Rivian. The extent of this partnership broadly implies that Amazon has basically picked Rivian as its “horse” in the EV race and, at scale, will convert its entire delivery fleet into Rivian cars. That represents a huge long-term opportunity. </span></p>\n<p><span>Fifth,</span><b> Rivian has a mammoth-sized balance sheet</b>. <span>The best thing about Rivian is that it has about $14 billion in cash on the balance sheet. And that grants the company an almost unfair advantage over peers. Rivian plans to use basically every penny of that cash balance over the next two to three years to develop market-leading tech, secure market-leading supply deals, and establish market-leading production capacity. When all is said and done, Rivian’s $14 billion should enable it to create an electric vehicle empire by 2025. </span></p>\n<p><span>Overall, then, Rivian has the necessary ingredients to dominate Tesla in the eSUV and electric pick-up truck market. </span><b>We really like RIVN stock for its long-term potential</b>.</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>TSLA-Beating EV Stocks: FSR</h2>\n<p><span>Finally, we have </span><b>Fisker</b><span> (</span><b><span><strong><u>FSR</u></strong></span></b><span>) – a company we view as a cheaper version of Tesla. </span></p>\n<p><span>Fisker is an EV startup that’s leveraging a platform-sharing business model. The company outsources all build components (except for design and software) to bring a high-performance electric vehicle to market at industry-low prices.</span></p>\n<p><span>We love that strategy. We live in a world of hot inflation, high gas prices, and high interest rates. Indeed, in that world, expensive electric vehicles don’t sell as well as cheap ones do. </span><b><i>And Fisker appears to be making the best cheap EV in the market</i></b><i>.</i></p>\n<p><span>That EV is Fisker’s Ocean SUV, which launched in November. It starts at $37,500, which is an absolutely unheard-of price for an eSUV model. It also features 250 to 350 miles of driving range, with a unique design, a new brand, and a great software package.</span></p>\n<p><img decoding=\"async\" height=\"416\" loading=\"lazy\" sizes=\"(max-width: 624px) 100vw, 624px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/fsr-092122.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/fsr-092122.jpg 624w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-300x200.jpg 300w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-200x133.jpg 200w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-400x267.jpg 400w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-116x77.jpg 116w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-100x67.jpg 100w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-188x125.jpg 188w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-75x50.jpg 75w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-78x52.jpg 78w\" width=\"624\"/><noscript><img decoding=\"async\" height=\"416\" loading=\"lazy\" sizes=\"(max-width: 624px) 100vw, 624px\" src=\"https://investorplace.com/wp-content/uploads/2022/09/fsr-092122.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2022/09/fsr-092122.jpg 624w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-300x200.jpg 300w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-200x133.jpg 200w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-400x267.jpg 400w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-116x77.jpg 116w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-100x67.jpg 100w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-188x125.jpg 188w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-75x50.jpg 75w, https://investorplace.com/wp-content/uploads/2022/09/fsr-092122-78x52.jpg 78w\" width=\"624\"/></noscript></p>\n<p><span>Economically speaking, the Ocean SUV gives consumers the most bang for their buck in the EV market. Unsurprisingly, reservations for this car already sit at an impressive 62,000 orders, and that number is growing quickly. That’s impressive momentum and easily puts Fisker on track to hit its ~42,000-unit delivery target for 2023. </span></p>\n<p><b>We fully expect the Fisker Ocean SUV to be one of the best-selling electric cars in 2023. </b></p>\n<p><span>More importantly, though, Fisker is about much more than just the Ocean SUV. </span></p>\n<p><span>The Ocean SUV projects to be such a “big hit” because of its ability to optimally blend quality with affordability. This is a byproduct of competitive advantages Fisker has created through its platform-sharing model. </span></p>\n<p><span>To that end, we don’t see Fisker as a one-hit-wonder with the Ocean SUV. We believe the company’s platform-sharing business model enables it to </span><b><i>repeatedly launch popular EVs at the intersection of quality and affordability</i></b><span>.</span></p>\n<p><span>Management is targeting ~225,000 deliveries of four different EV models by 2025, with an average sales price of over $50,000. We think that’s entirely doable. If so, Fisker will net revenues of about $11 billion by 2025. We believe Fisker can achieve similar operating margins as Tesla, about 20%, which would put net profits at just shy of $2 billion (assuming a 20% tax rate). </span></p>\n<p><span>A 20X multiple on that implies a potential future valuation here of $40 billion. The company is worth just $2.2 billion today. </span></p>\n<p><span>That’s tremendous upside. And the risks are offset by an $824 million cash pile on the balance sheet that should more than absorb all cash burn next year (projected at $750 million) and bridge the gap to profitability in late 2023. </span></p>\n<p><span>It’s clear to see why FSR stock is </span><b>one of our favorite EV stocks to buy right now</b>.</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>The Final Word on the Best EV Stocks</h2>\n<p><span>Tesla’s first-mover advantage in the big electric vehicle space is over.</span></p>\n<p><span>Once upon a time, the only “cool” high-performance EV you could buy was one of its cars. That’s no longer true today. You have the Lucid Air, the Rivian R1T and R1S, and the Fisker Ocean, just to name a few. </span></p>\n<p><span>That’s why Tesla’s global EV market share has eroded five points over the past two years. And that’s before Lucid, Rivian, and Fisker – its three biggest competitors – have hit mass production. </span></p>\n<p><span>Once they do so between 2023 and 2025, Tesla’s global EV market share will dwindle below 10%… And other EV stocks will have the opportunity to soar as they gobble up Tesla’s market share. </span></p>\n<p><span>Lucid, Rivian, and Fisker are three such EV stocks. </span></p>\n<p><span>But there will be others – smaller, lesser-known EV stocks that score even bigger returns than Lucid, Rivian, and Fisker.</span></p>\n<p><b>Learn more about those stocks to get ahead of the curve</b><span>.  </span></p>\n<p><em>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" 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fill=\"#00A000\"></path>\n</svg>\n<img src=\"https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif\"/>\n</div>\n<div>\n<label>\n<span></span>\n</label>\n<h3></h3>\n<div></div>\n<div>\n<form method=\"post\">\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2023/02/top-ev-stocks-to-dethrone-tesla-as-king-of-the-industry/.</p>\n<p>©2023 InvestorPlace Media, LLC</p>\n</div>\n</div></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\" 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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\">\nThe Best EV Stocks to Buy to Dethrone Tesla in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 01:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/02/top-ev-stocks-to-dethrone-tesla-as-king-of-the-industry/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, Tesla isn’t gaining ground – it’s ceding it to its competitors. TSLA’s market share has rapidly eroded in 2021 and 2022 to just 13.7%.\nIf Tesla is losing market share, that means someone else ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/02/top-ev-stocks-to-dethrone-tesla-as-king-of-the-industry/\">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","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/02/top-ev-stocks-to-dethrone-tesla-as-king-of-the-industry/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308539895","content_text":"Today, Tesla isn’t gaining ground – it’s ceding it to its competitors. TSLA’s market share has rapidly eroded in 2021 and 2022 to just 13.7%.\nIf Tesla is losing market share, that means someone else is gaining it. And they’re gaining market share in a rapidly growing pie.\nWe have the top three EV stocks to buy right now to dethrone Tesla as the king of the industry.\n\n\n\n\n\n \n\nSource: VadymG / Shutterstock\n\n\n\nEditor’s note: “The Best EV Stocks to Buy to Dethrone Tesla in 2023” was previously published in December 2022. It has since been updated to include the most relevant information available.\nOnce upon a time, Tesla (TSLA) was the “golden goose” in the electric vehicle industry. But that time has come and gone. And now, it is time to look for EV stocks to buy to steal Tesla’s crown in the EV Race. \nWell, the stock is now down almost 35% over the past year. \n\nShareholders are looking for someone to blame, and CEO Elon Musk has been in their crosshairs. \nBut that’s not why Tesla stock has crashed. \nSure, Elon’s antics over at Twitter aren’t helping things. But Tesla stock was crashing well before Elon ever took over the social media company. It made things worse – but it didn’t start the crash. \nInstead, what sparked Tesla’s demise is something much more fundamental: market share erosion. \nIn the early 2010s, Tesla burst onto the scene as the first major pure EV maker. By the middle of the decade, the company commanded about 10% of the global EV market. Then, it had its big break in 2019 and 2020, when Tesla managed to successfully ramp production of its affordable Model 3 EV. During those two years, Tesla nearly doubled its global EV market share to over 18%. \nBut Tesla hasn’t had a major “hit” or new launch since then. And at the same time, new EV competition has entered the fold. \nThe result? Tesla’s market share has rapidly eroded in 2021 and ‘22. As of June 2022 – the latest data available, per BloombergNEF – Tesla’s global EV market share stood at just 13.7%, down almost five full percentage points from its peak.  \nThat’s bad news for Tesla. But it’s good news for someone else. If Tesla is losing market share, that means someone else is gaining it. And they’re gaining market share in a rapidly growing pie. \nJust look at how much the EV market has grown since Tesla’s market share peaked in mid-2020. Global unit sales have risen nearly 300% since then, from 2.4 million cars in June 2020 to 9.3 million cars in June 2022.\nSaid differently, Tesla’s struggles are someone else’s great fortune. \nSo, who is winning this space right now? We have three EV stocks to buy right now to dethrone Tesla as the king of the industry. \nInterestingly, each of these EV stocks is like Tesla. But each is better at a certain wide-appeal characteristic that could allow it to beat the titan. \n\n\n\n\n\n\nTop EV Stocks: LCID\nThe first EV stock we like as a potential “Tesla killer” is Lucid (LCID). \nFor all intents and purposes, Lucid is Tesla – just better. \nTesla built its seemingly untouchable empire on top of three critical competitive advantages: talent, technology, and brand. Now Lucid is beating Tesla at all three. \nFirst, Tesla has actually lost a bunch of talent over the past few years – and most of it (the very talent that built the company) is now at Lucid. \nOf course, it all starts with Lucid’s CEO, Peter Rawlinson, the former chief engineer of the Tesla Model S. Yes. This is the guy who was the engineering brain behind Tesla’s flagship car – the one that started it all.\nSupporting him is an impressive team of former Tesla, Audi, Apple (AAPL), Samsung (SSNLF), Ford (F), Intel (INTC), and GM (GM) execs. We’re talking folks who helped start Tesla and turn it into what it is today, as well as some very influential people behind some of Apple’s hero products, like the iPhone. \nThis is the most impressive confluence of talent in the EV industry outside of Tesla. And it’s not even close. Lucid Motors’ management team stacks up equally to the titan. And considering the current trend of Tesla losing talent and Lucid Motors gaining it, the latter will have much more talent than Tesla by 2025.\nAnd indeed, with this remarkable engineering and design team behind it, Lucid has developed, tested, and fine-tuned some of the industry’s most impressive technology.\nTo answer your question, yes, this technology beats Tesla’s EV tech on every key performance indicator.\nWe’re talking longer driving ranges, more horsepower, denser motors, faster acceleration, tighter control – the works.\nUp until last year, those specs were all talk, no walk. But now these super-high-performance Lucid cars are out in the real world, and they’re living up to the hype. In fact, the Lucid Air was named the 2022 MotorTrend Car of the Year.\nSource: Around the World Photos / Shutterstock.com\nSure, these cars also cost an arm and a leg. They start at around $90,000. But that brings us to the last point: branding. \nBy making and selling $40,000 Model 3s (which look a lot like Model Ss) to college kids, Tesla has eroded its brand equity. Meanwhile, Lucid is coming to market with a premium brand equity that’s strengthened by its exclusivity.\nIt can get away with selling $90,000-plus cars because it has the brand and tech to match that price point. \nNot to mention the company’s relationship with Saudi Arabia. Last year, the country said it would buy between 50,000 and 100,000 Lucid vehicles over the next decade. That government’s Public Investment Fund already owns more than 60% of the company. And rumors have been swirling that it will look to acquire it fully over the coming years. With that kind of near-fool-proof backing, Lucid will continue to gain market share and eclipse others in the space.\nOverall, then, we view Lucid as Tesla – just better. And that’s why LCID stock is one of our top EV stocks to buy at the current moment.\n\n\n\n\n\n\nRIVN: TSLA, but Bigger\nNext up, we have Rivian (RIVN). It’s another company that we feel is like Tesla, but it’s making bigger cars.\n\nRivian is an EV startup that is designing, manufacturing, and selling high-end electric SUVs and pick-up trucks. The SUV is a 7-seater with lots of space. The truck is a spacious truck with lots of power. They are fundamentally unique EVs in the marketplace today. \nFor five very specific reasons, we think Rivian could one day be one of the biggest EV makers in the world. \nFirst, this is a leader in a strong demand niche of the burgeoning EV industry. We know that the trucking niche of the automotive market is very large with very durable and strong demand drivers. Presumably, as that portion of the auto market gets electrified, there will emerge an equally large electric truck market. Presently, there is no clear leader in that market. But Rivian has a promising early start with a fantastic first-to-market truck that has among the best specs in the industry. This electric trucking market will support multiple winners, and we’re confident Rivian will be one of them.\nSecond, the company has great brand equity, with strong technology and a fantastic first product. Rivian has established exceptional luxury branding and has developed leading EV battery and torque technology. These are two things that are very important for creating a great electric truck. Indeed, the R1T is probably the highest-performing electric pick-up truck in market today. And it should remain so for the foreseeable future.\nThird, Rivian has strong early demand signals. Rivian has over 114,000 net preorders in the U.S. and Canada for the R1S and R1T, illustrating that consumers want these cars.\nFourth, Rivian has big support and partnerships. Rivian also has a very unique and promising partnership with Amazon wherein the latter will buy at least 100,000 electric delivery vehicles from Rivian. The extent of this partnership broadly implies that Amazon has basically picked Rivian as its “horse” in the EV race and, at scale, will convert its entire delivery fleet into Rivian cars. That represents a huge long-term opportunity. \nFifth, Rivian has a mammoth-sized balance sheet. The best thing about Rivian is that it has about $14 billion in cash on the balance sheet. And that grants the company an almost unfair advantage over peers. Rivian plans to use basically every penny of that cash balance over the next two to three years to develop market-leading tech, secure market-leading supply deals, and establish market-leading production capacity. When all is said and done, Rivian’s $14 billion should enable it to create an electric vehicle empire by 2025. \nOverall, then, Rivian has the necessary ingredients to dominate Tesla in the eSUV and electric pick-up truck market. We really like RIVN stock for its long-term potential.\n\n\n\n\n\n\nTSLA-Beating EV Stocks: FSR\nFinally, we have Fisker (FSR) – a company we view as a cheaper version of Tesla. \nFisker is an EV startup that’s leveraging a platform-sharing business model. The company outsources all build components (except for design and software) to bring a high-performance electric vehicle to market at industry-low prices.\nWe love that strategy. We live in a world of hot inflation, high gas prices, and high interest rates. Indeed, in that world, expensive electric vehicles don’t sell as well as cheap ones do. And Fisker appears to be making the best cheap EV in the market.\nThat EV is Fisker’s Ocean SUV, which launched in November. It starts at $37,500, which is an absolutely unheard-of price for an eSUV model. It also features 250 to 350 miles of driving range, with a unique design, a new brand, and a great software package.\n\nEconomically speaking, the Ocean SUV gives consumers the most bang for their buck in the EV market. Unsurprisingly, reservations for this car already sit at an impressive 62,000 orders, and that number is growing quickly. That’s impressive momentum and easily puts Fisker on track to hit its ~42,000-unit delivery target for 2023. \nWe fully expect the Fisker Ocean SUV to be one of the best-selling electric cars in 2023. \nMore importantly, though, Fisker is about much more than just the Ocean SUV. \nThe Ocean SUV projects to be such a “big hit” because of its ability to optimally blend quality with affordability. This is a byproduct of competitive advantages Fisker has created through its platform-sharing model. \nTo that end, we don’t see Fisker as a one-hit-wonder with the Ocean SUV. We believe the company’s platform-sharing business model enables it to repeatedly launch popular EVs at the intersection of quality and affordability.\nManagement is targeting ~225,000 deliveries of four different EV models by 2025, with an average sales price of over $50,000. We think that’s entirely doable. If so, Fisker will net revenues of about $11 billion by 2025. We believe Fisker can achieve similar operating margins as Tesla, about 20%, which would put net profits at just shy of $2 billion (assuming a 20% tax rate). \nA 20X multiple on that implies a potential future valuation here of $40 billion. The company is worth just $2.2 billion today. \nThat’s tremendous upside. And the risks are offset by an $824 million cash pile on the balance sheet that should more than absorb all cash burn next year (projected at $750 million) and bridge the gap to profitability in late 2023. \nIt’s clear to see why FSR stock is one of our favorite EV stocks to buy right now.\n\n\n\n\n\n\nThe Final Word on the Best EV Stocks\nTesla’s first-mover advantage in the big electric vehicle space is over.\nOnce upon a time, the only “cool” high-performance EV you could buy was one of its cars. That’s no longer true today. You have the Lucid Air, the Rivian R1T and R1S, and the Fisker Ocean, just to name a few. \nThat’s why Tesla’s global EV market share has eroded five points over the past two years. And that’s before Lucid, Rivian, and Fisker – its three biggest competitors – have hit mass production. \nOnce they do so between 2023 and 2025, Tesla’s global EV market share will dwindle below 10%… And other EV stocks will have the opportunity to soar as they gobble up Tesla’s market share. \nLucid, Rivian, and Fisker are three such EV stocks. \nBut there will be others – smaller, lesser-known EV stocks that score even bigger returns than Lucid, Rivian, and Fisker.\nLearn more about those stocks to get ahead of the curve.  \nOn the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2023/02/top-ev-stocks-to-dethrone-tesla-as-king-of-the-industry/.\n©2023 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964492753,"gmtCreate":1670197517072,"gmtModify":1676538316690,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishaBullishBullishBullisha criticism of Tesla is genuine few models. Roadmap &nbsp;across segments revealed with cybertrucks and semi soon to begin production.&nbsp; This will mitigate if not add to bottom line&nbsp;in consumer market due to recession.&nbsp;&nbsp; As to recession impact, Tesla week steal market share from both ice and ev competition.&nbsp; But we'll see.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishaBullishBullishBullisha criticism of Tesla is genuine few models. Roadmap &nbsp;across segments revealed with cybertrucks and semi soon to begin production.&nbsp; This will mitigate if not add to bottom line&nbsp;in consumer market due to recession.&nbsp;&nbsp; As to recession impact, Tesla week steal market share from both ice and ev competition.&nbsp; But we'll see.&nbsp;","text":"$Tesla Motors(TSLA)$ BullishBullishaBullishBullishBullisha criticism of Tesla is genuine few models. Roadmap across segments revealed with cybertrucks and semi soon to begin production. This will mitigate if not add to bottom line in consumer market due to recession. As to recession impact, Tesla week steal market share from both ice and ev competition. But we'll see.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":15,"repostSize":1,"link":"https://ttm.financial/post/9964492753","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034655530,"gmtCreate":1647895000187,"gmtModify":1676534275583,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"It's not only Tesla that's raising prices.&nbsp; Supply constraints affect all car manufacturers which just to increased costs. For batteries cobalt and nickel prices are gone up.&nbsp;&nbsp;&nbsp;Orders for tesla have gone up even with price increases. Delivery times in us for dinner variations are not in 2023!Disguised prices for legacy auto in US - dealer markup. Legacy auto buyers have to pay high markups for their cars due to reduced production resulting from&nbsp;chip shortages.&nbsp;&nbsp;","listText":"It's not only Tesla that's raising prices.&nbsp; Supply constraints affect all car manufacturers which just to increased costs. For batteries cobalt and nickel prices are gone up.&nbsp;&nbsp;&nbsp;Orders for tesla have gone up even with price increases. Delivery times in us for dinner variations are not in 2023!Disguised prices for legacy auto in US - dealer markup. Legacy auto buyers have to pay high markups for their cars due to reduced production resulting from&nbsp;chip shortages.&nbsp;&nbsp;","text":"It's not only Tesla that's raising prices. Supply constraints affect all car manufacturers which just to increased costs. For batteries cobalt and nickel prices are gone up. Orders for tesla have gone up even with price increases. Delivery times in us for dinner variations are not in 2023!Disguised prices for legacy auto in US - dealer markup. Legacy auto buyers have to pay high markups for their cars due to reduced production resulting from chip shortages.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034655530","repostId":"1155281876","repostType":4,"repost":{"id":"1155281876","pubTimestamp":1647872540,"share":"https://ttm.financial/m/news/1155281876?lang=&edition=fundamental","pubTime":"2022-03-21 22:22","market":"us","language":"en","title":"Tesla’s Affordability Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1155281876","media":"InvestorPlace","summary":"Tesla raised the base price of its cars againRivals have failed to deliver in the mid-marketWhat Chi","content":"<html><head></head><body><ul><li>Tesla raised the base price of its cars again</li><li>Rivals have failed to deliver in the mid-market</li><li>What China tells the U.S. about the future of electric vehicles</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock is down 17% in 2022. Investors are no longer paying as big a premium for growth.</p><p>Even at its March 18 opening price of $865/share, Tesla has a $900 billion market capitalization. This means investors are paying 177 times earnings and over 16 times revenue for it. Tesla is now worth over seven times more than <b>General Motors</b>(NYSE:<b><u>GM</u></b>) and <b>Ford Motor</b>(NYSE:<b><u>F</u></b>) combined, even though the Detroit twins each have over twice its sales.</p><p>Investors have ignored calls to buy stock in Ford because Tesla has succeeded in scaling electric car production on three continents. Also, buyers love its cars.</p><p>The problem is that Tesla may be reaching a growth ceiling because it has yet to solve the affordability problem.</p><p>Electrics Are (Still) Luxury Cars</p><p>Tesla recently raised its prices again. Its cheapest car now costs over $46,000. Its top of the line model now sells for nearly $140,000.</p><p>This is not yet a huge problem for the company. Most Teslasstill have a wait list. This is also true for other luxury electrics like the <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) Air and the <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) R1T pickup.</p><p>Most new cars today are luxury vehicles. Thanks to chip shortages, the median new car now costs nearly $47,000.That’s why buyers are flocking to used cars, despite their high prices.</p><p>I understand the frustration. My beloved<b>Toyota</b>(NYSE:<b><u>TM</u></b>) Scion was recently totaled in a low-speed accident. I would love a replacement, but I’m in my car less than an hour each day. The cheapest new electrics in the U.S. market now cost nearly $30,000.</p><p>The Chinese Market Is Different</p><p>China is a mature electric car market. Over 13%of cars sold there last year were fully electric. In the U.S. it’s just4.5%.</p><p>Tesla is still big in China, although its share continues to fall. But the most popular electric there now is the Hongguang Mini, which costs just $4,500. In second place is the<b>BYD</b>(OTCMKTS:<b><u>BYDDY</u></b>) Qin, which starts at under $20,000.A newcomer to the list is the Nezha V, which starts at under $12,000.<b>Nio</b>(NYSE:<b><u>NIO</u></b>), sometimes called the “Chinese Tesla,” is nowhere near the top 15.</p><p>As cars become mass market products, the big volumes and profits lie in lower-priced products. GM never sold as many Cadillacs as it did Chevys. Ford never sold as many Lincolns as Fords. The per-car profit is lower, but you make it up on volume.</p><p>Analysts keep believing in GM and Ford, despite their problems, because they’re aiming to supply the whole market,not just the luxury segment. Even analysts who recommend Tesla admit that the electric car stocks have had a horrible start to the year.  They continue to push Tesla stock because, as it scales, it’s becoming increasingly profitable. Tesla brought17%of its revenue to the net income line in the fourth quarter.</p><p>The Bottom Line on TSLA Stock</p><p>For now, I’m driving my kids’ cars, both used Toyota Corollas.</p><p>While I’d love an electric, if forced to buy a new car today I’d get a Toyota Prius hybrid. They start at just $25,000. They get twice the Scion’s mileage in city driving. And still have a gas engine for longer trips. The bodies aren’t made of plastic, which is why my old car was totaled at less than 10 mph. (As the old joke says, if you get into a head-on collision with a dog you lose.)</p><p>Much of the backlash against electrics, which includes vandalism, is about this affordability gap. It’s a class struggle. Middle class people are unable to afford a product they’re told they should want.</p><p>I share the frustration, but I think the answer lies in the market. It’s unclear whether Tesla will ever be able to seize the opportunity. TSLA stock will likely miss out if/when the U.S. market properly pivots towards mass market EVs.</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’s Affordability Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Affordability Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/tsla-stock-teslas-affordability-problem/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla raised the base price of its cars againRivals have failed to deliver in the mid-marketWhat China tells the U.S. about the future of electric vehiclesTesla(NASDAQ:TSLA) stock is down 17% in 2022....</p>\n\n<a href=\"https://investorplace.com/2022/03/tsla-stock-teslas-affordability-problem/\">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/2022/03/tsla-stock-teslas-affordability-problem/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155281876","content_text":"Tesla raised the base price of its cars againRivals have failed to deliver in the mid-marketWhat China tells the U.S. about the future of electric vehiclesTesla(NASDAQ:TSLA) stock is down 17% in 2022. Investors are no longer paying as big a premium for growth.Even at its March 18 opening price of $865/share, Tesla has a $900 billion market capitalization. This means investors are paying 177 times earnings and over 16 times revenue for it. Tesla is now worth over seven times more than General Motors(NYSE:GM) and Ford Motor(NYSE:F) combined, even though the Detroit twins each have over twice its sales.Investors have ignored calls to buy stock in Ford because Tesla has succeeded in scaling electric car production on three continents. Also, buyers love its cars.The problem is that Tesla may be reaching a growth ceiling because it has yet to solve the affordability problem.Electrics Are (Still) Luxury CarsTesla recently raised its prices again. Its cheapest car now costs over $46,000. Its top of the line model now sells for nearly $140,000.This is not yet a huge problem for the company. Most Teslasstill have a wait list. This is also true for other luxury electrics like the Lucid(NASDAQ:LCID) Air and the Rivian(NASDAQ:RIVN) R1T pickup.Most new cars today are luxury vehicles. Thanks to chip shortages, the median new car now costs nearly $47,000.That’s why buyers are flocking to used cars, despite their high prices.I understand the frustration. My belovedToyota(NYSE:TM) Scion was recently totaled in a low-speed accident. I would love a replacement, but I’m in my car less than an hour each day. The cheapest new electrics in the U.S. market now cost nearly $30,000.The Chinese Market Is DifferentChina is a mature electric car market. Over 13%of cars sold there last year were fully electric. In the U.S. it’s just4.5%.Tesla is still big in China, although its share continues to fall. But the most popular electric there now is the Hongguang Mini, which costs just $4,500. In second place is theBYD(OTCMKTS:BYDDY) Qin, which starts at under $20,000.A newcomer to the list is the Nezha V, which starts at under $12,000.Nio(NYSE:NIO), sometimes called the “Chinese Tesla,” is nowhere near the top 15.As cars become mass market products, the big volumes and profits lie in lower-priced products. GM never sold as many Cadillacs as it did Chevys. Ford never sold as many Lincolns as Fords. The per-car profit is lower, but you make it up on volume.Analysts keep believing in GM and Ford, despite their problems, because they’re aiming to supply the whole market,not just the luxury segment. Even analysts who recommend Tesla admit that the electric car stocks have had a horrible start to the year.  They continue to push Tesla stock because, as it scales, it’s becoming increasingly profitable. Tesla brought17%of its revenue to the net income line in the fourth quarter.The Bottom Line on TSLA StockFor now, I’m driving my kids’ cars, both used Toyota Corollas.While I’d love an electric, if forced to buy a new car today I’d get a Toyota Prius hybrid. They start at just $25,000. They get twice the Scion’s mileage in city driving. And still have a gas engine for longer trips. The bodies aren’t made of plastic, which is why my old car was totaled at less than 10 mph. (As the old joke says, if you get into a head-on collision with a dog you lose.)Much of the backlash against electrics, which includes vandalism, is about this affordability gap. It’s a class struggle. Middle class people are unable to afford a product they’re told they should want.I share the frustration, but I think the answer lies in the market. It’s unclear whether Tesla will ever be able to seize the opportunity. TSLA stock will likely miss out if/when the U.S. market properly pivots towards mass market EVs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000584","authorId":"9000000000000584","name":"FranklinMorley","avatar":"https://static.tigerbbs.com/41438e43bc06f3d850c94c7d80eb56cf","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000584","authorIdStr":"9000000000000584"},"content":"there is a lot more global issues going on again, Tesla is not worth 1 trillion (where most believe it should be), has significant competition coming to market, and sucks on the governments endless wallet. I'm expecting some more downside short term.","text":"there is a lot more global issues going on again, Tesla is not worth 1 trillion (where most believe it should be), has significant competition coming to market, and sucks on the governments endless wallet. I'm expecting some more downside short term.","html":"there is a lot more global issues going on again, Tesla is not worth 1 trillion (where most believe it should be), has significant competition coming to market, and sucks on the governments endless wallet. I'm expecting some more downside short term."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956308125,"gmtCreate":1673904039368,"gmtModify":1676538900167,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"It'll be worse for competitors regardless legacy or pure ev. Most have low&nbsp;margin and ant price cuts will be more devastating to their bottom line. Especially in high interest environment as they also have high debts.&nbsp; Not perfect for Tesla but early signs anyway show positive demand assist the price&nbsp;cuts.&nbsp;&nbsp; Not so straight forward.&nbsp;","listText":"It'll be worse for competitors regardless legacy or pure ev. Most have low&nbsp;margin and ant price cuts will be more devastating to their bottom line. Especially in high interest environment as they also have high debts.&nbsp; Not perfect for Tesla but early signs anyway show positive demand assist the price&nbsp;cuts.&nbsp;&nbsp; Not so straight forward.&nbsp;","text":"It'll be worse for competitors regardless legacy or pure ev. Most have low margin and ant price cuts will be more devastating to their bottom line. Especially in high interest environment as they also have high debts. Not perfect for Tesla but early signs anyway show positive demand assist the price cuts. Not so straight forward.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9956308125","repostId":"2303753886","repostType":2,"repost":{"id":"2303753886","pubTimestamp":1673942550,"share":"https://ttm.financial/m/news/2303753886?lang=&edition=fundamental","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week&#39;s price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla&#39;s backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn&#39;t explain away the price cuts in the EU.</li><li>I see little chance that Tesla&#39;s 2023 earnings exceed 2022&#39;s earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla&#39;s (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk&#39;s acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn&#39;t helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn&#39;t enough of a signal, this week&#39;s price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that&#39;s more likely to help the stock price in the near term, rather than maintain the brand&#39;s value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla&#39;s cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon&#39;s Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what&#39;s already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don&#39;t cut prices in the face of slack demand. In general, they don&#39;t cut prices at all!</p><p>Guggenheim&#39;s analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being &#34;cheap&#34; on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I&#39;ve heard is that Tesla&#39;s supply chain costs have dropped significantly, so they&#39;re better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won&#39;t be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going &#34;on the offense&#34; to capture further market share and put legacy auto out of business. It&#39;s an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y&#39;s while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it&#39;s &#34;cheap&#34; at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It&#39;s a Sign Elon Musk&#39;s Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Price Cuts Signal Major Demand Problems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264067142156376,"gmtCreate":1705517048634,"gmtModify":1705517054687,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$","images":[{"img":"https://community-static.tradeup.com/news/16592299dedc91051f918c4fb5e21113","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264067142156376","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098294998,"gmtCreate":1644132208555,"gmtModify":1676533893454,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"Tesla makes more&nbsp;money for each car. No&nbsp;worry&nbsp;about declining ice car&nbsp;revenue,&nbsp; high depreciation for ice factories while spending huge money to retrain workforce, r&amp;d on batteries, fsd and software, building&nbsp;new factories, supply chains etc.&nbsp; &nbsp;","listText":"Tesla makes more&nbsp;money for each car. No&nbsp;worry&nbsp;about declining ice car&nbsp;revenue,&nbsp; high depreciation for ice factories while spending huge money to retrain workforce, r&amp;d on batteries, fsd and software, building&nbsp;new factories, supply chains etc.&nbsp; &nbsp;","text":"Tesla makes more money for each car. No worry about declining ice car revenue, high depreciation for ice factories while spending huge money to retrain workforce, r&d on batteries, fsd and software, building new factories, supply chains etc.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098294998","repostId":"1167513065","repostType":4,"repost":{"id":"1167513065","pubTimestamp":1644109830,"share":"https://ttm.financial/m/news/1167513065?lang=&edition=fundamental","pubTime":"2022-02-06 09:10","market":"us","language":"en","title":"How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1167513065","media":"Barrons","summary":"Teslacould be bigger than bothGeneral MotorsandFord Motorcombined, by sales, in justfive years— if everything plays out the way Morgan Stanley analystAdam Jonasis thinking.It’s a provocative idea for ","content":"<html><head></head><body><p>Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.</p><p>It’s a provocative idea for investors to ponder — and a bit of a shocking one.</p><p>Two century-old auto makers with hundreds of billions in sales eclipsed by a start-up founded less than 20 years ago doesn’t seem plausible. It really shouldn’t be. The market has already declared a victory in the electric vehicle transition. Still, the math behind that kind of market share shift and growth is something to behold.</p><p>“Most auto investors we speak with still struggle with the idea that Tesla could ever be bigger than either GM or Ford,” wrote Jonas in a report published Thursday.</p><p>But Jonas doesn’t find the idea hard to grasp, at all. In fact, he believes Tesla sales will be larger that GM plus Ford by 2027.</p><p>There is one catch with his thought experiment. Tesla will be bigger than both on a “run-rate” basis — essentially annualizing whatever data is most recent. Tesla, for instance, sold roughly 309,000 cars in the fourth quarter of 2021. Using Jonas’ math, the EV pioneer is producing cars at a run-rate of roughly 1.24 million units.</p><p>Tesla’s fourth-quarter sales came in at roughly $25 billion, putting its run-rate sales at $100 billion or so. GM’s amounted to $33.5 billion, or an annual run rate of about $134 billion. And Ford’s came in at $37.7 billion,or an annual run rate of about $151 billion.</p><p>For January, Jonas calculates Tesla had 4% of the dollar value of U.S. sales and he estimates the company’s share of unit sales was about 3.5%. Tesla’s vehicles are more expensive than the average vehicle.</p><p>By the end of 2026, Jonas figures Tesla will have 10% unit share of the U.S. market. His estimates for GM and Ford unit share are roughly 14% and 11%, respectively. Tesla will still have higher average selling prices by then.</p><p>Put it all together and Jonas projects run rate sales for Tesla at the end of 2026 at about $300 billion. GM and Ford should still be stuck around $150 billion each.</p><p>For Jonas’ clients, he’d better be right. Tesla is already priced like it’s going to win market share. Its sales might still trail GM and Ford, the Tesla dwarfs every other auto maker on one key metric: market capitalization.</p><p>Tesla’s market cap is roughly $900 billion, which is roughly six times the combined market value of GM and Ford.</p><p>With a disparity like that, Tesla will need to keep growing in 2027 and beyond. Jonas definitely sees that happening. He has Tesla “share of wallet,” which is essentially unit share times average pricing, to 23% of the U.S. market by the end of the decade.</p><p>On Friday, Tesla stock rose 3.6% closing at $923.32. The S&amp;P 500 rose 0.5%. The Dow Jones Industrial Average fell 0.1%.</p><p>Right now, Wall Street is seriously wondering what Jonas could be thinking. If he is right, his clients won’t only be happy. They’ll be having the last laugh.</p></body></html>","source":"lsy1601382232898","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>How Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years</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\">\nHow Tesla Could Be Bigger Than Ford and GM—Combined—in Just 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bigger-than-ford-gm-5-years-51643992236><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.It’s a provocative ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bigger-than-ford-gm-5-years-51643992236\">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-bigger-than-ford-gm-5-years-51643992236","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167513065","content_text":"Tesla could be bigger than both General Motors and Ford Motor combined, by sales, in justfive years— if everything plays out the way Morgan Stanley analyst Adam Jonas is thinking.It’s a provocative idea for investors to ponder — and a bit of a shocking one.Two century-old auto makers with hundreds of billions in sales eclipsed by a start-up founded less than 20 years ago doesn’t seem plausible. It really shouldn’t be. The market has already declared a victory in the electric vehicle transition. Still, the math behind that kind of market share shift and growth is something to behold.“Most auto investors we speak with still struggle with the idea that Tesla could ever be bigger than either GM or Ford,” wrote Jonas in a report published Thursday.But Jonas doesn’t find the idea hard to grasp, at all. In fact, he believes Tesla sales will be larger that GM plus Ford by 2027.There is one catch with his thought experiment. Tesla will be bigger than both on a “run-rate” basis — essentially annualizing whatever data is most recent. Tesla, for instance, sold roughly 309,000 cars in the fourth quarter of 2021. Using Jonas’ math, the EV pioneer is producing cars at a run-rate of roughly 1.24 million units.Tesla’s fourth-quarter sales came in at roughly $25 billion, putting its run-rate sales at $100 billion or so. GM’s amounted to $33.5 billion, or an annual run rate of about $134 billion. And Ford’s came in at $37.7 billion,or an annual run rate of about $151 billion.For January, Jonas calculates Tesla had 4% of the dollar value of U.S. sales and he estimates the company’s share of unit sales was about 3.5%. Tesla’s vehicles are more expensive than the average vehicle.By the end of 2026, Jonas figures Tesla will have 10% unit share of the U.S. market. His estimates for GM and Ford unit share are roughly 14% and 11%, respectively. Tesla will still have higher average selling prices by then.Put it all together and Jonas projects run rate sales for Tesla at the end of 2026 at about $300 billion. GM and Ford should still be stuck around $150 billion each.For Jonas’ clients, he’d better be right. Tesla is already priced like it’s going to win market share. Its sales might still trail GM and Ford, the Tesla dwarfs every other auto maker on one key metric: market capitalization.Tesla’s market cap is roughly $900 billion, which is roughly six times the combined market value of GM and Ford.With a disparity like that, Tesla will need to keep growing in 2027 and beyond. Jonas definitely sees that happening. He has Tesla “share of wallet,” which is essentially unit share times average pricing, to 23% of the U.S. market by the end of the decade.On Friday, Tesla stock rose 3.6% closing at $923.32. The S&P 500 rose 0.5%. The Dow Jones Industrial Average fell 0.1%.Right now, Wall Street is seriously wondering what Jonas could be thinking. If he is right, his clients won’t only be happy. They’ll be having the last laugh.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000671","authorId":"9000000000000671","name":"BorisBack","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000671","authorIdStr":"9000000000000671"},"content":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect. All these technologies will merge together and make them an unbeatable force.","text":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect. All these technologies will merge together and make them an unbeatable force.","html":"Tesla is more than just a car company. Solar, space, battery maker, A.I. software development, crypto holder, Insurance provider, ect. All these technologies will merge together and make them an unbeatable force."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034097626,"gmtCreate":1647730982238,"gmtModify":1676534260365,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Berlin is good to go.BREAKING: Yesterday was a huge day for Tesla Giga Berlin. Tesla officially received their operating permit. This now officially enables them to start production &amp; to deliver cars to customers! 🥳The more than 200 things Tesla needed to show officials are now complete - Source https://t.co/36KGzbNTwZ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Berlin is good to go.BREAKING: Yesterday was a huge day for Tesla Giga Berlin. Tesla officially received their operating permit. This now officially enables them to start production &amp; to deliver cars to customers! 🥳The more than 200 things Tesla needed to show officials are now complete - Source https://t.co/36KGzbNTwZ","text":"$Tesla Motors(TSLA)$Berlin is good to go.BREAKING: Yesterday was a huge day for Tesla Giga Berlin. Tesla officially received their operating permit. This now officially enables them to start production & to deliver cars to customers! 🥳The more than 200 things Tesla needed to show officials are now complete - Source https://t.co/36KGzbNTwZ","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034097626","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102526065628400","authorId":"4102526065628400","name":"Panda King","avatar":"https://static.itradeup.com/news/7df763e6d8e0046f61fa76fad1d5a9c9","crmLevel":8,"crmLevelSwitch":0,"idStr":"4102526065628400","authorIdStr":"4102526065628400"},"content":"more to export to Asia now that deliveries are direct from Berlin for europe","text":"more to export to Asia now that deliveries are direct from Berlin for europe","html":"more to export to Asia now that deliveries are direct from Berlin for europe"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832970382,"gmtCreate":1629582332046,"gmtModify":1676530071847,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>2 big risks are Tesla accidents and competition.So far&nbsp;they're mostly due to driver issues rather than fsd. Hope this investigation put&nbsp;safety concerns&nbsp;behind. They r safer&nbsp;than other fsd&nbsp;Competition is good. &nbsp;TSLA will innovate more. TAM is too big for TSLA alone. What matters is high profile for each car manufactured.&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>2 big risks are Tesla accidents and competition.So far&nbsp;they're mostly due to driver issues rather than fsd. Hope this investigation put&nbsp;safety concerns&nbsp;behind. They r safer&nbsp;than other fsd&nbsp;Competition is good. &nbsp;TSLA will innovate more. TAM is too big for TSLA alone. What matters is high profile for each car manufactured.&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$2 big risks are Tesla accidents and competition.So far they're mostly due to driver issues rather than fsd. Hope this investigation put safety concerns behind. They r safer than other fsd Competition is good. TSLA will innovate more. TAM is too big for TSLA alone. What matters is high profile for each car manufactured.","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/832970382","isVote":1,"tweetType":1,"viewCount":9678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989023181,"gmtCreate":1665873729543,"gmtModify":1676537672864,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullish sofi is quietly building fountain for strong future growth","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullish sofi is quietly building fountain for strong future growth","text":"$SoFi Technologies Inc.(SOFI)$BullishBullishBullishBullish sofi is quietly building fountain for strong future growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9989023181","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364420594806968,"gmtCreate":1729980205992,"gmtModify":1729980210915,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"NVDA, Google, Microsoft&nbsp; - AI is still on the up curve. globally companies must take ai on board or potentially face extinction.&nbsp;&nbsp; palantir is the upstart that's do well.","listText":"NVDA, Google, Microsoft&nbsp; - AI is still on the up curve. globally companies must take ai on board or potentially face extinction.&nbsp;&nbsp; palantir is the upstart that's do well.","text":"NVDA, Google, Microsoft - AI is still on the up curve. globally companies must take ai on board or potentially face extinction. palantir is the upstart that's do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/364420594806968","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034436374,"gmtCreate":1647939025580,"gmtModify":1676534282483,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> competition is coming&nbsp; &nbsp;this has been repeated&nbsp;for years. We need to rethink what competition is. It's not about selling&nbsp;&nbsp;the most Bev cars but a war to sell the most cases period.&nbsp;&nbsp;Other ev can still&nbsp;thrive as Tesla can't make enough cars for the market.&nbsp;&nbsp;https://www.teslarati.com/tesla-competition-myths-debunked/","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> competition is coming&nbsp; &nbsp;this has been repeated&nbsp;for years. We need to rethink what competition is. It's not about selling&nbsp;&nbsp;the most Bev cars but a war to sell the most cases period.&nbsp;&nbsp;Other ev can still&nbsp;thrive as Tesla can't make enough cars for the market.&nbsp;&nbsp;https://www.teslarati.com/tesla-competition-myths-debunked/","text":"$Tesla Motors(TSLA)$ competition is coming this has been repeated for years. We need to rethink what competition is. It's not about selling the most Bev cars but a war to sell the most cases period. Other ev can still thrive as Tesla can't make enough cars for the market. https://www.teslarati.com/tesla-competition-myths-debunked/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034436374","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000174","authorIdStr":"9000000000000174"},"content":"Do you think Tesla is still worth buying?","text":"Do you think Tesla is still worth buying?","html":"Do you think Tesla is still worth buying?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037040806,"gmtCreate":1647995940738,"gmtModify":1676534290361,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"Absolutely there's macros risks still in&nbsp;play.&nbsp; Which stock is immune?&nbsp;Price went&nbsp;up due to&nbsp;opening of giga Berlin. Texas is following in April. TSLA is growing at 70-80% year and possibly more in near future. Long term TSLA is going for 20 million capacity in 10 years.&nbsp; Do the maths.&nbsp;Not talking about fsd, insurance, ai bot, robotaxi.&nbsp;&nbsp;Tsla is volatile and that's unlikely to change.&nbsp;&nbsp;","listText":"Absolutely there's macros risks still in&nbsp;play.&nbsp; Which stock is immune?&nbsp;Price went&nbsp;up due to&nbsp;opening of giga Berlin. Texas is following in April. TSLA is growing at 70-80% year and possibly more in near future. Long term TSLA is going for 20 million capacity in 10 years.&nbsp; Do the maths.&nbsp;Not talking about fsd, insurance, ai bot, robotaxi.&nbsp;&nbsp;Tsla is volatile and that's unlikely to change.&nbsp;&nbsp;","text":"Absolutely there's macros risks still in play. Which stock is immune? Price went up due to opening of giga Berlin. Texas is following in April. TSLA is growing at 70-80% year and possibly more in near future. Long term TSLA is going for 20 million capacity in 10 years. Do the maths. Not talking about fsd, insurance, ai bot, robotaxi. Tsla is volatile and that's unlikely to change.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037040806","repostId":"2221995490","repostType":4,"repost":{"id":"2221995490","pubTimestamp":1647992670,"share":"https://ttm.financial/m/news/2221995490?lang=&edition=fundamental","pubTime":"2022-03-23 07:44","market":"us","language":"en","title":"Tesla in Right Place at Right Time as Stock Investors Look Past Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2221995490","media":"Bloomberg","summary":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla","content":"<html><head></head><body><p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.</p><p>Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&amp;P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.</p><p>The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.</p><p>“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”</p><p>To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.</p><p>Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&amp;P has gained 6.8% in the same period.</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 in Right Place at Right Time as Stock Investors Look Past Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla in Right Place at Right Time as Stock Investors Look Past Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4211":"区域性银行","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","ISBC":"投资者银行","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4099":"汽车制造商","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221995490","content_text":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and Booking Holdings Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&P has gained 6.8% in the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"content":"2 gigafactories coming online with capacity of 500k each. space to build additional gigafactories. expansion of Fremont and Shanghai. brand new gigafactory to be announced.","text":"2 gigafactories coming online with capacity of 500k each. space to build additional gigafactories. expansion of Fremont and Shanghai. brand new gigafactory to be announced.","html":"2 gigafactories coming online with capacity of 500k each. space to build additional gigafactories. expansion of Fremont and Shanghai. brand new gigafactory to be announced."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035981989,"gmtCreate":1647484926946,"gmtModify":1676534236417,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09866\">$NIO Inc.(09866)$</a>what's the number of shares per lot?","listText":"<a href=\"https://ttm.financial/S/09866\">$NIO Inc.(09866)$</a>what's the number of shares per lot?","text":"$NIO Inc.(09866)$what's the number of shares per lot?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035981989","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568450034665071","authorId":"3568450034665071","name":"xholox","avatar":"https://static.tigerbbs.com/ac5e5ba0482ad32dbc5ce45c42e8e47c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568450034665071","authorIdStr":"3568450034665071"},"content":"i heard is 10 per lot but not so sure","text":"i heard is 10 per lot but not so sure","html":"i heard is 10 per lot but not so sure"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369297540342080,"gmtCreate":1731202080391,"gmtModify":1731202084757,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> nvda is a behemoth in ai space.&nbsp; Anyone wanting to get into ai in a big way needs NVDA.&nbsp; The ai had just been.&nbsp; Barring black swan event,&nbsp; revenue will continue to grow.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> nvda is a behemoth in ai space.&nbsp; Anyone wanting to get into ai in a big way needs NVDA.&nbsp; The ai had just been.&nbsp; Barring black swan event,&nbsp; revenue will continue to grow.&nbsp;","text":"$NVIDIA Corp(NVDA)$ nvda is a behemoth in ai space. Anyone wanting to get into ai in a big way needs NVDA. The ai had just been. Barring black swan event, revenue will continue to grow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369297540342080","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034004683,"gmtCreate":1647726286944,"gmtModify":1676534260117,"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"themes":[],"htmlText":"Still way overpriced. CEO has history of bold claims which aren't met. Polestar is much better with 29k actual cars in 2021 with much higher revenue and much lower market cap. They'll continue to burn cash for another few years. It's wait and see if price becomes reasonable.","listText":"Still way overpriced. CEO has history of bold claims which aren't met. Polestar is much better with 29k actual cars in 2021 with much higher revenue and much lower market cap. They'll continue to burn cash for another few years. It's wait and see if price becomes reasonable.","text":"Still way overpriced. CEO has history of bold claims which aren't met. Polestar is much better with 29k actual cars in 2021 with much higher revenue and much lower market cap. They'll continue to burn cash for another few years. It's wait and see if price becomes reasonable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034004683","repostId":"1123762152","repostType":4,"repost":{"id":"1123762152","pubTimestamp":1647654380,"share":"https://ttm.financial/m/news/1123762152?lang=&edition=fundamental","pubTime":"2022-03-19 09:46","market":"us","language":"en","title":"Why Lucid Stock Is a ‘Wait-and-See’ Investment Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123762152","media":"InvestorPlace","summary":"Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is d","content":"<html><head></head><body><p>Lucid could be a good investment decision down the road</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22b1398e9c83df53349b7237411c102\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: T. Schneider / Shutterstock</span></p><ul><li>Lucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the process.</li><li>Its recent fourth-quarter earnings release lowered the company’s electric vehicle (EV) production target dramatically for 2022 from manufacturing issues.</li><li>Investors should be careful here and take a wait-and-see attitude, especially as LCID stock still has a very high valuation.</li></ul><p><b>LucidGroup</b>(NASDAQ:<b><u>LCID</u></b>) has fallen dramatically since peaking at $57.75 on Nov. 17. Now, though, LCID stock is down more than 50% from those levels and trades near $25.50 per share.</p><p>In short, investors are worried about the upstart luxury EV manufacturer and its production ramp during 2022. The bottom line is that its market value has taken a huge hit. And it could keep on falling if Lucid can’t get things back on track.</p><table><tbody><tr><td>LCID</td><td>Lucid Motors</td><td>$25.52</td></tr></tbody></table><p><b>Lucid’s Difficult Outlook</b></p><p>On Feb. 28, Lucid reported that it delivered just 125 EVs in Q4 and 300 deliveries to date, and produced revenue of $26.4 million. That said, in September, the company indicated it was on track to make 577 luxury EVs for the year. Additionally,<i>Barron’s</i> wrote that Wall Street analysts were expecting 250 cars to be made in Q4. Thus, the results being well below forecasts was a major letdown.</p><p>Moreover, the company’s revised outlook for 2022 disappointed investors. Lucid said that its outlook for 2022 production is for a range of 12,000 to 14,000 vehicles. That is significantly lower than its original estimate in July 2021 of 20,000 EVs produced during 2022.</p><p>That is a slashing of 30% to 40% from its original expectations presented to investors prior to the initial public offering (IPO) in late July 2021. The company said that its lower expectations were due to “extraordinary supply chain and logistics challenges.”</p><p>Furthermore,<i>CNBC</i> reported that this has to do with the commodities that go into its trim, including glass quality; Not the semiconductor chip shortage. Peter Rawlinson, CEO of Lucid Motors, told<i>CNBC</i>it wants to make sure that its EVs have the absolute highest quality.</p><p>Analysts have not given the stock much leeway as a result. The average price target for five analysts prior to the results was more than $40 per share. Now, it has dropped to $34.75, and it looks to be still falling.</p><p>Additionally, these analysts now project just $1.31 billion in revenue for 2022. And given its market cap of nearly $42 billion, LCID stock trades for a very high price-sales (P/S) multiple of more than 31 times.</p><p><b>Where This Leaves Investors In LCID Stock</b></p><p>Overall, LCID stock’s high valuation metrics could be vulnerable to another leg down if Q1 results disappoint investors as they did in Q4. For example, analysts forecast just $53.4 million in Q1 revenue, implying that the bulk of the $1.31 billion in sales for 2022 will occur in the second half. If sales come in lower than this, there could be a huge levered effect on expectations for Q2.</p><p>With this in mind, a host of additional headwinds could be buffeting its production efficiency and EV consumer demand. For example, inflation pressures could force the company to raise prices as <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) has been doing recently.</p><p>In addition, concerns about economic growth in the second half due to increasing Federal Reserve interest rate hikes could lead to a lower number of reservations and customer orders. And lastly, the jury is still out on whether the company can profitably scale up a large EV manufacturing operation.</p><p><b>Bottom Line on LCID Stock</b></p><p>As a result, investors might want to take a “wait-and-see” attitude about the valuation of LCID stock. The best approach is probably to purchase more shares on days when the stock hits new lows. This will allow existing investors to average down their costs.</p><p>The risk here is that at 31 times 2022 sales, it could still be significantly too high. There could be another huge disappointment waiting in the wings. And with no margin of safety here in the valuation, most value investors will likely stay away from LCID stock.</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>Why Lucid Stock Is a ‘Wait-and-See’ Investment Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Lucid Stock Is a ‘Wait-and-See’ Investment Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the ...</p>\n\n<a href=\"https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123762152","content_text":"Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the process.Its recent fourth-quarter earnings release lowered the company’s electric vehicle (EV) production target dramatically for 2022 from manufacturing issues.Investors should be careful here and take a wait-and-see attitude, especially as LCID stock still has a very high valuation.LucidGroup(NASDAQ:LCID) has fallen dramatically since peaking at $57.75 on Nov. 17. Now, though, LCID stock is down more than 50% from those levels and trades near $25.50 per share.In short, investors are worried about the upstart luxury EV manufacturer and its production ramp during 2022. The bottom line is that its market value has taken a huge hit. And it could keep on falling if Lucid can’t get things back on track.LCIDLucid Motors$25.52Lucid’s Difficult OutlookOn Feb. 28, Lucid reported that it delivered just 125 EVs in Q4 and 300 deliveries to date, and produced revenue of $26.4 million. That said, in September, the company indicated it was on track to make 577 luxury EVs for the year. Additionally,Barron’s wrote that Wall Street analysts were expecting 250 cars to be made in Q4. Thus, the results being well below forecasts was a major letdown.Moreover, the company’s revised outlook for 2022 disappointed investors. Lucid said that its outlook for 2022 production is for a range of 12,000 to 14,000 vehicles. That is significantly lower than its original estimate in July 2021 of 20,000 EVs produced during 2022.That is a slashing of 30% to 40% from its original expectations presented to investors prior to the initial public offering (IPO) in late July 2021. The company said that its lower expectations were due to “extraordinary supply chain and logistics challenges.”Furthermore,CNBC reported that this has to do with the commodities that go into its trim, including glass quality; Not the semiconductor chip shortage. Peter Rawlinson, CEO of Lucid Motors, toldCNBCit wants to make sure that its EVs have the absolute highest quality.Analysts have not given the stock much leeway as a result. The average price target for five analysts prior to the results was more than $40 per share. Now, it has dropped to $34.75, and it looks to be still falling.Additionally, these analysts now project just $1.31 billion in revenue for 2022. And given its market cap of nearly $42 billion, LCID stock trades for a very high price-sales (P/S) multiple of more than 31 times.Where This Leaves Investors In LCID StockOverall, LCID stock’s high valuation metrics could be vulnerable to another leg down if Q1 results disappoint investors as they did in Q4. For example, analysts forecast just $53.4 million in Q1 revenue, implying that the bulk of the $1.31 billion in sales for 2022 will occur in the second half. If sales come in lower than this, there could be a huge levered effect on expectations for Q2.With this in mind, a host of additional headwinds could be buffeting its production efficiency and EV consumer demand. For example, inflation pressures could force the company to raise prices as Tesla(NASDAQ:TSLA) has been doing recently.In addition, concerns about economic growth in the second half due to increasing Federal Reserve interest rate hikes could lead to a lower number of reservations and customer orders. And lastly, the jury is still out on whether the company can profitably scale up a large EV manufacturing operation.Bottom Line on LCID StockAs a result, investors might want to take a “wait-and-see” attitude about the valuation of LCID stock. The best approach is probably to purchase more shares on days when the stock hits new lows. This will allow existing investors to average down their costs.The risk here is that at 31 times 2022 sales, it could still be significantly too high. There could be another huge disappointment waiting in the wings. And with no margin of safety here in the valuation, most value investors will likely stay away from LCID stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274693198939","authorId":"3479274693198939","name":"dong123","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274693198939","authorIdStr":"3479274693198939"},"content":"I think the problem most EV companies are facing is that they can't keep up with Tesla.","text":"I think the problem most EV companies are facing is that they can't keep up with Tesla.","html":"I think the problem most EV companies are facing is that they can't keep up with Tesla."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}