$Tesla Motors(TSLA)$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
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
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.
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.
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.
$Tesla Motors(TSLA)$ 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.
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.
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.
$UnitedHealth(UNH)$ stock has been severely punished. Of course there's downside risks but if that happens give long term investors a huge buying opportunity.