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2022-01-27

Very rough roller coaster ride ahead.[Sweats] [Sweats]

Why Palantir Stock Rose Before Turning Negative

2022-01-10

How to take the $67 price target seriously?

Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky

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rough roller coaster ride ahead.[Sweats]&nbsp;[Sweats]&nbsp;","listText":"Very rough roller coaster ride ahead.[Sweats]&nbsp;[Sweats]&nbsp;","text":"Very rough roller coaster ride ahead.[Sweats] [Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090444478","repostId":"1196333346","repostType":2,"repost":{"id":"1196333346","pubTimestamp":1643251456,"share":"https://www.laohu8.com/m/news/1196333346?lang=&edition=full","pubTime":"2022-01-27 10:44","market":"us","language":"en","title":"Why Palantir Stock Rose Before Turning Negative","url":"https://stock-news.laohu8.com/highlight/detail?id=1196333346","media":"Motley Fool","summary":"What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednes","content":"<html><head></head><body><p><b>What happened</b></p><p><b>Palantir Technologies</b>(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company&#39;s shares popped nearly 6% higher in the morning following a key personnel announcement, but then cooled off significantly to end the day more than 2% lower.</p><p><b>So what</b></p><p>Wednesday morning, Palantir announced that it has tapped a new executive to head its efforts in the sprawling Europe, Middle East, and Africa (EMEA) region. This is Philippe Mathieu, who will serve as the regional president for the company. Palantir did not specify when he would formally begin this job.</p><p>While Palantir has made numerous inroads into the public sector in the U.S., it is still very much focused on its native country. The company quoted its COO Shyam Sankar as saying that Mathieu &#34;is an experienced leader with demonstrated success at building and scaling sales teams across large markets.&#34;</p><p>Sankar added that the incoming EMEA president should help Palantir &#34;fuel the fellowship across the region.&#34;</p><p>Mathieu appears to be quite a good fit for the job. Palantir was quick to point out that he has more than 25 years of experience as a tech industry executive, which includes a 15-year stint at <b>Oracle</b>, where he most recently served in a similar capacity as executive vice president of the EMEA and Japan and Asia-Pacific regions.</p><p><b>Now what</b></p><p>While Mathieu&#39;s hiring certainly feels opportunistic and is likely a big win for Palantir, the company is still dogged by investor skittishness around what are considered to be the more speculative tech stocks. But for those considering the company&#39;s shares as an investment, the price slump could provide a nice opening to load up on this very promising niche player at a relative discount.</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>Why Palantir Stock Rose Before Turning Negative</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 Palantir Stock Rose Before Turning Negative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company's shares popped nearly 6% higher in the morning following a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196333346","content_text":"What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company's shares popped nearly 6% higher in the morning following a key personnel announcement, but then cooled off significantly to end the day more than 2% lower.So whatWednesday morning, Palantir announced that it has tapped a new executive to head its efforts in the sprawling Europe, Middle East, and Africa (EMEA) region. This is Philippe Mathieu, who will serve as the regional president for the company. Palantir did not specify when he would formally begin this job.While Palantir has made numerous inroads into the public sector in the U.S., it is still very much focused on its native country. The company quoted its COO Shyam Sankar as saying that Mathieu \"is an experienced leader with demonstrated success at building and scaling sales teams across large markets.\"Sankar added that the incoming EMEA president should help Palantir \"fuel the fellowship across the region.\"Mathieu appears to be quite a good fit for the job. Palantir was quick to point out that he has more than 25 years of experience as a tech industry executive, which includes a 15-year stint at Oracle, where he most recently served in a similar capacity as executive vice president of the EMEA and Japan and Asia-Pacific regions.Now whatWhile Mathieu's hiring certainly feels opportunistic and is likely a big win for Palantir, the company is still dogged by investor skittishness around what are considered to be the more speculative tech stocks. But for those considering the company's shares as an investment, the price slump could provide a nice opening to load up on this very promising niche player at a relative discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006413012,"gmtCreate":1641816544452,"gmtModify":1676533650156,"author":{"id":"3585191808723701","authorId":"3585191808723701","name":"Mattsailor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How to take the $67 price target seriously?","listText":"How to take the $67 price target seriously?","text":"How to take the $67 price target seriously?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006413012","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","pubTimestamp":1641828722,"share":"https://www.laohu8.com/m/news/1199490797?lang=&edition=full","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<html><head></head><body><p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p></body></html>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9006413012,"gmtCreate":1641816544452,"gmtModify":1676533650156,"author":{"id":"3585191808723701","authorId":"3585191808723701","name":"Mattsailor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How to take the $67 price target seriously?","listText":"How to take the $67 price target seriously?","text":"How to take the $67 price target seriously?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006413012","repostId":"1199490797","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090444478,"gmtCreate":1643252229762,"gmtModify":1676533790953,"author":{"id":"3585191808723701","authorId":"3585191808723701","name":"Mattsailor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Very rough roller coaster ride ahead.[Sweats]&nbsp;[Sweats]&nbsp;","listText":"Very rough roller coaster ride ahead.[Sweats]&nbsp;[Sweats]&nbsp;","text":"Very rough roller coaster ride ahead.[Sweats] [Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090444478","repostId":"1196333346","repostType":2,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}