This.guy is a joke! He put a sell to AEM as he lowered the PE to 8.5. I thought PE was already low at 9.0. EPS for 2022 is likely at 0.5 meaning that PE is already 7. Even with a 5 % drop in earnings in 2023 EPS is 0.47 n current price of 3.40 means a PE of less than 8. So why TP of 3.08? Hence he is a joke!

I wondered where he gets the data that "AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says" from? AEM said that excitement in generative AI is looking promising to the coy. Also, INTC is ramping up chip production n GPU n quantum computing chips like crazy. Dont anyone think this will b extremely beneficial to AEM. I think this analyst has not get new update from AEM. Your thoughts?

The.compariaon is incorrect. Toyota PE mayb 10 butits sales of ICE is declining n it is slow in selling BEV. Over time, toyota will sell less cars n earn less. So its PE will b up eventually. TSLA sales of BEV will only increase despite competition as the whole industry is geared towards EV. So its PE will go down 

This research group always loves to put up the alternate view to confuse or create doubts..... Can interest rate rise near term in the current unstable financial market? Many are urging the FED to lower hike stop or cut. So how to hv rate rise? The FED will b mad to raise 50 bps to exacerbate the instability. So this idea is just to confuse investor

The only way is UP for AEM. US is the epic centre for AI now. Amy Leong is a semicon veteran in US. AEM chair Loke aint stupid. He picked Leong so that more deals will b closed in US. Ex CEO is good with Asian deals but not US. Hence the change of CEO.

As u hv correctly said history is a guide. This time is goong to b different. So far the bears have been wrong because they r using the old model to evaluate the current situation which is quite different from the past.  One key point that most bears overlook is the strength of employment. US GDP is 2/3 dependent on the consumers. So long as people r gainfully employed, there will b no recession n housing market will not crash albeit business will stay slow in a high rate environment. To conclude, big tech n AI will continue to lead the mkt to new high. Once fed pivot the rest off the mkt will play catch up

A short sighted article as usual from Alpha. I get the feeling that Alpha just want to b a contrariannjust to offer a diff perspective. Point is Roku has gainef substantially in its subscribers base n the streaming hours. That means future earnings will grow. That is why investors r excited. A recent eg is netflix. It earned much less than expected but subscribers grew 70%. Till date stock price more than 2x. That is the point n investors are right!

As Musk recently stated that we specialise in making the impossible possible late, so if u hang on long enough TSLA will deliver the impossible n that is where everyone will go wild with the stock

Looks like Alibaba is back in play...

The plunge is the work of short sellers. Take the lower range of revenue forecast of Q4 at 619 mil. It is only 13 mil below analyst expectation n the stock plunged 20% equals to 6.4B. The maths doesnt add up

This article is suggesting to time yr purchase. If u r a long term investor u shouldnt b too bothered so long it is a well managed coy w good financials. Unless u believe nio will drop to $5, waiting may result missed opportunity

Dont bet against a super bull theme...

Yes. Additionally, though Tesla may have less profit from the car sold, they can still make it up from other add ons including future software upgrades.

Agreed w Ross. Also Musk has been paid obscene amounts of TSLA options for his role so it is only right his focus is back on TSLA.

JC888: Only when AEM continue to break new records in revenue n profits will these analyst re rate AEM. So short term AEM prices will b range bound. LT will be UP. AEM chairman is a smart guy with good connections. Look out for AEM acquisition to see how it grows