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2023-03-08

L

US Investigates Tesla for Steering Wheels That Can Fall off

2023-03-07

$Shopify(SHOP)$ bear

2023-02-28

Great ariticle, would you like to share it?

@LMSunshine:How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”

2023-02-28

Great ariticle, would you like to share it?

@Tiger_SG:[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism

2022-12-15

$Shopify(SHOP)$

2022-08-22

$Shopify(SHOP)$Going down as usual

2022-08-18

$Shopify(SHOP)$ Going down again

2022-08-12

$Shopify(SHOP)$ 🥲

2022-08-10

$Shopify(SHOP)$#GoingDown

2022-08-08

Kk

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2022-07-19

$Tesla Motors(TSLA)$Good

2022-06-30

K

Does Elon Musk's Latest Move Mean Tesla Is Doomed?

2022-06-29

Ok

Tesla: Sniffing The Growth Cliff, Reiterating Sell

Go to Tiger App to see more news

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A friction fit held the steering wheels on, but they separated when force was exerted while the SUVs were being driven.</p><p>The agency says in documents posted on its website Wednesday that both incidents happened while the SUVs had low mileage on them.</p><p>Investigators look at how often the problem happens, how many vehicles were affected and at Tesla&#39;s manufacturing process.</p><p>The Model Y is Tesla’s top-selling vehicle.</p></body></html>","source":"yahoofinance_sg","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>US Investigates Tesla for Steering Wheels That Can Fall off</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\">\nUS Investigates Tesla for Steering Wheels That Can Fall off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html><strong>AP Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. auto safety regulators have opened an investigation into Tesla's Model Y SUV after getting two complaints that the steering wheels can come off while being driven.The National Highway Traffic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html\">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://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317407248","content_text":"U.S. auto safety regulators have opened an investigation into Tesla's Model Y SUV after getting two complaints that the steering wheels can come off while being driven.The National Highway Traffic Safety Administration says the probe covers an estimated 120,000 vehicles from the 2023 model year.The agency says in both cases the Model Ys were delivered to customers with a missing bolt that holds the wheel to the steering column. A friction fit held the steering wheels on, but they separated when force was exerted while the SUVs were being driven.The agency says in documents posted on its website Wednesday that both incidents happened while the SUVs had low mileage on them.Investigators look at how often the problem happens, how many vehicles were affected and at Tesla's manufacturing process.The Model Y is Tesla’s top-selling vehicle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940749070,"gmtCreate":1678202012691,"gmtModify":1678202016000,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v> bear","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v> bear","text":"$Shopify(SHOP)$ bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940749070","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940039475,"gmtCreate":1677590228397,"gmtModify":1677590231750,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940039475","repostId":"9957259153","repostType":1,"repost":{"id":9957259153,"gmtCreate":1677308230173,"gmtModify":1677308851895,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"themes":[],"title":"How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”","htmlText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","listText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","text":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","images":[{"img":"https://community-static.tradeup.com/news/19eabe9671eeee46908059cb5b060ec3","width":"1241","height":"1213"},{"img":"https://community-static.tradeup.com/news/1641d31881234e5b8f380eabf9d6d7a6","width":"1242","height":"755"},{"img":"https://community-static.tradeup.com/news/0d4633d3f7a7027c2d311e7d83887179","width":"1242","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957259153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940039589,"gmtCreate":1677590215042,"gmtModify":1677590218846,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940039589","repostId":"9957196701","repostType":1,"repost":{"id":9957196701,"gmtCreate":1677066755204,"gmtModify":1677068722686,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism","htmlText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","listText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","text":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","images":[{"img":"https://community-static.tradeup.com/news/723b6ea50a4a9e8ccaa94d24010b34e0","width":"1000","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957196701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921446532,"gmtCreate":1671118577327,"gmtModify":1676538493804,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Shopify(SHOP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921446532","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996504619,"gmtCreate":1661182634634,"gmtModify":1676536469188,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>Going down as usual&nbsp;","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>Going down as usual&nbsp;","text":"$Shopify(SHOP)$Going down as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996504619","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991295285,"gmtCreate":1660836001450,"gmtModify":1676536408222,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> Going down again","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> Going down again","text":"$Shopify(SHOP)$ Going down again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991295285","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907428314,"gmtCreate":1660235617042,"gmtModify":1676529930434,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> 🥲","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> 🥲","text":"$Shopify(SHOP)$ 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907428314","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904271566,"gmtCreate":1660061046861,"gmtModify":1703477449846,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>#GoingDown","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>#GoingDown","text":"$Shopify(SHOP)$#GoingDown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904271566","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904996272,"gmtCreate":1659970280199,"gmtModify":1703476497424,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904996272","repostId":"9904999776","repostType":1,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075294312,"gmtCreate":1658199633236,"gmtModify":1676536121434,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Good","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Good","text":"$Tesla Motors(TSLA)$Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075294312","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045343348,"gmtCreate":1656566397685,"gmtModify":1676535855537,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045343348","repostId":"2247932011","repostType":4,"repost":{"id":"2247932011","kind":"highlight","pubTimestamp":1656565257,"share":"https://ttm.financial/m/news/2247932011?lang=&edition=fundamental","pubTime":"2022-06-30 13:00","market":"us","language":"en","title":"Does Elon Musk's Latest Move Mean Tesla Is Doomed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2247932011","media":"Motley Fool","summary":"Tesla's layoffs include a division that CEO Musk just called \"essential\" to the company's survival.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>On Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.</li><li>Musk has called full-self driving essential to Tesla&#39;s long-term health, warning the company could be worth &#34;basically zero&#34; without it.</li><li>The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.</li></ul><p><b>Tesla</b> is taking a knife to a division that company CEO Elon Musk recently called &#34;essential&#34; to the company&#39;s long-term success, raising fresh questions about the world&#39;s largest automaker by market cap.</p><p>On Tuesday, according to <i>Bloomberg</i>, the company laid off more than 200 employees working on Tesla&#39;s Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.</p><p>Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla&#39;s effort to perfect fully autonomous vehicles.</p><h2>Could Tesla be worth &#34;basically zero?&#34;</h2><p>Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles &#34;appreciating assets&#34; because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.</p><p>In an interview with a Tesla owner group earlier this month, Musk said it was &#34;essential&#34; for Tesla to produce full self-driving technology, calling the tech &#34;the difference between Tesla being worth a lot of money or worth basically zero.&#34;</p><p>Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including <b>General Motors </b>and <b>Ford</b> have made electric vehicles a priority, joining newcomers including <b>Lucid Group</b> and <b>NIO </b>in bringing rival vehicles to market.</p><p>Tesla&#39;s self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood&#39;s Ark Invest earlier this year said Tesla&#39;s stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.</p><p>Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.</p><h2>Is Autopilot veering off course?</h2><p>The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla&#39;s marketing of the driver assistance software &#34;misleading.&#34; More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla&#39;s systems ahead of a potential recall or new limits on how the system is used.</p><p>Tesla&#39;s systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla&#39;s AI.</p><h2>Tesla investors need this tech to work</h2><p>Tesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.</p><p>Although it seems unlikely Musk is correct and Tesla&#39;s value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.</p><p>As Ark&#39;s model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.</p><p>Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.</p><p>Investors need to hope Musk isn&#39;t cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Elon Musk's Latest Move Mean Tesla Is Doomed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Elon Musk's Latest Move Mean Tesla Is Doomed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247932011","content_text":"KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's long-term health, warning the company could be worth \"basically zero\" without it.The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.Tesla is taking a knife to a division that company CEO Elon Musk recently called \"essential\" to the company's long-term success, raising fresh questions about the world's largest automaker by market cap.On Tuesday, according to Bloomberg, the company laid off more than 200 employees working on Tesla's Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla's effort to perfect fully autonomous vehicles.Could Tesla be worth \"basically zero?\"Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles \"appreciating assets\" because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.In an interview with a Tesla owner group earlier this month, Musk said it was \"essential\" for Tesla to produce full self-driving technology, calling the tech \"the difference between Tesla being worth a lot of money or worth basically zero.\"Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including General Motors and Ford have made electric vehicles a priority, joining newcomers including Lucid Group and NIO in bringing rival vehicles to market.Tesla's self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood's Ark Invest earlier this year said Tesla's stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.Is Autopilot veering off course?The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla's marketing of the driver assistance software \"misleading.\" More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla's systems ahead of a potential recall or new limits on how the system is used.Tesla's systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla's AI.Tesla investors need this tech to workTesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.Although it seems unlikely Musk is correct and Tesla's value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.As Ark's model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.Investors need to hope Musk isn't cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042678032,"gmtCreate":1656473600826,"gmtModify":1676535836795,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042678032","repostId":"1165982577","repostType":4,"repost":{"id":"1165982577","kind":"news","pubTimestamp":1656467732,"share":"https://ttm.financial/m/news/1165982577?lang=&edition=fundamental","pubTime":"2022-06-29 09:55","market":"us","language":"en","title":"Tesla: Sniffing The Growth Cliff, Reiterating Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1165982577","media":"Seeking Alpha","summary":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimisti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We view TSLA&#39;s product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.</li><li>We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.</li><li>Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.</li><li>Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA&#39;s gross margins be materially higher than what would be considered steady-state.</li><li>Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.</li></ul><p>Our Tesla Pitch - Tesla Needs A &#39;Soft Landing&#39; (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can&#39;t, The Stock Has Room to Negatively Re-rate</p><p>We&#39;ve been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.</p><p><img src=\"https://static.tigerbbs.com/12137b01489bb9223b3aec14de942d03\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>That was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.</p><p>The call now is different. We still love the business, it&#39;s hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.</p><p>Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in &#39;22 and &#39;23. Expectations are calling for top-line growth of ~59% and ~33% in &#39;22 and &#39;23 from $85.64B to $114.39B.</p><p>These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive &#39;Musk&#39; factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.</p><p>This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.</p><p><b>Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins &amp; Offset Inflation, New Order-flow Could Decelerate</b></p><p>The heading of our thesis seems pretty self-explanatory, but it&#39;s worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.</p><p>They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.</p><p>The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.</p><p>Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla&#39;s overall supply will increase, and this dynamic will fade a bit.</p><p>Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.</p><p>We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?</p><p>This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.</p><p>When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.</p><p>If the economy slows, we question Tesla&#39;s ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla&#39;s trading at ~6.5x cons. &#39;23E sales, and ~45x cons. &#39;23E earnings.</p><p>We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.</p><p><b>Musk Knows This, Hence The Layoffs</b></p><p>Additionally, we think that management is well aware of these problems. Musk&#39;s &#39;bad feeling&#39; about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn&#39;t unique in laying off employees. If you&#39;ve been tracking the news, Big Tech in general has been finding reasons to reduce headcount.</p><p>We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.</p><p><b>Long-Term Story Intact, But We Question Terminal Margins</b></p><p>Over the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)</p><p>We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.</p><p>Over the long-haul, we continue to applaud Tesla&#39;s technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.</p><p>On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to &#39;normalized&#39; levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk &amp; Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk&#39;s recent strategic direction would emphasize a more defensive strategy.</p><p>We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.</p><p><b>Valuation</b></p><p>In terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don&#39;t know what steady-state gross margins are, we don&#39;t know where optionality stands (autonomy+energy in particular), and there&#39;s a lot of value creation already priced in.</p><p>It&#39;s hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We&#39;ll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla&#39;s market share within BEVs? Terminal CapEx requirements?</p><p>It&#39;s a lot, and hard to predict reasonably.</p><p>For our part, we think the environment is fundamentally too uncertain. We&#39;re going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.</p><p><b>Base Case:</b> Our base case look takes cons. &#39;22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you&#39;re looking at ~$545 on the share price assuming 45x.</p><p><b>Bear Case:</b> Our bear case look implies the bottom end of the sell-side earnings range for &#39;22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you&#39;re looking at ~$279/share.</p><p><b>Bull Case:</b> Our bull case looks at the top end of &#39;22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.</p><p>These are some pretty loose scenarios, and these aren&#39;t driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our <i>qualitative</i> sentiment on the state of the company and the risks it faces medium term.</p><p><b>Conclusion</b></p><p>In conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it&#39;s later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.</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: Sniffing The Growth Cliff, Reiterating Sell</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: Sniffing The Growth Cliff, Reiterating Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21\">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/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165982577","content_text":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA's gross margins be materially higher than what would be considered steady-state.Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.Our Tesla Pitch - Tesla Needs A 'Soft Landing' (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can't, The Stock Has Room to Negatively Re-rateWe've been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.Data by YChartsThat was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.The call now is different. We still love the business, it's hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in '22 and '23. Expectations are calling for top-line growth of ~59% and ~33% in '22 and '23 from $85.64B to $114.39B.These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive 'Musk' factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins & Offset Inflation, New Order-flow Could DecelerateThe heading of our thesis seems pretty self-explanatory, but it's worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla's overall supply will increase, and this dynamic will fade a bit.Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.If the economy slows, we question Tesla's ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla's trading at ~6.5x cons. '23E sales, and ~45x cons. '23E earnings.We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.Musk Knows This, Hence The LayoffsAdditionally, we think that management is well aware of these problems. Musk's 'bad feeling' about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn't unique in laying off employees. If you've been tracking the news, Big Tech in general has been finding reasons to reduce headcount.We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.Long-Term Story Intact, But We Question Terminal MarginsOver the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.Over the long-haul, we continue to applaud Tesla's technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to 'normalized' levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk & Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk's recent strategic direction would emphasize a more defensive strategy.We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.ValuationIn terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don't know what steady-state gross margins are, we don't know where optionality stands (autonomy+energy in particular), and there's a lot of value creation already priced in.It's hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We'll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla's market share within BEVs? Terminal CapEx requirements?It's a lot, and hard to predict reasonably.For our part, we think the environment is fundamentally too uncertain. We're going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.Base Case: Our base case look takes cons. '22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you're looking at ~$545 on the share price assuming 45x.Bear Case: Our bear case look implies the bottom end of the sell-side earnings range for '22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you're looking at ~$279/share.Bull Case: Our bull case looks at the top end of '22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.These are some pretty loose scenarios, and these aren't driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our qualitative sentiment on the state of the company and the risks it faces medium term.ConclusionIn conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it's later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9045343348,"gmtCreate":1656566397685,"gmtModify":1676535855537,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045343348","repostId":"2247932011","repostType":4,"repost":{"id":"2247932011","kind":"highlight","pubTimestamp":1656565257,"share":"https://ttm.financial/m/news/2247932011?lang=&edition=fundamental","pubTime":"2022-06-30 13:00","market":"us","language":"en","title":"Does Elon Musk's Latest Move Mean Tesla Is Doomed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2247932011","media":"Motley Fool","summary":"Tesla's layoffs include a division that CEO Musk just called \"essential\" to the company's survival.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>On Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.</li><li>Musk has called full-self driving essential to Tesla&#39;s long-term health, warning the company could be worth &#34;basically zero&#34; without it.</li><li>The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.</li></ul><p><b>Tesla</b> is taking a knife to a division that company CEO Elon Musk recently called &#34;essential&#34; to the company&#39;s long-term success, raising fresh questions about the world&#39;s largest automaker by market cap.</p><p>On Tuesday, according to <i>Bloomberg</i>, the company laid off more than 200 employees working on Tesla&#39;s Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.</p><p>Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla&#39;s effort to perfect fully autonomous vehicles.</p><h2>Could Tesla be worth &#34;basically zero?&#34;</h2><p>Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles &#34;appreciating assets&#34; because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.</p><p>In an interview with a Tesla owner group earlier this month, Musk said it was &#34;essential&#34; for Tesla to produce full self-driving technology, calling the tech &#34;the difference between Tesla being worth a lot of money or worth basically zero.&#34;</p><p>Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including <b>General Motors </b>and <b>Ford</b> have made electric vehicles a priority, joining newcomers including <b>Lucid Group</b> and <b>NIO </b>in bringing rival vehicles to market.</p><p>Tesla&#39;s self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood&#39;s Ark Invest earlier this year said Tesla&#39;s stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.</p><p>Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.</p><h2>Is Autopilot veering off course?</h2><p>The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla&#39;s marketing of the driver assistance software &#34;misleading.&#34; More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla&#39;s systems ahead of a potential recall or new limits on how the system is used.</p><p>Tesla&#39;s systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla&#39;s AI.</p><h2>Tesla investors need this tech to work</h2><p>Tesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.</p><p>Although it seems unlikely Musk is correct and Tesla&#39;s value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.</p><p>As Ark&#39;s model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.</p><p>Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.</p><p>Investors need to hope Musk isn&#39;t cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Elon Musk's Latest Move Mean Tesla Is Doomed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Elon Musk's Latest Move Mean Tesla Is Doomed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/29/does-elon-musks-latest-move-mean-tesla-is-doomed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247932011","content_text":"KEY POINTSOn Tuesday, Tesla reportedly laid off more than 200 people working on its Autopilot software and shuttered a facility in California.Musk has called full-self driving essential to Tesla's long-term health, warning the company could be worth \"basically zero\" without it.The cuts are just a small portion of the team working on Autopilot, but investors need to watch carefully.Tesla is taking a knife to a division that company CEO Elon Musk recently called \"essential\" to the company's long-term success, raising fresh questions about the world's largest automaker by market cap.On Tuesday, according to Bloomberg, the company laid off more than 200 employees working on Tesla's Autopilot driver assist software, shuttering an entire office located in San Mateo, Calif. The affected team was responsible for processing and labeling customer vehicle data.Last week, Musk confirmed Tesla was in the process of cutting about 10% of its global white-collar staff, arguing that the electric vehicle manufacturer had grown too fast and was now overstaffed. These cuts appear to be a small part of the overall engineering effort inside the company, but they come at a key moment in Tesla's effort to perfect fully autonomous vehicles.Could Tesla be worth \"basically zero?\"Musk has long-championed the concept of autonomous vehicles, in 2019 calling Tesla vehicles \"appreciating assets\" because of his confidence that Tesla owners could one day deploy their vehicles as robotaxis and make money on the cars instead of leaving them in parking lots.In an interview with a Tesla owner group earlier this month, Musk said it was \"essential\" for Tesla to produce full self-driving technology, calling the tech \"the difference between Tesla being worth a lot of money or worth basically zero.\"Although Tesla is the sales leader in electric vehicles, the company faces more competition now than at any time in its history. Incumbent automakers including General Motors and Ford have made electric vehicles a priority, joining newcomers including Lucid Group and NIO in bringing rival vehicles to market.Tesla's self-driving technology is seen by company bulls as a major competitive advantage. Cathie Wood's Ark Invest earlier this year said Tesla's stock could be worth as much as $4,600 per share -- more than six times its current price -- by 2026, assuming robotaxis are in service by then.Ark believes Tesla could generate more than $450 billion in annual revenue from its nascent robotaxi business.Is Autopilot veering off course?The layoffs also come at a time when Autopilot is under increasing regulatory scrutiny. Last October, the head of the U.S. National Transportation Safety Board (NTSB) called Tesla's marketing of the driver assistance software \"misleading.\" More recently, the separate National Highway Traffic Safety Administration upgraded a probe into Tesla's systems ahead of a potential recall or new limits on how the system is used.Tesla's systems, unlike most of its rivals, forgo radar and other depth perception technology, relying instead on cameras to feed its AI and keep the vehicle on the road. The team that was reportedly let go on Tuesday was responsible for helping to train and refine Tesla's AI.Tesla investors need this tech to workTesla delivered more than 936,000 vehicles in 2021, and as an automaker has never looked more stable in its history. However, the stock price and the health of the business have always been somewhat disconnected, and investors should be watching the developments of Autopilot closely.Although it seems unlikely Musk is correct and Tesla's value could drop to near zero, as an automaker Tesla is valued significantly higher than the competition. Tesla trades at more than 21 times its book value, while both Ford and General Motors trade at little premium to their book values.As Ark's model notes, Tesla commands that valuation based on its technological prowess, not its ability to manufacture cars.Musk deserves credit for trying to streamline Tesla ahead of a potential economic slowdown, and has earned the benefit of the doubt over his years running the company. But for the valuation to hold up, Tesla will have to show progress toward autonomous driving in the quarters to come.Investors need to hope Musk isn't cutting too deep, or in the wrong places, or his words of warning could become a self-fulfilling prophecy about the stock price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940749070,"gmtCreate":1678202012691,"gmtModify":1678202016000,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v> bear","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v> bear","text":"$Shopify(SHOP)$ bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940749070","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042678032,"gmtCreate":1656473600826,"gmtModify":1676535836795,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042678032","repostId":"1165982577","repostType":4,"repost":{"id":"1165982577","kind":"news","pubTimestamp":1656467732,"share":"https://ttm.financial/m/news/1165982577?lang=&edition=fundamental","pubTime":"2022-06-29 09:55","market":"us","language":"en","title":"Tesla: Sniffing The Growth Cliff, Reiterating Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1165982577","media":"Seeking Alpha","summary":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimisti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We view TSLA&#39;s product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.</li><li>We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.</li><li>Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.</li><li>Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA&#39;s gross margins be materially higher than what would be considered steady-state.</li><li>Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.</li></ul><p>Our Tesla Pitch - Tesla Needs A &#39;Soft Landing&#39; (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can&#39;t, The Stock Has Room to Negatively Re-rate</p><p>We&#39;ve been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.</p><p><img src=\"https://static.tigerbbs.com/12137b01489bb9223b3aec14de942d03\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>That was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.</p><p>The call now is different. We still love the business, it&#39;s hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.</p><p>Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in &#39;22 and &#39;23. Expectations are calling for top-line growth of ~59% and ~33% in &#39;22 and &#39;23 from $85.64B to $114.39B.</p><p>These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive &#39;Musk&#39; factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.</p><p>This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.</p><p><b>Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins &amp; Offset Inflation, New Order-flow Could Decelerate</b></p><p>The heading of our thesis seems pretty self-explanatory, but it&#39;s worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.</p><p>They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.</p><p>The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.</p><p>Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla&#39;s overall supply will increase, and this dynamic will fade a bit.</p><p>Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.</p><p>We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?</p><p>This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.</p><p>When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.</p><p>If the economy slows, we question Tesla&#39;s ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla&#39;s trading at ~6.5x cons. &#39;23E sales, and ~45x cons. &#39;23E earnings.</p><p>We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.</p><p><b>Musk Knows This, Hence The Layoffs</b></p><p>Additionally, we think that management is well aware of these problems. Musk&#39;s &#39;bad feeling&#39; about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn&#39;t unique in laying off employees. If you&#39;ve been tracking the news, Big Tech in general has been finding reasons to reduce headcount.</p><p>We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.</p><p><b>Long-Term Story Intact, But We Question Terminal Margins</b></p><p>Over the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)</p><p>We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.</p><p>Over the long-haul, we continue to applaud Tesla&#39;s technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.</p><p>On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to &#39;normalized&#39; levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk &amp; Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk&#39;s recent strategic direction would emphasize a more defensive strategy.</p><p>We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.</p><p><b>Valuation</b></p><p>In terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don&#39;t know what steady-state gross margins are, we don&#39;t know where optionality stands (autonomy+energy in particular), and there&#39;s a lot of value creation already priced in.</p><p>It&#39;s hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We&#39;ll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla&#39;s market share within BEVs? Terminal CapEx requirements?</p><p>It&#39;s a lot, and hard to predict reasonably.</p><p>For our part, we think the environment is fundamentally too uncertain. We&#39;re going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.</p><p><b>Base Case:</b> Our base case look takes cons. &#39;22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you&#39;re looking at ~$545 on the share price assuming 45x.</p><p><b>Bear Case:</b> Our bear case look implies the bottom end of the sell-side earnings range for &#39;22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you&#39;re looking at ~$279/share.</p><p><b>Bull Case:</b> Our bull case looks at the top end of &#39;22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.</p><p>These are some pretty loose scenarios, and these aren&#39;t driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our <i>qualitative</i> sentiment on the state of the company and the risks it faces medium term.</p><p><b>Conclusion</b></p><p>In conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it&#39;s later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.</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: Sniffing The Growth Cliff, Reiterating Sell</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: Sniffing The Growth Cliff, Reiterating Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21\">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/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165982577","content_text":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA's gross margins be materially higher than what would be considered steady-state.Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.Our Tesla Pitch - Tesla Needs A 'Soft Landing' (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can't, The Stock Has Room to Negatively Re-rateWe've been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.Data by YChartsThat was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.The call now is different. We still love the business, it's hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in '22 and '23. Expectations are calling for top-line growth of ~59% and ~33% in '22 and '23 from $85.64B to $114.39B.These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive 'Musk' factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins & Offset Inflation, New Order-flow Could DecelerateThe heading of our thesis seems pretty self-explanatory, but it's worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla's overall supply will increase, and this dynamic will fade a bit.Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.If the economy slows, we question Tesla's ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla's trading at ~6.5x cons. '23E sales, and ~45x cons. '23E earnings.We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.Musk Knows This, Hence The LayoffsAdditionally, we think that management is well aware of these problems. Musk's 'bad feeling' about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn't unique in laying off employees. If you've been tracking the news, Big Tech in general has been finding reasons to reduce headcount.We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.Long-Term Story Intact, But We Question Terminal MarginsOver the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.Over the long-haul, we continue to applaud Tesla's technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to 'normalized' levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk & Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk's recent strategic direction would emphasize a more defensive strategy.We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.ValuationIn terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don't know what steady-state gross margins are, we don't know where optionality stands (autonomy+energy in particular), and there's a lot of value creation already priced in.It's hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We'll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla's market share within BEVs? Terminal CapEx requirements?It's a lot, and hard to predict reasonably.For our part, we think the environment is fundamentally too uncertain. We're going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.Base Case: Our base case look takes cons. '22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you're looking at ~$545 on the share price assuming 45x.Bear Case: Our bear case look implies the bottom end of the sell-side earnings range for '22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you're looking at ~$279/share.Bull Case: Our bull case looks at the top end of '22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.These are some pretty loose scenarios, and these aren't driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our qualitative sentiment on the state of the company and the risks it faces medium term.ConclusionIn conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it's later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949993239,"gmtCreate":1678282570922,"gmtModify":1678282575382,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949993239","repostId":"2317407248","repostType":2,"repost":{"id":"2317407248","kind":"highlight","pubTimestamp":1678279488,"share":"https://ttm.financial/m/news/2317407248?lang=&edition=fundamental","pubTime":"2023-03-08 20:44","market":"us","language":"en","title":"US Investigates Tesla for Steering Wheels That Can Fall off","url":"https://stock-news.laohu8.com/highlight/detail?id=2317407248","media":"AP Finance","summary":"U.S. auto safety regulators have opened an investigation into Tesla's Model Y SUV after getting two ","content":"<html><head></head><body><p>U.S. auto safety regulators have opened an investigation into Tesla&#39;s Model Y SUV after getting two complaints that the steering wheels can come off while being driven.</p><p>The National Highway Traffic Safety Administration says the probe covers an estimated 120,000 vehicles from the 2023 model year.</p><p>The agency says in both cases the Model Ys were delivered to customers with a missing bolt that holds the wheel to the steering column. A friction fit held the steering wheels on, but they separated when force was exerted while the SUVs were being driven.</p><p>The agency says in documents posted on its website Wednesday that both incidents happened while the SUVs had low mileage on them.</p><p>Investigators look at how often the problem happens, how many vehicles were affected and at Tesla&#39;s manufacturing process.</p><p>The Model Y is Tesla’s top-selling vehicle.</p></body></html>","source":"yahoofinance_sg","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>US Investigates Tesla for Steering Wheels That Can Fall off</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\">\nUS Investigates Tesla for Steering Wheels That Can Fall off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html><strong>AP Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. auto safety regulators have opened an investigation into Tesla's Model Y SUV after getting two complaints that the steering wheels can come off while being driven.The National Highway Traffic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html\">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://finance.yahoo.com/news/us-investigates-tesla-steering-wheels-115444076.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317407248","content_text":"U.S. auto safety regulators have opened an investigation into Tesla's Model Y SUV after getting two complaints that the steering wheels can come off while being driven.The National Highway Traffic Safety Administration says the probe covers an estimated 120,000 vehicles from the 2023 model year.The agency says in both cases the Model Ys were delivered to customers with a missing bolt that holds the wheel to the steering column. A friction fit held the steering wheels on, but they separated when force was exerted while the SUVs were being driven.The agency says in documents posted on its website Wednesday that both incidents happened while the SUVs had low mileage on them.Investigators look at how often the problem happens, how many vehicles were affected and at Tesla's manufacturing process.The Model Y is Tesla’s top-selling vehicle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940039475,"gmtCreate":1677590228397,"gmtModify":1677590231750,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940039475","repostId":"9957259153","repostType":1,"repost":{"id":9957259153,"gmtCreate":1677308230173,"gmtModify":1677308851895,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"themes":[],"title":"How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”","htmlText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","listText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","text":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","images":[{"img":"https://community-static.tradeup.com/news/19eabe9671eeee46908059cb5b060ec3","width":"1241","height":"1213"},{"img":"https://community-static.tradeup.com/news/1641d31881234e5b8f380eabf9d6d7a6","width":"1242","height":"755"},{"img":"https://community-static.tradeup.com/news/0d4633d3f7a7027c2d311e7d83887179","width":"1242","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957259153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940039589,"gmtCreate":1677590215042,"gmtModify":1677590218846,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940039589","repostId":"9957196701","repostType":1,"repost":{"id":9957196701,"gmtCreate":1677066755204,"gmtModify":1677068722686,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism","htmlText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","listText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","text":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","images":[{"img":"https://community-static.tradeup.com/news/723b6ea50a4a9e8ccaa94d24010b34e0","width":"1000","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957196701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921446532,"gmtCreate":1671118577327,"gmtModify":1676538493804,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Shopify(SHOP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921446532","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996504619,"gmtCreate":1661182634634,"gmtModify":1676536469188,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>Going down as usual&nbsp;","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>Going down as usual&nbsp;","text":"$Shopify(SHOP)$Going down as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996504619","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991295285,"gmtCreate":1660836001450,"gmtModify":1676536408222,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> Going down again","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> Going down again","text":"$Shopify(SHOP)$ Going down again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991295285","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907428314,"gmtCreate":1660235617042,"gmtModify":1676529930434,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> 🥲","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v> 🥲","text":"$Shopify(SHOP)$ 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907428314","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904271566,"gmtCreate":1660061046861,"gmtModify":1703477449846,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>#GoingDown","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a><v-v data-views=\"0\"></v-v>#GoingDown","text":"$Shopify(SHOP)$#GoingDown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904271566","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904996272,"gmtCreate":1659970280199,"gmtModify":1703476497424,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904996272","repostId":"9904999776","repostType":1,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075294312,"gmtCreate":1658199633236,"gmtModify":1676536121434,"author":{"id":"4112498644363612","authorId":"4112498644363612","name":"Sravan588","avatar":"https://community-static.tradeup.com/news/1c7d788f6d515483e0af8a2cb2ce0a94","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112498644363612","authorIdStr":"4112498644363612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Good","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Good","text":"$Tesla Motors(TSLA)$Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075294312","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}