Until FSD is 99.99% intervention-free and $TSLA assumes liability for injury or damage, investors will add little or no incremental value to TSLA for “supervised FSD.” Most of us already assume in our earnings forecast and valuation a 10-15% TSLA FSD take rate on current and past delivs: At $99/month adds about $.11/share (~7-8%) to TSLA earnings (past NA owners without FSD 2.0M on 30-day free trials plus current 0.8M NA delivs, both x 15% x $99/month x 12 months x (1 -20% TxRt) / 3.5B shares = $.11/share. While the following statement should be obvious, I’m taking no chances: If $TSLA cuts the FSD price in half and gets double the take rate, there’s no incremental EPS impact (although more data could lead to greater FSD efficacy which could accelerate Robotaxi progress)
BIDEN ALLEGEDLY CONCERNED ISRAEL TRYING TO PULL US DEEPER INTO CONFLICT United States President Joe Biden showed concerns in private that Israeli Prime Minister Benjamin Netanyahu is trying to push Washington deeper into a bigger conflict, NBC News reported citing three sources. According to the sources, the US officials already privately expressed displeasure with Israel's strike on the Iranian embassy in Damascus. Furthermore, following the most recent events, the US now worries that Israel could potentially act quickly to respond to Iran's actions without thinking it through. With regional war hanging , investor will wonder if US gonna be involved. Gonna create more uncertainty!$S&P 500(.SPX)$
Over the last few days, Tim Cook of $AAPL sold $30 million of Apple, $AAPL, shares according to his plan. He has sold over $120,000,000 worth of $AAPL so far.$S&P 500(.SPX)$ $Apple(AAPL)$
Over the last few days, Tim Cook of $AAPL sold $30 million of Apple, $AAPL, shares according to his plan. He has sold over $120,000,000 worth of $AAPL so far.$S&P 500(.SPX)$ $Apple(AAPL)$
Reduce China production and 2 weeks closing during CNY will damper the production supply. We are looking at well below WS expectation. Get ready for the big dip 130-150$Tesla Motors(TSLA)$
BREAKING: Mark Zuckerberg of $META has sold another $100 million in $META stock yesterday, after the bill to ban TikTok was passed in the House. He has sold $1,775,351,428.026 of $META stock totally. Selling at the top many CEO.
❖ U.S INITIAL JOBLESS CLAIMS ACTUAL: 209K VS 217K PREVIOUS; EST 218K ❖ U.S CONTINUING JOBLESS CLAIMS ACTUAL: 1811K VS 1906K PREVIOUS; EST 1900K Triple whammy for a red day
Inflation Rose to 1.6% in February in Producer Price Index, Much Hotter Than Expected
US PPI YoY Actual 1.6% (Forecast 1.2%, Previous 0.9%)