Profile - To The Moon

TradeXedarT

TradeXedarT

Posts · 115Posts · 115
Following · 0Following · 0
Followers · 0Followers · 0

- TradeXedarTTradeXedarT
  ·2022-10-18
  $Tesla Motors(TSLA)$
  216 Comment
  1
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-10-14
  $Tesla Motors(TSLA)$
  304 Comment
  1
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-10-03
  $Tesla Motors(TSLA)$
  196 Comment
  4
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-21
  Power la
  Tesla Q2 Fair But Not Spectacular
  SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little dis
  Tesla Q2 Fair But Not Spectacular
  171 Comment
  3
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-21
  Go go go
  TSLA Stock Will Quickly Move on From Any Q2 Hit
  Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the
  TSLA Stock Will Quickly Move on From Any Q2 Hit
  303 Comment
  5
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-21
  Nice
  Tesla (TSLA) Sold 75% of its Bitcoin Worth $936 Million
  According to the Q2 quarterly update, Tesla (NASDAQ: TSLA) has converted approximately 75% of its Bi
  Tesla (TSLA) Sold 75% of its Bitcoin Worth $936 Million
  326 Comment
  5
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-18
  [Smile] [Happy]
  256 Comment
  Like
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-15
  [Cool]
  Elon Musk: Tesla Can Lower Prices 'if Inflation Calms Down'
  By Will Feuer Tesla Inc. can lower prices for its cars "if inflation calms down," Chief Exe
  Elon Musk: Tesla Can Lower Prices 'if Inflation Calms Down'
  184 Comment
  Like
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-11
  Ok
  Tesla: The Last Bubble Standing
  SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings
  Tesla: The Last Bubble Standing
  266 Comment
  Like
  Share
  Report
- TradeXedarTTradeXedarT
  ·2022-07-11
  $Tesla Motors(TSLA)$✈️
  276 Comment
  2
  Share
  Report
No following yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3576200971552042","uuid":"3576200971552042","gmtCreate":1613112214620,"gmtModify":1713318544872,"name":"TradeXedarT","pinyin":"tradexedart","introduction":"","introductionEn":"","signature":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":24,"headSize":564,"tweetSize":115,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":"93.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.03","exceedPercentage":"80.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":"93.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9983001747,"gmtCreate":1666102213889,"gmtModify":1676537706277,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983001747","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980591869,"gmtCreate":1665759591751,"gmtModify":1676537661153,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980591869","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912861464,"gmtCreate":1664800345458,"gmtModify":1676537510090,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912861464","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074553385,"gmtCreate":1658377076347,"gmtModify":1676536150316,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"Power la","listText":"Power la","text":"Power la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074553385","repostId":"1198482191","repostType":2,"repost":{"id":"1198482191","pubTimestamp":1658375462,"share":"https://ttm.financial/m/news/1198482191?lang=&edition=fundamental","pubTime":"2022-07-21 11:51","market":"us","language":"en","title":"Tesla Q2 Fair But Not Spectacular","url":"https://stock-news.laohu8.com/highlight/detail?id=1198482191","media":"Seeking Alpha","summary":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little dis","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Q2 revenues in line while earnings beat on Bitcoin sales.</li><li>Automotive margins were a little disappointing.</li><li>Production ramp to continue nicely in back half of the year.</li></ul><p>After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.</p><p>As I detailed in my earnings preview article, I wasn&#39;t going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1&#39;s one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.</p><p><img src=\"https://static.tigerbbs.com/8fa1c563724b0f9eaf8f641f9c1a5b9e\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Q2 Results (Author Estimates, Company Report)</p><p>While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla&#39;s gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.</p><p>On the operating side, Tesla&#39;s expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn&#39;t a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk&#39;s past comments about holding the cryptocurrency.</p><p>Tesla&#39;s non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I&#39;m not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I&#39;m guessing analysts will call this a &#34;better than feared&#34; quarter, but it wasn&#39;t exactly a blockbuster that bulls can really rally around.</p><p>On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla&#39;s cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla&#39;s days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.</p><p>Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that&#39;s despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.</p><p>Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn&#39;t give an explicit figure for this year in the letter.</p><p><img src=\"https://static.tigerbbs.com/ad4c881ae60c13cff4b7d44453ad349a\" tg-width=\"529\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>Q2 Installed Annual Capacity (Q2 Earnings Report)</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 Q2 Fair But Not Spectacular</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 Q2 Fair But Not Spectacular\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198482191","content_text":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.As I detailed in my earnings preview article, I wasn't going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1's one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.Tesla Q2 Results (Author Estimates, Company Report)While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla's gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.On the operating side, Tesla's expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn't a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk's past comments about holding the cryptocurrency.Tesla's non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I'm not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I'm guessing analysts will call this a \"better than feared\" quarter, but it wasn't exactly a blockbuster that bulls can really rally around.On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla's cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla's days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that's despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn't give an explicit figure for this year in the letter.Q2 Installed Annual Capacity (Q2 Earnings Report)","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074519291,"gmtCreate":1658371052913,"gmtModify":1676536149313,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074519291","repostId":"2253685766","repostType":2,"repost":{"id":"2253685766","pubTimestamp":1658369527,"share":"https://ttm.financial/m/news/2253685766?lang=&edition=fundamental","pubTime":"2022-07-21 10:12","market":"us","language":"en","title":"TSLA Stock Will Quickly Move on From Any Q2 Hit","url":"https://stock-news.laohu8.com/highlight/detail?id=2253685766","media":"InvestorPlace","summary":"Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the ","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) is about to report 2022 second-quarter earnings.</li><li>It hasn&#39;t been an easy quarter for the electric vehicle (EV) leader.</li><li>However, TSLA stock investors should already be looking ahead to the company&#39;s future.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) investors are getting ready for an important catalyst. After markets close today, the electric vehicle (EV) leader will report earnings for the second quarter of 2022. And while TLSA stock has been rising today on anticipation, Wall Street expects the company to report disappointing earnings.</p><p>It’s been a difficult season since TSLA skyrocketed past $1,000 per share just a few months ago. And while it’s true that production setbacks and supply chair constraints have compelled analysts to slash their price targets, investors shouldn’t be worried. TSLA stock can come roaring back in the coming months.</p><h2>What Q2 Earnings Mean for TSLA Stock</h2><p>Investors are already bracing for the inevitable. When Tesla reports earnings that don’t show clear growth, shares will fall. If anyone had any doubts that Tesla’s Q2 earnings would fall short, the company’s quarterly deliveries report should have quieted them. Despite reaching the “line in the sand” that Wedbush analyst Dan Ives said it needed to reach to satisfy Wall Street, TSLA reported the first decline in deliveries in several years.</p><p>Adding to the mix are the multiple production shutdowns that have hindered Tesla’s progress. The government-induced shutdowns that plagued Shanghai in April pushed TSLA stock down as production stalled. <i>Fast Company</i> reports that “according to some analyst estimates, each day of the shutdown could have cost Tesla 2,000 to 3,000 units of lost production, totaling up to 63,000 cars that were never delivered.”</p><p>Experts worried about what that meant for Q2 earnings, but Tesla still had more roadblocks to face. In early July, it paused production in both Shanghai and Berlin despite reaching new production records during the previous month. Shortly before halting production, Elon Musk referred to the Berlin and Austin gigafactories as “gigantic money furnaces.” It is hard not to remember those harsh words, as well as his “super bad feeling” about the economy.</p><p>Until Tesla reports earnings, it will be difficult to asses the severity of the effect of the factory shutdowns. But even if the report pushes TSLA stock down, investors have plenty of reason to be optimistic.</p><h2>The Road Ahead</h2><p>Multiple experts have indicated they foresee growth in Tesla’s future. Goldman Sachs recently stated, “We believe that the record production in June is a sign that Shanghai is ramping back up well and that the company made progress recently at its Berlin and Austin factories.”</p><p>Wall Street has more reason to expect Tesla to continue scaling production. The company has filed with the city of Austin to expand its Texas gigafactory with the goal of building more assembly lines. While no permit has been granted, Musk is clearly intent on pressing forward in the face of negative market momentum. <i>InvestorPlace’s</i> Louis Navellier recently described the problems facing Tesla as “temporary in nature.” Further elaborating, he stated:</p><blockquote>“They’re not anything that will impact the company’s long-term prospects. There may be concern that demand could take a hit in an economic slowdown. So far, though, falling demand hasn’t been an issue. What has hurt Tesla’s operating performance are issues with meeting this demand.”</blockquote><p>That’s certainly true, but if Tesla continues its efforts to scale production, it won’t have trouble meeting demand. Additionally, Navellier is right that EV demand isn’t falling. The Q2 earnings will reflect a difficult quarter, but they won’t mean TSLA stock can’t come roaring back.</p></body></html>","source":"investorplace","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>TSLA Stock Will Quickly Move on From Any Q2 Hit</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\">\nTSLA Stock Will Quickly Move on From Any Q2 Hit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the electric vehicle (EV) leader.However, TSLA stock investors should already be looking ahead to the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/\">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://investorplace.com/2022/07/tsla-stock-will-quickly-move-on-from-any-q2-hit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253685766","content_text":"Tesla (TSLA) is about to report 2022 second-quarter earnings.It hasn't been an easy quarter for the electric vehicle (EV) leader.However, TSLA stock investors should already be looking ahead to the company's future.Tesla (NASDAQ:TSLA) investors are getting ready for an important catalyst. After markets close today, the electric vehicle (EV) leader will report earnings for the second quarter of 2022. And while TLSA stock has been rising today on anticipation, Wall Street expects the company to report disappointing earnings.It’s been a difficult season since TSLA skyrocketed past $1,000 per share just a few months ago. And while it’s true that production setbacks and supply chair constraints have compelled analysts to slash their price targets, investors shouldn’t be worried. TSLA stock can come roaring back in the coming months.What Q2 Earnings Mean for TSLA StockInvestors are already bracing for the inevitable. When Tesla reports earnings that don’t show clear growth, shares will fall. If anyone had any doubts that Tesla’s Q2 earnings would fall short, the company’s quarterly deliveries report should have quieted them. Despite reaching the “line in the sand” that Wedbush analyst Dan Ives said it needed to reach to satisfy Wall Street, TSLA reported the first decline in deliveries in several years.Adding to the mix are the multiple production shutdowns that have hindered Tesla’s progress. The government-induced shutdowns that plagued Shanghai in April pushed TSLA stock down as production stalled. Fast Company reports that “according to some analyst estimates, each day of the shutdown could have cost Tesla 2,000 to 3,000 units of lost production, totaling up to 63,000 cars that were never delivered.”Experts worried about what that meant for Q2 earnings, but Tesla still had more roadblocks to face. In early July, it paused production in both Shanghai and Berlin despite reaching new production records during the previous month. Shortly before halting production, Elon Musk referred to the Berlin and Austin gigafactories as “gigantic money furnaces.” It is hard not to remember those harsh words, as well as his “super bad feeling” about the economy.Until Tesla reports earnings, it will be difficult to asses the severity of the effect of the factory shutdowns. But even if the report pushes TSLA stock down, investors have plenty of reason to be optimistic.The Road AheadMultiple experts have indicated they foresee growth in Tesla’s future. Goldman Sachs recently stated, “We believe that the record production in June is a sign that Shanghai is ramping back up well and that the company made progress recently at its Berlin and Austin factories.”Wall Street has more reason to expect Tesla to continue scaling production. The company has filed with the city of Austin to expand its Texas gigafactory with the goal of building more assembly lines. While no permit has been granted, Musk is clearly intent on pressing forward in the face of negative market momentum. InvestorPlace’s Louis Navellier recently described the problems facing Tesla as “temporary in nature.” Further elaborating, he stated:“They’re not anything that will impact the company’s long-term prospects. There may be concern that demand could take a hit in an economic slowdown. So far, though, falling demand hasn’t been an issue. What has hurt Tesla’s operating performance are issues with meeting this demand.”That’s certainly true, but if Tesla continues its efforts to scale production, it won’t have trouble meeting demand. Additionally, Navellier is right that EV demand isn’t falling. The Q2 earnings will reflect a difficult quarter, but they won’t mean TSLA stock can’t come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074207374,"gmtCreate":1658361993298,"gmtModify":1676536146294,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074207374","repostId":"2253761928","repostType":2,"repost":{"id":"2253761928","pubTimestamp":1658361644,"share":"https://ttm.financial/m/news/2253761928?lang=&edition=fundamental","pubTime":"2022-07-21 08:00","market":"us","language":"en","title":"Tesla (TSLA) Sold 75% of its Bitcoin Worth $936 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2253761928","media":"StreetInsider","summary":"According to the Q2 quarterly update, Tesla (NASDAQ: TSLA) has converted approximately 75% of its Bi","content":"<html><head></head><body><p>According to the Q2 quarterly update, Tesla (NASDAQ: TSLA) has converted approximately 75% of its Bitcoin purchases into fiat currency during the quarter, which added $936 million of cash to its balance sheet.</p><p>In early 2021, Tesla started to invest in Bitcoin after updating its investment policy to give the company more flexibility to further diversify and maximize returns on its cash that is not required to maintain adequate operating liquidity. The company invested a total of $1.50 billion in bitcoin under this policy.</p><p>The company’s balance sheet shows $218 million in digital assets as of the end of Q2, compared to $1.261 billion in digital assets as of the end of Q1.</p></body></html>","source":"highlight_streetinsider","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 (TSLA) Sold 75% of its Bitcoin Worth $936 Million</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 (TSLA) Sold 75% of its Bitcoin Worth $936 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20348677><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to the Q2 quarterly update, Tesla (NASDAQ: TSLA) has converted approximately 75% of its Bitcoin purchases into fiat currency during the quarter, which added $936 million of cash to its ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20348677\">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.streetinsider.com/dr/news.php?id=20348677","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253761928","content_text":"According to the Q2 quarterly update, Tesla (NASDAQ: TSLA) has converted approximately 75% of its Bitcoin purchases into fiat currency during the quarter, which added $936 million of cash to its balance sheet.In early 2021, Tesla started to invest in Bitcoin after updating its investment policy to give the company more flexibility to further diversify and maximize returns on its cash that is not required to maintain adequate operating liquidity. The company invested a total of $1.50 billion in bitcoin under this policy.The company’s balance sheet shows $218 million in digital assets as of the end of Q2, compared to $1.261 billion in digital assets as of the end of Q1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075190580,"gmtCreate":1658156922740,"gmtModify":1676536114059,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"[Smile]&nbsp;[Happy]&nbsp;","listText":"[Smile]&nbsp;[Happy]&nbsp;","text":"[Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075190580","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076428821,"gmtCreate":1657893971563,"gmtModify":1676536078351,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076428821","repostId":"2251458832","repostType":2,"repost":{"id":"2251458832","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657892220,"share":"https://ttm.financial/m/news/2251458832?lang=&edition=fundamental","pubTime":"2022-07-15 21:37","market":"hk","language":"en","title":"Elon Musk: Tesla Can Lower Prices 'if Inflation Calms Down'","url":"https://stock-news.laohu8.com/highlight/detail?id=2251458832","media":"Dow Jones","summary":"By Will Feuer \n\n\n \n\n\n  Tesla Inc. can lower prices for its cars \"if inflation calms down,\" Chief Exe","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  By Will Feuer \n</p>\n<pre>\n \n</pre>\n<p>\n  Tesla Inc. can lower prices for its cars \"if inflation calms down,\" Chief Executive Elon Musk said. \n</p>\n<p>\n  Mr. Musk's comments, made Friday in a tweet, come a month after Tesla last raised prices on some of its cars by as much as $6,000. Before that, Tesla raised prices in March, soon after Mr. Musk warned in a tweet that Tesla and his Space Exploration Technologies Corp., or SpaceX, \"are seeing significant recent inflation pressure in raw materials &amp; logistics.\" \n</p>\n<p>\n  Mr. Musk in April said that prices take into account monthslong wait lists for Tesla cars as well as expectations that costs will continue to rise. \n</p>\n<p>\n  \"It may seem like maybe we're being unreasonable about increasing the prices of our vehicles given that we had record profitability this quarter,\" Mr. Musk said on the company's quarterly earnings call. \"Our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we're aware of and believe will happen over the next six to 12 months.\" \n</p>\n<p>\n  Mr. Musk at the time said that if the company's expected cost increases didn't materialize, Tesla may slightly reduce prices. \n</p>\n<p>\n  Between 10% and 15% of Tesla's cost structure is exposed to swings in raw-materials prices, finance chief Zachary Kirkhorn said in April. \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Will Feuer at Will.Feuer@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 15, 2022 09:37 ET (13:37 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Elon Musk: Tesla Can Lower Prices 'if Inflation Calms Down'</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\">\nElon Musk: Tesla Can Lower Prices 'if Inflation Calms Down'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-15 21:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  By Will Feuer \n</p>\n<pre>\n \n</pre>\n<p>\n  Tesla Inc. can lower prices for its cars \"if inflation calms down,\" Chief Executive Elon Musk said. \n</p>\n<p>\n  Mr. Musk's comments, made Friday in a tweet, come a month after Tesla last raised prices on some of its cars by as much as $6,000. Before that, Tesla raised prices in March, soon after Mr. Musk warned in a tweet that Tesla and his Space Exploration Technologies Corp., or SpaceX, \"are seeing significant recent inflation pressure in raw materials &amp; logistics.\" \n</p>\n<p>\n  Mr. Musk in April said that prices take into account monthslong wait lists for Tesla cars as well as expectations that costs will continue to rise. \n</p>\n<p>\n  \"It may seem like maybe we're being unreasonable about increasing the prices of our vehicles given that we had record profitability this quarter,\" Mr. Musk said on the company's quarterly earnings call. \"Our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we're aware of and believe will happen over the next six to 12 months.\" \n</p>\n<p>\n  Mr. Musk at the time said that if the company's expected cost increases didn't materialize, Tesla may slightly reduce prices. \n</p>\n<p>\n  Between 10% and 15% of Tesla's cost structure is exposed to swings in raw-materials prices, finance chief Zachary Kirkhorn said in April. \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Will Feuer at Will.Feuer@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 15, 2022 09:37 ET (13:37 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251458832","content_text":"By Will Feuer \n\n\n \n\n\n  Tesla Inc. can lower prices for its cars \"if inflation calms down,\" Chief Executive Elon Musk said. \n\n\n  Mr. Musk's comments, made Friday in a tweet, come a month after Tesla last raised prices on some of its cars by as much as $6,000. Before that, Tesla raised prices in March, soon after Mr. Musk warned in a tweet that Tesla and his Space Exploration Technologies Corp., or SpaceX, \"are seeing significant recent inflation pressure in raw materials & logistics.\" \n\n\n  Mr. Musk in April said that prices take into account monthslong wait lists for Tesla cars as well as expectations that costs will continue to rise. \n\n\n  \"It may seem like maybe we're being unreasonable about increasing the prices of our vehicles given that we had record profitability this quarter,\" Mr. Musk said on the company's quarterly earnings call. \"Our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we're aware of and believe will happen over the next six to 12 months.\" \n\n\n  Mr. Musk at the time said that if the company's expected cost increases didn't materialize, Tesla may slightly reduce prices. \n\n\n  Between 10% and 15% of Tesla's cost structure is exposed to swings in raw-materials prices, finance chief Zachary Kirkhorn said in April. \n\n\n \n\n\n  Write to Will Feuer at Will.Feuer@wsj.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  July 15, 2022 09:37 ET (13:37 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071273411,"gmtCreate":1657547798033,"gmtModify":1676536023279,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071273411","repostId":"1164092479","repostType":2,"repost":{"id":"1164092479","pubTimestamp":1657553305,"share":"https://ttm.financial/m/news/1164092479?lang=&edition=fundamental","pubTime":"2022-07-11 23:28","market":"us","language":"en","title":"Tesla: The Last Bubble Standing","url":"https://stock-news.laohu8.com/highlight/detail?id=1164092479","media":"Seeking Alpha","summary":"SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.</li><li>Elon Musk’s diverted focus is not good news for AI and autonomous drive. He’s been selling stock hand-over-fist.</li><li>In the next recession, Tesla&#39;s earnings will likely decline, and the bubble will go &#34;pop.&#34; We&#39;ll dig into why we see a lost decade ahead for TSLA.</li></ul><p><b>The Thesis</b></p><p>Tesla (NASDAQ:TSLA) has captured the minds of investors the world over. The company has become more of a gambling machine than an investment; in 2021, TSLA was the most traded stock among retail investors.</p><p><img src=\"https://static.tigerbbs.com/1e3d4b7cda76da9b0147473895a518c9\" tg-width=\"1040\" tg-height=\"1088\" referrerpolicy=\"no-referrer\"/></p><p>Most Traded Stocks (Degiro)</p><p>So why is Tesla not crumbling entirely in the face of this bear market? Well, autos are still riding an all-time hot wave of sales, and investors aren&#39;t pricing in the cyclicality of earnings. In a deep recession, Tesla&#39;s earnings can and likely will decline, along with all other automakers. At which time, the air will come out of Tesla&#39;s stock.</p><p><b>Autos vs. Recession</b></p><p>Recessions get nasty for auto manufacturers. History has shown that it doesn&#39;t matter who you are, when big recessions hit, auto earnings not only decline but usually go negative in this capital-intensive industry. In 2009, auto manufacturers got absolutely crushed, reporting negative net income across the board:</p><p><img src=\"https://static.tigerbbs.com/178b4e4d53d206f47912083db8e6b7ea\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>You may ask, &#34;What about the recession of 2020?&#34; Well, 2020 was unlike any recession in the past. The government sent out so many stimulus checks, that consumers&#39; bank accounts actually ballooned. Combined with the lowest interest rates in 5000 years, buying a $50,000 car became more affordable than ever.</p><p><img src=\"https://static.tigerbbs.com/8dea3cc478a3fb47133524908183cc64\" tg-width=\"786\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/></p><p>Cash Balances of American Consumers (RSM)</p><p><b>Disconnected Management</b></p><p>As the bubble booms on, Elon Musk has beensellingTesla shares hand-over-fist, with excuses like this:</p><p><img src=\"https://static.tigerbbs.com/3740aa3afe71aa226eca83a1d035e273\" tg-width=\"1200\" tg-height=\"546\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk Tweet (Bloomberg)</p><p>This is not what we like to see from our CEO. To be fair to Musk, he did tweet this back in 2020, when the stock was at $140 per share:</p><p><img src=\"https://static.tigerbbs.com/7a940e22f55a558f3d8e8d882e91469a\" tg-width=\"602\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk Tweet (Quora)</p><p>TSLA currently has a 1% earnings yield on what is likely an industry peak. It appears to us that Elon&#39;s getting out.</p><p>With the proceeds, Musk is attempting to buy Twitter (TWTR) outright. Keep in mind that Musk is not only focusing his time and attention on this, but to SpaceX, which is arguably a more promising business. The space industry is projected to reach $1 trillion in revenue by 2040.</p><p><b>A Fundamental Look At Tesla&#39;s Growth</b></p><p>Tesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think this move would expand Tesla&#39;s market share. But from 2020 to 2021, Tesla&#39;s global market share actually shrank from17%to just under14%.</p><p>Competition is coming from everywhere. With a 14% market share, Tesla is more likely to lose share than to gain it. Companies like Honda (HMC) (OTCPK:HNDAF), BMW (OTCPK:BMWYY), Ford (F), GM (GM), Hyundai (OTCPK:HYMTF), Jaguar, Kia (OTCPK:KIMTF), Mazda (OTCPK:MZDAY) (OTCPK:MZDAF), Mercedes (OTCPK:DDAIF) (OTCPK:DMLRY), Mitsubishi, Nissan (OTCPK:NSANY) (OTCPK:NSANF), Stellantis (STLA), Subaru (OTCPK:FUJHY) (OTCPK:FUJHF), Toyota (TM) (OTCPK:TOYOF), Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), and Volvo (OTCPK:VOLAF) (OTCPK:VLVLY) (OTCPK:VOLVF) are all adding EVs to their lineups. Many of these companies have strong and entrenched brands and are partnering with EV titans like BYD (OTCPK:BYDDF). On top of that, they&#39;re producing EVs that are more affordable for the average consumer.</p><p><img src=\"https://static.tigerbbs.com/78163ed4a8e14f033b94ab5f7ab5ba04\" tg-width=\"664\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></p><p>Global EV Market Share (Statista)</p><p>Tesla&#39;s margins could also decrease. A cooler economy, increased competition, and used EVs coming online means the price of buying an EV could actually fall over time. Tesla&#39;s benefited from government credits, but these credits could dissipate now that EV companies like Tesla are profitable and highly valued.</p><p>To understand where Tesla is going, we need to understand where the industry is going. The number of electric vehicles sold globally is projected to grow at 17.5% per annum through to 2030. Tesla&#39;s energy business has grown revenue at21% per annum over the past 3 years.</p><p>95% of Tesla&#39;s revenue still comes from the automotive arm:</p><p><img src=\"https://static.tigerbbs.com/27d7141d89fbc6299c4d310ef0e3a6d2\" tg-width=\"1268\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>Tesla&#39;s Revenue Breakdown (2021 Annual Report)</p><p>Given the market share, margins, and industry risks, we estimate Tesla will simply match the growth of global EV sales, growing 17.5% per annum. The energy business should continue to grow and become profitable, which will partially make up for the issues cited above.</p><p><b>The Valuation</b></p><p>Our 2032 price target for TSLA is $683 per share, indicating a return of 0% per annum, with no dividends.</p><ul><li>Tesla has earnings of $7.78 per share, giving it a PE of nearly 100. If Tesla&#39;s EPS should grow at 17.5% per annum, we get 2032 earnings of $39 per share. While the typical car company trades at just 10x normalized earnings, Tesla continues to benefit from the transition to EVs, and should have a more prominent footprint in clean energy generation and storage in 2032. We&#39;ve applied a terminal multiple of 17.5x earnings, which is a 75% premium to the average car company. Remember, the auto business is cyclical, competitive, and prone to bankruptcy. It&#39;s difficult to justify a higher multiple unless our risks to the thesis play out.</li></ul><p><b>Risks To The Thesis</b></p><p>Tesla&#39;s future is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride-sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk&#39;s many grand ideas. When those revenues do materialize, the businesses are likely to be loss-making, much like TSLA&#39;s energy business thus far. Competition will be strong in these fields. Autonomous drive, for instance, has attracted competition from Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Uber (UBER), General Motors, Nvidia (NVDA), Baidu (BIDU), Ford, Aptiv (APTV), and Luminar Technologies (LAZR).</p><p><img src=\"https://static.tigerbbs.com/ee253b2e571ef4520e73af17cb9e1ee6\" tg-width=\"1280\" tg-height=\"1280\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Bot (Wired)</p><p>If Elon Musk&#39;s focus doesn&#39;t stray too much, the company could win in one or more of these fields, which would be a boon for long-term profits and Tesla&#39;s terminal multiple.</p><p>For more on the Tesla bull thesis, readers can review claims by Cathie Wood, who says the stock will quintuple in a few years.</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: The Last Bubble Standing</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: The Last Bubble Standing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.Elon Musk’s diverted focus is not good news for AI and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23\">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/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164092479","content_text":"SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.Elon Musk’s diverted focus is not good news for AI and autonomous drive. He’s been selling stock hand-over-fist.In the next recession, Tesla's earnings will likely decline, and the bubble will go \"pop.\" We'll dig into why we see a lost decade ahead for TSLA.The ThesisTesla (NASDAQ:TSLA) has captured the minds of investors the world over. The company has become more of a gambling machine than an investment; in 2021, TSLA was the most traded stock among retail investors.Most Traded Stocks (Degiro)So why is Tesla not crumbling entirely in the face of this bear market? Well, autos are still riding an all-time hot wave of sales, and investors aren't pricing in the cyclicality of earnings. In a deep recession, Tesla's earnings can and likely will decline, along with all other automakers. At which time, the air will come out of Tesla's stock.Autos vs. RecessionRecessions get nasty for auto manufacturers. History has shown that it doesn't matter who you are, when big recessions hit, auto earnings not only decline but usually go negative in this capital-intensive industry. In 2009, auto manufacturers got absolutely crushed, reporting negative net income across the board:Data by YChartsYou may ask, \"What about the recession of 2020?\" Well, 2020 was unlike any recession in the past. The government sent out so many stimulus checks, that consumers' bank accounts actually ballooned. Combined with the lowest interest rates in 5000 years, buying a $50,000 car became more affordable than ever.Cash Balances of American Consumers (RSM)Disconnected ManagementAs the bubble booms on, Elon Musk has beensellingTesla shares hand-over-fist, with excuses like this:Elon Musk Tweet (Bloomberg)This is not what we like to see from our CEO. To be fair to Musk, he did tweet this back in 2020, when the stock was at $140 per share:Elon Musk Tweet (Quora)TSLA currently has a 1% earnings yield on what is likely an industry peak. It appears to us that Elon's getting out.With the proceeds, Musk is attempting to buy Twitter (TWTR) outright. Keep in mind that Musk is not only focusing his time and attention on this, but to SpaceX, which is arguably a more promising business. The space industry is projected to reach $1 trillion in revenue by 2040.A Fundamental Look At Tesla's GrowthTesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think this move would expand Tesla's market share. But from 2020 to 2021, Tesla's global market share actually shrank from17%to just under14%.Competition is coming from everywhere. With a 14% market share, Tesla is more likely to lose share than to gain it. Companies like Honda (HMC) (OTCPK:HNDAF), BMW (OTCPK:BMWYY), Ford (F), GM (GM), Hyundai (OTCPK:HYMTF), Jaguar, Kia (OTCPK:KIMTF), Mazda (OTCPK:MZDAY) (OTCPK:MZDAF), Mercedes (OTCPK:DDAIF) (OTCPK:DMLRY), Mitsubishi, Nissan (OTCPK:NSANY) (OTCPK:NSANF), Stellantis (STLA), Subaru (OTCPK:FUJHY) (OTCPK:FUJHF), Toyota (TM) (OTCPK:TOYOF), Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), and Volvo (OTCPK:VOLAF) (OTCPK:VLVLY) (OTCPK:VOLVF) are all adding EVs to their lineups. Many of these companies have strong and entrenched brands and are partnering with EV titans like BYD (OTCPK:BYDDF). On top of that, they're producing EVs that are more affordable for the average consumer.Global EV Market Share (Statista)Tesla's margins could also decrease. A cooler economy, increased competition, and used EVs coming online means the price of buying an EV could actually fall over time. Tesla's benefited from government credits, but these credits could dissipate now that EV companies like Tesla are profitable and highly valued.To understand where Tesla is going, we need to understand where the industry is going. The number of electric vehicles sold globally is projected to grow at 17.5% per annum through to 2030. Tesla's energy business has grown revenue at21% per annum over the past 3 years.95% of Tesla's revenue still comes from the automotive arm:Tesla's Revenue Breakdown (2021 Annual Report)Given the market share, margins, and industry risks, we estimate Tesla will simply match the growth of global EV sales, growing 17.5% per annum. The energy business should continue to grow and become profitable, which will partially make up for the issues cited above.The ValuationOur 2032 price target for TSLA is $683 per share, indicating a return of 0% per annum, with no dividends.Tesla has earnings of $7.78 per share, giving it a PE of nearly 100. If Tesla's EPS should grow at 17.5% per annum, we get 2032 earnings of $39 per share. While the typical car company trades at just 10x normalized earnings, Tesla continues to benefit from the transition to EVs, and should have a more prominent footprint in clean energy generation and storage in 2032. We've applied a terminal multiple of 17.5x earnings, which is a 75% premium to the average car company. Remember, the auto business is cyclical, competitive, and prone to bankruptcy. It's difficult to justify a higher multiple unless our risks to the thesis play out.Risks To The ThesisTesla's future is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride-sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk's many grand ideas. When those revenues do materialize, the businesses are likely to be loss-making, much like TSLA's energy business thus far. Competition will be strong in these fields. Autonomous drive, for instance, has attracted competition from Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Uber (UBER), General Motors, Nvidia (NVDA), Baidu (BIDU), Ford, Aptiv (APTV), and Luminar Technologies (LAZR).Tesla Bot (Wired)If Elon Musk's focus doesn't stray too much, the company could win in one or more of these fields, which would be a boon for long-term profits and Tesla's terminal multiple.For more on the Tesla bull thesis, readers can review claims by Cathie Wood, who says the stock will quintuple in a few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071248910,"gmtCreate":1657546908330,"gmtModify":1676536023066,"author":{"id":"3576200971552042","authorId":"3576200971552042","name":"TradeXedarT","avatar":"https://community-static.tradeup.com/news/5487404dd40db685ae874197aafdca47","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576200971552042","authorIdStr":"3576200971552042"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>✈️","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>✈️","text":"$Tesla Motors(TSLA)$✈️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071248910","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}