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吉祥TC

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- 吉祥TC吉祥TC
  ·2023-10-28
  Middle East war is the long everlasting battle for centuries. Global stock markets will never collapse unless world war 3 happened.
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- 吉祥TC吉祥TC
  ·2023-06-28
  Good entry price below 100
  AMD: Buy Before It's Gone Again (Rating Upgrade)
  David Becker Advanced Micro Devices, Inc. (NASDAQ:AMD) investors who chased its attempted breakout after Nvidia Corporation's (NVDA) late May surge have been battered. Since my previous update, AMD ha
  AMD: Buy Before It's Gone Again (Rating Upgrade)
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- 吉祥TC吉祥TC
  ·2023-05-15
  $Tesla Motors(TSLA)$ back to 160 today. Sell Tesla now and switch to crowdstrike or alphabet.
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- 吉祥TC吉祥TC
  ·2023-05-03
  $Tesla Motors(TSLA)$ Tesla share move sideways and will continue downtrend as USA market any time could crash due to many negative factors. sell Tesla now and buy back if it hit $100.
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- 吉祥TC吉祥TC
  ·2023-04-27
  $Tesla Motors(TSLA)$ 2023 is not good year for TSLA. Don't expect miracles or magic from the CEO. The market conditions of USA is terribly worse. My advice sell Tesla and buy Meta platform and patiently will for $110 to arrive!
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- 吉祥TC吉祥TC
  ·2023-04-26
  $Tesla Motors(TSLA)$ To prevent further losses Sell sell sell Tesla and buy meta platform and Nvidia.
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- 吉祥TC吉祥TC
  ·2023-04-24
  The good times of Tesla is over! Many retailers are bleeding and losing confidence of it. It will not likely to recover in 2023 provided it has some positive news emerging. Advice to stay away till it reaches $110.
  Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat
  SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Te
  Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat
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- 吉祥TC吉祥TC
  ·2023-04-21
  $Tesla Motors(TSLA)$ [喷血] [惊吓] bad luck , shit luck for Tesla in 2023. Will re-enter at $110
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- 吉祥TC吉祥TC
  ·2023-04-20
  [流泪] [流泪] [心碎] [心碎] [弱] [弱] [看跌] [看跌]
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- 吉祥TC吉祥TC
  ·2023-04-20
  $Tesla Motors(TSLA)$ Tesla got barbecued liow. Don't scoop now wait till 110 best bargain price 。
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East war is the long everlasting battle for centuries. Global stock markets will never collapse unless world war 3 happened.","listText":"Middle East war is the long everlasting battle for centuries. Global stock markets will never collapse unless world war 3 happened.","text":"Middle East war is the long everlasting battle for centuries. Global stock markets will never collapse unless world war 3 happened.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/235250921328848","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4155609500141632","authorId":"4155609500141632","name":"Winwin3939","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"You can also set up companies in special administrative regions of Hong Kong if you have the opportunity","text":"You can also set up companies in special administrative regions of Hong Kong if you have the opportunity","html":"You can also set up companies in special administrative regions of Hong Kong if you have the opportunity"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192176799461512,"gmtCreate":1687948518314,"gmtModify":1687948522296,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good entry price below 100","listText":"Good entry price below 100","text":"Good entry price below 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192176799461512","repostId":"2346721865","repostType":2,"repost":{"id":"2346721865","pubTimestamp":1687945815,"share":"https://www.laohu8.com/m/news/2346721865?lang=&edition=full","pubTime":"2023-06-28 17:50","market":"us","language":"en","title":"AMD: Buy Before It's Gone Again (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2346721865","media":"Seeking Alpha","summary":"David Becker Advanced Micro Devices, Inc. (NASDAQ:AMD) investors who chased its attempted breakout after Nvidia Corporation's (NVDA) late May surge have been battered. Since my previous update, AMD ha","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Advanced Micro Devices buyers who chased its May surge have been punished. I cautioned previously that its valuation and price action were no longer constructive.</p></li><li><p>AMD has pulled back nearly 20% from its recent highs, creating another opportunity for investors to buy at more attractive levels.</p></li><li><p>AMD&#39;s AI ramp remains on track, with supply chain partners corroborating the optimism.</p></li><li><p>As such, investors who didn&#39;t manage to buy before the crazy surge are given another opportunity to get on board.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b643d9d19f5fcec93ca7aca10f7bac2\" alt=\"David Becker\" title=\"David Becker\" tg-width=\"750\" tg-height=\"499\"/><span>David Becker</span></p><p><strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) investors who chased its attempted breakout after Nvidia Corporation&#39;s (NVDA) late May surge have been battered. Since my previous update, AMD has significantly underperformed the S&amp;P 500 (SP500, SPX, SPY), as dip buyers likely took profit and rotated out.</p><p>It&#39;s a timely reminder for investors to consider risk/reward and price action when assessing entry opportunities. The pullback started in mid-June, as AMD&#39;s momentum was built into its highly anticipated AI event.</p><p>Wall Street analysts attempted to link the lack of a flagship customer for its newly-launched MI300 series AI chips to the selloff. However, AMD also assured investors that their AI accelerators are ready for sampling in Q3 before volume production in Q4. Hence, I assessed that the reasons cited likely aren&#39;t sufficient enough to justify the pullback.</p><p>Instead, my readers should recall my previous update, where I cautioned investors to be patient as AMD&#39;s valuation and price action were no longer constructive.</p><p>With the steep pullback as AMD fell nearly 20% from its mid-June highs, I believe it&#39;s a reasonable time for me to provide an update on whether the current levels are attractive.</p><p>I assessed that AMD&#39;s valuation is less aggressive than its frothy levels four weeks ago but still not undervalued. I gleaned that it seems, at best, fairly valued, which is also supported by Seeking Alpha Quant&#39;s valuation rating of &#34;C-.&#34;</p><p>However, with industry-leading growth, profitability, and momentum grades of &#34;A-,&#34; some investors could consider the opportunity in AMD as reasonable, despite its fair valuation.</p><p>I believe there are sufficient reasons for investors to pay closer attention to AMD&#39;s opportunities now. AMD highlighted that its AI chips are ready for ramp mode in Q4, suggesting that the company is confident of its roadmap in taking on market share leader Nvidia.</p><p>Moreover, supply chain sources also corroborate the confidence in CEO Dr. Lisa Su and her team as they are getting ready to support AMD&#39;s growth inflection in the final quarter.</p><p>Foundry partner Taiwan Semiconductor Manufacturing (TSM), or TSMC, is reportedly preparing for more CoWoS advanced packaging capacity, which is critical for the fabrication of the AI accelerators. DIGITIMES reported that TSMC&#39;s &#34;monthly CoWoS capacity is expected to increase from 8,000 wafers to 11,000 wafers in the second half of 2023.&#34; In addition, &#34;Nvidia and AMD are projected to absorb 70-80% of the capacity.&#34;</p><p>As such, TSMC&#39;s focus on ramping up its advanced packaging capacity for its design partners is critical, as there were suggestions that TSMC could lack sufficient ability to meet near-term AI chip demand needs. As such, it&#39;s possible that the elevated expectations over AMD and Nvidia&#39;s growth inflection could have been overstated, leading to a steeper pullback if the market anticipates the earnings accretion might not pan out in the second half.</p><p>Despite that, AMD&#39;s backend supply chain is reportedly optimistic about its ability to support AMD&#39;s AI chips and its 4th Gen EPYC processors. It was reported that &#34;AMD&#39;s backend supply chain is scheduled to start working on the new chips in July,&#34; which should align well with the company&#39;s production cadence and revenue accretion as guided.</p><p>Therefore, I believe it likely all boils down to the market&#39;s expectations of AMD&#39;s execution prowess in the second half through 2024 on whether the company could gain a more solid foothold in the AI chips market. There are concerns that the server market could see much slower shipment growth in 2023 compared to FY22. In addition, higher-priced AI servers could also lead to lower shipments, requiring revenue accretion to be focused on ASPs increases.</p><p>While AMD reportedly launched superior AI chip hardware specifications than Nvidia&#39;s H100, whether its open-source software ecosystem could compete effectively against Nvidia&#39;s proprietary approach remains to be seen. For now, I assessed that these uncertainties would likely dampen further upward re-rating on AMD&#39;s valuation. However, that also suggests that it could provide an attractive opportunity for high-conviction investors who have faith in AMD&#39;s execution in working out these challenges and gaining share against Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89d483fc030d21986dac4eabfe2fda6\" alt=\"AMD price chart (weekly) (TradingView)\" title=\"AMD price chart (weekly) (TradingView)\" tg-width=\"640\" tg-height=\"340\"/><span>AMD price chart (weekly) (TradingView)</span></p><p>AMD has retraced closer to its 20-week moving average or MA (red line), close to the $100 entry zone.</p><p>I expect more buyers to return at those levels, which should help to underpin AMD&#39;s buying sentiments. However, the aggressive buy zone could be lower if the tech rotation turns out to be more intense than expected. As such, investors should be prepared to average down further at lower levels.</p><p>Investors already with heavy/full exposure to AMD can consider adding at lower levels, while investors with little or no exposure should still find the $100 entry zone attractive.</p><p>With that, I upgrade my rating on AMD.</p><p><em>Rating: Buy (Revised from Hold).</em></p><p><em>Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","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>AMD: Buy Before It's Gone Again (Rating Upgrade)</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\">\nAMD: Buy Before It's Gone Again (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-28 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4613864-amd-buy-before-its-gone-again-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAdvanced Micro Devices buyers who chased its May surge have been punished. I cautioned previously that its valuation and price action were no longer constructive.AMD has pulled back nearly 20% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4613864-amd-buy-before-its-gone-again-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4526":"热门中概股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4503":"景林资产持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","AMD":"美国超微公司","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://seekingalpha.com/article/4613864-amd-buy-before-its-gone-again-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2346721865","content_text":"SummaryAdvanced Micro Devices buyers who chased its May surge have been punished. I cautioned previously that its valuation and price action were no longer constructive.AMD has pulled back nearly 20% from its recent highs, creating another opportunity for investors to buy at more attractive levels.AMD's AI ramp remains on track, with supply chain partners corroborating the optimism.As such, investors who didn't manage to buy before the crazy surge are given another opportunity to get on board.David BeckerAdvanced Micro Devices, Inc. (NASDAQ:AMD) investors who chased its attempted breakout after Nvidia Corporation's (NVDA) late May surge have been battered. Since my previous update, AMD has significantly underperformed the S&P 500 (SP500, SPX, SPY), as dip buyers likely took profit and rotated out.It's a timely reminder for investors to consider risk/reward and price action when assessing entry opportunities. The pullback started in mid-June, as AMD's momentum was built into its highly anticipated AI event.Wall Street analysts attempted to link the lack of a flagship customer for its newly-launched MI300 series AI chips to the selloff. However, AMD also assured investors that their AI accelerators are ready for sampling in Q3 before volume production in Q4. Hence, I assessed that the reasons cited likely aren't sufficient enough to justify the pullback.Instead, my readers should recall my previous update, where I cautioned investors to be patient as AMD's valuation and price action were no longer constructive.With the steep pullback as AMD fell nearly 20% from its mid-June highs, I believe it's a reasonable time for me to provide an update on whether the current levels are attractive.I assessed that AMD's valuation is less aggressive than its frothy levels four weeks ago but still not undervalued. I gleaned that it seems, at best, fairly valued, which is also supported by Seeking Alpha Quant's valuation rating of \"C-.\"However, with industry-leading growth, profitability, and momentum grades of \"A-,\" some investors could consider the opportunity in AMD as reasonable, despite its fair valuation.I believe there are sufficient reasons for investors to pay closer attention to AMD's opportunities now. AMD highlighted that its AI chips are ready for ramp mode in Q4, suggesting that the company is confident of its roadmap in taking on market share leader Nvidia.Moreover, supply chain sources also corroborate the confidence in CEO Dr. Lisa Su and her team as they are getting ready to support AMD's growth inflection in the final quarter.Foundry partner Taiwan Semiconductor Manufacturing (TSM), or TSMC, is reportedly preparing for more CoWoS advanced packaging capacity, which is critical for the fabrication of the AI accelerators. DIGITIMES reported that TSMC's \"monthly CoWoS capacity is expected to increase from 8,000 wafers to 11,000 wafers in the second half of 2023.\" In addition, \"Nvidia and AMD are projected to absorb 70-80% of the capacity.\"As such, TSMC's focus on ramping up its advanced packaging capacity for its design partners is critical, as there were suggestions that TSMC could lack sufficient ability to meet near-term AI chip demand needs. As such, it's possible that the elevated expectations over AMD and Nvidia's growth inflection could have been overstated, leading to a steeper pullback if the market anticipates the earnings accretion might not pan out in the second half.Despite that, AMD's backend supply chain is reportedly optimistic about its ability to support AMD's AI chips and its 4th Gen EPYC processors. It was reported that \"AMD's backend supply chain is scheduled to start working on the new chips in July,\" which should align well with the company's production cadence and revenue accretion as guided.Therefore, I believe it likely all boils down to the market's expectations of AMD's execution prowess in the second half through 2024 on whether the company could gain a more solid foothold in the AI chips market. There are concerns that the server market could see much slower shipment growth in 2023 compared to FY22. In addition, higher-priced AI servers could also lead to lower shipments, requiring revenue accretion to be focused on ASPs increases.While AMD reportedly launched superior AI chip hardware specifications than Nvidia's H100, whether its open-source software ecosystem could compete effectively against Nvidia's proprietary approach remains to be seen. For now, I assessed that these uncertainties would likely dampen further upward re-rating on AMD's valuation. However, that also suggests that it could provide an attractive opportunity for high-conviction investors who have faith in AMD's execution in working out these challenges and gaining share against Nvidia.AMD price chart (weekly) (TradingView)AMD has retraced closer to its 20-week moving average or MA (red line), close to the $100 entry zone.I expect more buyers to return at those levels, which should help to underpin AMD's buying sentiments. However, the aggressive buy zone could be lower if the tech rotation turns out to be more intense than expected. As such, investors should be prepared to average down further at lower levels.Investors already with heavy/full exposure to AMD can consider adding at lower levels, while investors with little or no exposure should still find the $100 entry zone attractive.With that, I upgrade my rating on AMD.Rating: Buy (Revised from Hold).Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970186373,"gmtCreate":1684160035493,"gmtModify":1684160038522,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>back to 160 today. Sell Tesla now and switch to crowdstrike or alphabet.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>back to 160 today. Sell Tesla now and switch to crowdstrike or alphabet.&nbsp;","text":"$Tesla Motors(TSLA)$ back to 160 today. Sell Tesla now and switch to crowdstrike or alphabet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970186373","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947647757,"gmtCreate":1683121349579,"gmtModify":1683121352630,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Tesla share move sideways and will continue downtrend as USA market any time could crash due to many negative factors. sell Tesla now and buy back if it hit $100.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Tesla share move sideways and will continue downtrend as USA market any time could crash due to many negative factors. sell Tesla now and buy back if it hit $100.","text":"$Tesla Motors(TSLA)$ Tesla share move sideways and will continue downtrend as USA market any time could crash due to many negative factors. sell Tesla now and buy back if it hit $100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947647757","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947366412,"gmtCreate":1682585671437,"gmtModify":1682585676933,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>2023 is not good year for TSLA. Don't expect miracles or magic from the CEO. The market conditions of USA is terribly worse. My advice sell Tesla and buy Meta platform and patiently will for $110 to arrive!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>2023 is not good year for TSLA. Don't expect miracles or magic from the CEO. The market conditions of USA is terribly worse. My advice sell Tesla and buy Meta platform and patiently will for $110 to arrive!","text":"$Tesla Motors(TSLA)$ 2023 is not good year for TSLA. Don't expect miracles or magic from the CEO. The market conditions of USA is terribly worse. My advice sell Tesla and buy Meta platform and patiently will for $110 to arrive!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947366412","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947972485,"gmtCreate":1682518216248,"gmtModify":1682518219299,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>To prevent further losses Sell sell sell Tesla and buy meta platform and Nvidia.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>To prevent further losses Sell sell sell Tesla and buy meta platform and Nvidia.&nbsp;","text":"$Tesla Motors(TSLA)$ To prevent further losses Sell sell sell Tesla and buy meta platform and Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9947972485","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":5,"crmLevelSwitch":1},"content":"And this is how people buy high and sell low...","text":"And this is how people buy high and sell low...","html":"And this is how people buy high and sell low..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947010267,"gmtCreate":1682338895460,"gmtModify":1682338899999,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"The good times of Tesla is over! Many retailers are bleeding and losing confidence of it. It will not likely to recover in 2023 provided it has some positive news emerging. Advice to stay away till it reaches $110.","listText":"The good times of Tesla is over! Many retailers are bleeding and losing confidence of it. It will not likely to recover in 2023 provided it has some positive news emerging. Advice to stay away till it reaches $110.","text":"The good times of Tesla is over! Many retailers are bleeding and losing confidence of it. It will not likely to recover in 2023 provided it has some positive news emerging. Advice to stay away till it reaches $110.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947010267","repostId":"1156592135","repostType":2,"repost":{"id":"1156592135","pubTimestamp":1682349742,"share":"https://www.laohu8.com/m/news/1156592135?lang=&edition=full","pubTime":"2023-04-24 23:22","market":"us","language":"en","title":"Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat","url":"https://stock-news.laohu8.com/highlight/detail?id=1156592135","media":"Seekingalpha","summary":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Te","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla&#39;s earnings release for Q1&#39;23 resulted in a 10% share price drop.</p></li><li><p>After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.</p></li><li><p>Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p style=\"text-align: left;\">After <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company&#39;s shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla&#39;s shares have seen new selling pressure related to Tesla&#39;s Q1&#39;23 earnings release and Elon Musk&#39;s comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1&#39;23. I believe new market fears about Tesla offer a great new entry into Tesla&#39;s shares, at a much more attractive valuation!</p><h2 style=\"text-align: left;\">Tesla misses on Q1&#39;23 earnings</h2><p style=\"text-align: left;\">Tesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4bde5788aad388971ca850851ea421\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"252\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Operating margins may further erode if Tesla continues to lower prices to drive demand and revenue growth</h2><p style=\"text-align: left;\">One major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla&#39;s pricing strategy, indicating that the company may further lower prices in order to grow revenues.</p><p style=\"text-align: left;\">Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla&#39;s revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1&#39;23, showing just about 24% growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5330f8ddfefa09619e74582f829286f\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Tesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla&#39;s aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company&#39;s short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla&#39;s margins are also at risk of further eroding if Tesla follows through with this strategy: the company&#39;s GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1&#39;23, showing a decline of nearly 10 PP.</p><p style=\"text-align: left;\">Tesla&#39;s operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a057fc3860276d87e9d988da140350e\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"201\"/><span>Source: Tesla</span></p><p style=\"text-align: left;\">Tesla&#39;s operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1&#39;20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company&#39;s most popular EV models on a global basis. The broader auto industry is looking at average operating margins.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc0f571ada9aa2b8f23a4485564c472\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"494\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Tesla is attractively valued again</h2><p style=\"text-align: left;\">I must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla&#39;s aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.</p><p style=\"text-align: left;\">Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla&#39;s Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts&#39; top line estimates.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45267019e1945f4058d269c50e8d760a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Based off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company&#39;s 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c569afaf180d39d2dad51061e24c0df1\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Compared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9542f6d59734b846effcfe01362a716\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Risks with Tesla</h2><p style=\"text-align: left;\">The biggest commercial risk for Tesla right now is that the company&#39;s operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla&#39;s profitability.</p><h2 style=\"text-align: left;\">Final thoughts</h2><p style=\"text-align: left;\">I believe investors should see last week&#39;s 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.</p></body></html>","source":"seekingalpha","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: Buy The Fear, Sell The Hype, Rinse And Repeat</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: Buy The Fear, Sell The Hype, Rinse And Repeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to...</p>\n\n<a href=\"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat\">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/4595961-tesla-buy-fear-sell-hype-rinse-repeat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156592135","content_text":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.Tesla Shanghai GigafactoryAfter Tesla's valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company's shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla's shares have seen new selling pressure related to Tesla's Q1'23 earnings release and Elon Musk's comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1'23. I believe new market fears about Tesla offer a great new entry into Tesla's shares, at a much more attractive valuation!Tesla misses on Q1'23 earningsTesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.Source: TeslaOperating margins may further erode if Tesla continues to lower prices to drive demand and revenue growthOne major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla's pricing strategy, indicating that the company may further lower prices in order to grow revenues.Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla's revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1'23, showing just about 24% growth.Data by YChartsTesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla's aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company's short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla's margins are also at risk of further eroding if Tesla follows through with this strategy: the company's GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1'23, showing a decline of nearly 10 PP.Tesla's operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.Source: TeslaTesla's operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1'20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company's most popular EV models on a global basis. The broader auto industry is looking at average operating margins.Source: TeslaTesla is attractively valued againI must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla's aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla's Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts' top line estimates.Data by YChartsBased off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company's 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.Data by YChartsCompared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.Data by YChartsRisks with TeslaThe biggest commercial risk for Tesla right now is that the company's operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla's profitability.Final thoughtsI believe investors should see last week's 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944708372,"gmtCreate":1682076807997,"gmtModify":1682076946721,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>[喷血]&nbsp;[惊吓]&nbsp;bad luck , shit luck for Tesla in 2023. Will re-enter at $110","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>[喷血]&nbsp;[惊吓]&nbsp;bad luck , shit luck for Tesla in 2023. Will re-enter at $110","text":"$Tesla Motors(TSLA)$ [喷血] [惊吓] bad luck , shit luck for Tesla in 2023. Will re-enter at $110","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944708372","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944431672,"gmtCreate":1681997757997,"gmtModify":1681997762710,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[心碎]&nbsp;[心碎]&nbsp;[弱]&nbsp;[弱]&nbsp;[看跌]&nbsp;[看跌]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[心碎]&nbsp;[心碎]&nbsp;[弱]&nbsp;[弱]&nbsp;[看跌]&nbsp;[看跌]&nbsp;","text":"[流泪] [流泪] [心碎] [心碎] [弱] [弱] [看跌] [看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944431672","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944547258,"gmtCreate":1681968119175,"gmtModify":1681968122666,"author":{"id":"4101090498243360","authorId":"4101090498243360","name":"吉祥TC","avatar":"https://community-static.tradeup.com/news/06f173ae2c7f8e208e77495cd9e0ac6a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Tesla got barbecued liow. Don't scoop now wait till 110 best bargain price 。&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Tesla got barbecued liow. Don't scoop now wait till 110 best bargain price 。&nbsp;","text":"$Tesla Motors(TSLA)$ Tesla got barbecued liow. Don't scoop now wait till 110 best bargain price 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944547258","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}