To The Moon

$Tesla Motors(TSLA)$ delivered about 387k vehicles and produced about 433k vehicles in 1Q24. This deliveries were well below analysts' reduced estimate. It is hard to believe FY2024 deliveries are still at the consensus of 1.98 mn (+9.5% yoy).I have noticed that Tesla's inventory has reached a record high. Tesla added a whopping 46.6K units to inventory in Q1, despite it having been reduced production in March.According to some famous bloggers in X, Tesla had more than 150K units on hand. I believe it's probably between 140K and 150K.Assuming 75 selling days in 1Q, then the inventory turnover days are probably near 30 days, vs. 15-16 days one year ago. This would affect the company's operating cash flow in Q1.Comparing the inventory data and its s

$Tesla Motors(TSLA)$ is expected to release its Q1 2024 delivery numbers on Tuesday, April 2, Eastern Time. Previously, the consensus was 468,000 to 479,000 vehicles, which is slightly down quarter-to-quarter, but still up year-over-year. Analysts recently lowered their expectations to the range of 425,000 to 440,000. For the fourth quarter of 2023, the delivery data was 495,000, while for the first quarter of 2023, it was 441,000. This means that the latest forecasted data would show a decline both year-on-year and quarter-on-quarter.Tesla's stock price has rebounded recently. However, the Q1 delivery data will be a watershed moment, determining whether the stock price will go to 150 or rebound to 200. I have compiled the latest expectations for

Morgan Stanley cut $Tesla Motors(TSLA)$’s price target to $320. Here are the reasons.Tesla’s product is relatively aged.EV demand is decelerating in key markets.China EV market is over-supplied, seeing a barrage of price cuts.Hybrids renaissance – emerging as a real competitor to EVs.Morgan Stanley expects Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red.Cut the unit volumes to under 2mm units, implying just over 10% YoY growth.Reduced Auto gross margin to 11.4% vs. 13.2% (ex ZEV) previously with a 2Q trough of 9.9%.Reduced GAAP OP margin to 3.7% (troughing at 2.2% in 1Q) .Mor

$英伟达(NVDA)$ Morgan Stanley &Goldman Sachs raise NVDA target price to $795 & $875, share the key notes here`

$NASDAQ(.IXIC)$ tumbled again. The options of $Activision Blizzard(ATVI)$  seems a safe-harbour at that time. I opened the sell put option of$ATVI 20220204 80.0 PUT $ last night. We can rolls over ATVI's options to earn premium until the deal is officially completed. However, it is also important to be aware of the risk of the deal failure, and you should reserve enough money to exercise the option if the stock price fall below the strike price, which is 

Dear Tigers, On behalf of Tiger Team, we would like to say thank you for being loyal customers. It has been a pleasure serving you and supplying you with Tiger Trade, and we hope that we can have the pleasure of providing for you for many more years to come. Tiger Brokers is a leading online brokerage firm that has always focused on creating a better shared future. Since its inception seven years ago, it has been actively seeking ways to improve people’s equal access to global investing through cutting-edge technologies. This time, we are collaborating with WWF-Singapore to help remind the world that tigers matter. The 2022 Calendar exhibits the unique ecosystems of 13 different Tiger habitats as well as current conservation efforts through a series of artistic vignettes. Tigers play an im

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