To The Moon

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7/15

$NVIDIA Corp(NVDA)$ Share·· [PPT] NVIDIA Annual Stockholder Meeting 2024

$Alibaba(BABA)$ announced the pricing of a private offering of $4.5 billion in 0.50% Convertible Senior Notes due 2031.I am very interested in “capped call transactions”. Let's have a quick look together. Key details are:Offering Details:Total: $4.5 billion (with an option to purchase an additional $500 million).Maturity: June 1, 2031.Interest: 0.50% per year, payable semi-annually.Conversion: The notes can be converted into cash, ADSs, or a combination thereof, at Alibaba's discretion.Conversion Rate: Initially 9.5202 ADSs per $1,000 principal, equivalent to a $105.04 conversion price per ADS, a 30% premium over the $80.80 closing price on May 23, 2024.Use of Proceeds:Estimated net proceeds: $4.436 billion (or $4.93 billion if the option is fully

$游戏驿站(GME)$ roaring tiger

$游戏驿站(GME)$ roaring tiger

$Tesla Motors(TSLA)$ 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`