Summary - 07/24/2024$Tesla Mot-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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07-24

Summary - 07/24/2024$Tesla Motors(TSLA)$

Upside:

1/ EV adoption +20%-25% per yr

2/ EPS est trend likely to bottom 4Q

3/ Fed starts cutting int rates in 2024

4/ Higher FSD take rates/licensing deal

5/ $25K-$30K Compact launch FY’25

6/ Energy profits could 10x by 2030

7/ Likely first to market with unsupervised generalized robotaxi FY’25

8/ Optimus production begins FY’26

Downside:

1/ Judge McCormick may not ratify comp plan; DE Supreme Court timing uncertain

2/ Auto gross margins ex-reg credits may not have bottomed

3/ TSLA at highest P/E in two years

4/ Regulatory risk on FSD/Autonomy

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JohnMitchell
·07-25
Regulatory risks on FSD/Autonomy are a concern. [Concerned] [What]
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MartinBrown
·07-25
Great analysis
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DE Supreme Court timing uncertain</p>\n<p>2/ Auto gross margins ex-reg credits may not have bottomed </p>\n<p>3/ TSLA at highest P/E in two years </p>\n<p>4/ Regulatory risk on FSD/Autonomy</p></body></html>","htmlText":"<html><head></head><body><p>Summary - 07/24/2024<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>Upside:</p>\n<p>1/ EV adoption +20%-25% per yr</p>\n<p>2/ EPS est trend likely to bottom 4Q</p>\n<p>3/ Fed starts cutting int rates in 2024</p>\n<p>4/ Higher FSD take rates/licensing deal</p>\n<p>5/ $25K-$30K Compact launch FY’25</p>\n<p>6/ Energy profits could 10x by 2030</p>\n<p>7/ Likely first to market with unsupervised generalized robotaxi FY’25 </p>\n<p>8/ Optimus production begins FY’26</p>\n<p>Downside:</p>\n<p>1/ Judge McCormick may not ratify comp plan; DE Supreme Court timing uncertain</p>\n<p>2/ Auto gross margins ex-reg credits may not have bottomed </p>\n<p>3/ TSLA at highest P/E in two years </p>\n<p>4/ Regulatory risk on FSD/Autonomy</p></body></html>","text":"Summary - 07/24/2024$Tesla Motors(TSLA)$ Upside: 1/ EV adoption +20%-25% per yr 2/ EPS est trend likely to bottom 4Q 3/ Fed starts cutting int rates in 2024 4/ Higher FSD take rates/licensing deal 5/ $25K-$30K Compact launch FY’25 6/ Energy profits could 10x by 2030 7/ Likely first to market with unsupervised generalized robotaxi FY’25 8/ Optimus production begins FY’26 Downside: 1/ Judge McCormick may not ratify comp plan; 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