Tesla -12% Did you buy the dip?

Here are the positive reasons investors should consider buying$Tesla Motors(TSLA)$   -10% today:

1/ Elon reaffirmed that the more affordable ($25-$30K) TSLA vehicle will start deliveries in 2025/1H. This is classic TAM expansion by leveraging a premium brand to lower-price segments. Elon was deliberately vague to prevent Osborne effect on more expensive models.

2/ Robotaxi event on 10/10 will instill confidence in investors that TSLA will be first to introduce generalized unsupervised FSD.

3/ TSLA Energy business continues to soar: TSLA 2Q Energy gross profits increased +200% vs 2023/2Q. In 2Q Energy was 16% of TSLA gross profits vs 11% in 1Q.

4/ We expect at least one other OEM will give up on autonomy and instead license TSLA’s FSD technology.

5/ While auto gross margins ex-reg FD hit new 36-month lows in 2Q, the switch to 0-2% financing deals instead of further price cuts is positive (loan rate buy downs can be reversed any time, doesn’t hurt residual values, doesn’t train consumers to wait for more deals).

6/ Auto gross margins still being negatively impacted by Cybertruck ramp. By 2025 when CT is delivering 25K trucks/qtr (11K in 2Q), TSLA CT should be able to turn a profit.

7/ China 3Q sales are off to their best start in 5 quarters, as TSLA China extended its 0% financing promotion.

8/ Once the Fed starts cutting rates (100% odds implied for Sept), long duration (high P/E stocks) should respond the most, assuming we’re not headed into recession.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • glowzi
    ·07-25
    TOP

    Buy under 200 sell over 300, easy peasy

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  • frosti
    ·07-25
    TOP

    this company is immune to whatever political targeting no matter who wins. $500 soon!

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  • dimpy
    ·07-25
    TOP

    Cathy Woods is buying more Tesla, you know what that means 📈 better cover shorties!!!!

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    • Pinkspider
      Not sure about that .. might be another round of correction before rise too much uncertainty for the election . Bitcoin is down too . Will surely get in 200-210 though
      07-25
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  • vippy
    ·07-25
    TOP

    $320 will be here before you know it, easy swing trade

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  • bubblyx
    ·07-25

    Going straight to $180 before we see any bounces. I also said we would go straight to $260 back when we broke $220 3 weeks ago.

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  • twinkle5
    ·07-25

    My target at $205, if still fall, then at $185

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  • chipzzy
    ·07-25
    Great analysis
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