Pinkspider
08-23

$Tesla Motors(TSLA)$  


Upside:

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

2/ EPS est trend likely to bottom 4Q

3/ Fed starts cutting int rates in Sept

4/ Higher FSD take rates/licensing deal

5/ $25K-$30K Compact launch FY’25

6/ Energy profits could 10x by 2030

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

8/ Optimus production begins FY’26

Downside:

1/ Judge McCormick likely to again reject Elon’s 2018 comp plan; DE Supreme Court timing 2025

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

3/ 10/10 robotaxi event unlikely to live up to its hype

4/ TSLA at highest P/E in two years

5/ Regulatory risk on FSD/Autonomy


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.

Report

Comment（2）

  • Top
  • Latest
  • flipzy
    ·08-27
    Tesla has a lot of potential, but we shouldn't overlook the risks and downsides.
    Reply
    Report
  • YueShan
    ·08-28
    Good⭐️⭐️⭐️
    Reply
    Report