TSLA - My POV
Pros:
- ahead of its competiton. its true that there are many EV players in the market. but tsla has a moat and the technology that surpasses that of its competitors. i foresee an ecosystem that they will create which will secure their market share ( think apple - its so seamless that the switching cost to android is high for their users )
- visionary but controversial CEO that keeps making erratic moves. ( the good thing is if Elon Musk sells more shares, his tight control over TSLA shares will weaken to a point where his actions will have less impact on the stock price in future ) if you believe in TSLA, wont you want a scenerio where one person’s actions dont really affect the stock price much ?
- EVs are here to stay. unless the world decides to ditch cleaner energy for fossil fuel completely
- FSD and AI, TSLA is on track to be the first car company to achieve this
- China ditching their zero covid policy ( this is good for TSLA as finally they can start operations in china again )
Cons:
- premium price may cause potential customers to switch to cheaper brands
- Elon Musk might offend some govts due to his behaviour and that may decide to ban TSLA in their country
- US govt esp the old POTUS prefers legacy automakers and creating roadblocks for TSLA
- the TWTR hostile takeover has a chance of backfiring on Musk and may inevitably drag TSLA down
what will i do:
1. buy price target at $120-145
2. no falling in love with the stock, recognise facts as facts no sugar coating, no self consolation and no hate
3. dont fight the FED
thats all
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Thomas 86 : It’s good that Elon musk took on a social media platform… I believe he has more plans for the future… he may just take 1 of every industry…
Peter Zhang : for sure he got plans as he sold some share to raise cash. the question is did us have a plan?
SPACELIGHT : Fortune teller doing a card reading