Q1 is always when TSLA hits lows. If its hitting new lows in...
Q1 is always when TSLA hits lows. If its hitting new lows in Q3 I'd be concerned.
Entire auto industry has been under pressure, especially EV's. I'd argue that despite its CEO image issues and all the news around the Comp fiasco, they are still in a much better position to capture market share then most of their US competitors and their Chinese comp will not be allowed to dump cheap imports into the US as a matter of policy. Over the next year they have deals starting with most US manufacturers to share superchargers which will add up to 20B in revenues with really high margin & input costs on batteries are headed back down which will help margins on both the auto and energy segments.
Entire auto industry has been under pressure, especially EV's. I'd argue that despite its CEO image issues and all the news around the Comp fiasco, they are still in a much better position to capture market share then most of their US competitors and their Chinese comp will not be allowed to dump cheap imports into the US as a matter of policy. Over the next year they have deals starting with most US manufacturers to share superchargers which will add up to 20B in revenues with really high margin & input costs on batteries are headed back down which will help margins on both the auto and energy segments.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
