The last 2 headwinds are inaccurate when we look forward int...
The last 2 headwinds are inaccurate when we look forward into H2.
- Peak interest rates + cuts to be done by Fed: We are currently at peak interest rates and Tesla continues to show growth. With the imminent rate cuts from the Fed, Tesla will only perform better than today.
- Tunnel vision on strategy: Wall Street is expecting the $25K compact car, which Elon says will come in 2025. However, everyone knows software is the best direction as it is a high maring, recurring revenue. That is why every company is going that direction (Eg. Apple). Tesla just released FSD V12.3 which users have high praises for it and 0 interventions on roads that had proven difficult for previous versions. The priority should be on FSD and the computing power of Tesla to process and train its AI.
As you continue reading the article, you can see Wall Streets have a mix of bulls and bears. However, google their win rate and you will know who you should listen. Even a monkey can beat the stock market, soooooo….
https://www.forbes.com/sites/rickferri/2012/12/20/any-monkey-can-beat-the-market/
- Peak interest rates + cuts to be done by Fed: We are currently at peak interest rates and Tesla continues to show growth. With the imminent rate cuts from the Fed, Tesla will only perform better than today.
- Tunnel vision on strategy: Wall Street is expecting the $25K compact car, which Elon says will come in 2025. However, everyone knows software is the best direction as it is a high maring, recurring revenue. That is why every company is going that direction (Eg. Apple). Tesla just released FSD V12.3 which users have high praises for it and 0 interventions on roads that had proven difficult for previous versions. The priority should be on FSD and the computing power of Tesla to process and train its AI.
As you continue reading the article, you can see Wall Streets have a mix of bulls and bears. However, google their win rate and you will know who you should listen. Even a monkey can beat the stock market, soooooo….
https://www.forbes.com/sites/rickferri/2012/12/20/any-monkey-can-beat-the-market/
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