4/22 (Mon) results are $142.05 (-3.40%) ⤵️
Whereas US stocks as a whole rebounded and rose, Tesla continued its downward trend. The reason behind Tesla's reduction is that the price of the Model Y, X, and S was cut by 2,000 dollars each in the US and China last weekend, and the bulk purchase price of the FSD was also reduced by about one-third from 12,000 dollars to 8,000 dollars.
Also, the visit to India, which the market had anticipated, was postponed, and the announcement of the new factory was carried over. I think this also led to disappointing sales.
Tomorrow will finally be the Q1 financial results. Since the decline in business performance is obvious, I think the focus of the market will rather be guidance (future earnings forecasts) and the presence or absence of new information announcements. Also, pay attention to Elon's mood at the announcement of his earnings. I'm praying Elon doesn't activate Devil Mode
$Tesla(TSLA.US)$

Major US EVs $Tesla(TSLA.US)$Is4/24 5:00 Japan timeupon2024 Q1 financial results are scheduled to be announced。
According to market consensus, Tesla's first quarter sales compared to the same period last year$22.521 billion, down 3.46%, EPS compared to the same period last year$0.44, down 39.48%It is expected.
Tesla in 2024 had a rough start. A decrease in the number of car deliveries was expected to drag profits, and intentions such as personnel cuts due to sluggish demand and intensifying competition were also conveyed. Due to a series of bad news in recent months, Tesla's stock price has fallen by nearly 40% year to date, making it the worst performing major stock this year.
Due to the decline in demand for electric vehicles in general and the intensification of competition from China, the company's quarterly profit declined 40% from the same period last year in the 23/Q4 financial results reported in January, and sales growth also stopped at 3%, which is lower than expected. Also, the number of car deliveries in the first quarter, which was revealed at the beginning of the month, declined sharply compared to the same period last year, which is a nightmare figure for the company. The EV giants are facing a difficult year.
Slowing EV demand and shrinking profit margins
The number of car deliveries for the first quarter announced by Tesla on the 2nd of this monthSame year as last year...

The result of 4/18 (Thu) is $149.93 (-3.55%) ⤵️
It's finally less than $150... Many Wall Street investors have made a decision to lower Tesla's evaluation in response to Elon Musk, who showed a policy shift to focus on robo-taxis rather than small model development.
I have a feeling that the results of next week's Q1 results will not be quite good, but what bothers me the most is Elon Musk's remarks and mood during the financial results call. Tesla has this, but I think Tesla's stock price will move significantly in a short period of time due to Elon's attitude rather than the performance itself.
$Tesla(TSLA.US)$

Shocking news has jumped in!! When Tesla announces robo-taxis on 8/8, Elon Musk posted on X. The stock price has risen 3% after that.
$Tesla(TSLA.US)$

$TSLA The number of Q1 car deliveries will finally be announced tomorrow.
I've summarized analyst predictions and results for the past 4 quarters, and stock price movements for the next day.
Despite the fact that the previous 2023-Q4 car deliveries slightly exceeded analysts' expectations, the stock price fell 4% the next day ⤵️
Q3 2013 fell short of about 20,000 units as predicted by analysts, but the next day the stock price rose by about 0.5%.
The prevailing view is that the number of cars delivered in Q1 of '24 will fall short of expectations this time, so even if the results fall below expectations, like last year's Q3, stock prices may not be affected that much.
However, I think the problem is how much of a gap there is between the expected number of units and the results. If the error is about 20,000 units, the stock price will not drop that far, and conversely, if 10,000 units or more are positive, there may be a surprise rise.
My prediction is that it is estimated to be around 405,000 to 420,000 units, but what will the results really be? Let's keep an eye out for tomorrow's Tesla announcement.
$Tesla(TSLA.US)$

Tesla stock results on 3/27 (Tue) were $177.67 (+2.92%) 😊
Tesla stocks soared last night when news by Elon Musk that “a 1-month free trial of FSD will be offered to all US Tesla owners starting this week” was well received by investors.
At one point, there were situations where it exceeded +6%, but since it was the end of the month, overall sales of US stocks became strong, and Tesla was also sold. Still, it was good that it rose close to +3%.
The number of Chinese insurance registrations announced yesterday was 13,200 units, which was lower than expected, but it did not have a significant impact on stock prices.
For some time to come, Tesla stock prices are likely to be a tug-of-war between selling and buying due to two factors: FSD and unit sales volume.
$Tesla(TSLA.US)$

The result of 3/21 (Thu) is $172.82 (-1.62%) ⤵️
It was positive before the market, but it was sold after the market started and eventually closed at -1.62% compared to the previous day. At the FOMC in March, the Fed maintained a policy of cutting interest rates three times a year, and the 2024 GDP was also drastically revised upward, so expectations for a soft landing are growing in the market.
As expected by the market, if interest rate cuts are implemented from June, automobile & EV brands, including Tesla, should be bought out of expectations for a recovery in performance. There is a high possibility that positive events will occur for Tesla around June, such as drastic improvements to FSD and the announcement of a new roadster.
The results announced in April are likely to fall short of expectations, but the toughest phase for Tesla is until April, and I think performance and stock prices will recover from there.
First of all, I would like Tesla to do its best to increase the number of units sold this month even slightly, even in the sense of weakening the negative impact of the Q1 financial results.
$Tesla(TSLA.US)$

As for the latest status of Tesla's autonomous driving system FSD12.3, which I explained on YouTube the other day, there are signs that the realization of autonomous driving will be realized within a few years if improvements accelerate further.
Here are the results of a rough trial calculation of how much stock prices will be boosted if Tesla completes an autonomous driving system.
If 1 million units are equipped with FSD, the stock price will be +$30 to $60 ⤴️
If FSD is installed in 2 million units, the stock price will be +$62 to $125 ⤴️
If FSD is installed in 10 million units, the stock price will be +$312 to $625 ⤴️
The result was such a shock.
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