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I closely follow Tesla as I had short positions and will probably re-open them. Made a good chunk of change (was a Tesla long a few years back). The baseline of the stock was ~170$/share on shit deliveries for 2024 and a vague promise of FSD getting to level 4 in the near future and a cheaper model to sustain the growth in 2025-2026. Reuters news came out, stock dropped, Elon corrected the news and the stock seemed to recover. Then the news about layoffs came, senior executives leaving and the s...
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$NIO Inc(NIO.US$ a sneak into the future of NIO 2028
3 brands 2 million deliveries/yr
7 to 10 Swap Partners
50 million swaps per month
2 million NIO phones/yr
Also, NIO Life NIO Services and NIO Power will take on a life of their own. Patience, my friends
3 brands 2 million deliveries/yr
7 to 10 Swap Partners
50 million swaps per month
2 million NIO phones/yr
Also, NIO Life NIO Services and NIO Power will take on a life of their own. Patience, my friends
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After 7 years, Tesla’s head of Investor Relations announces his resignation after earnings call.
Something fishy about this abrupt departure
$Tesla(TSLA.US$
Something fishy about this abrupt departure
$Tesla(TSLA.US$
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"Fun" fact: On April 14, 2022, ARK's Price Targets for $TSLA, based on Monte Carlo simulations, were as follows:
Bear: $2,900
Base: $4,600
Bull: $5,800
These Targets were for 2026; at that time, Tesla's stock price was $328.33. So, even in ARK's "Bear" scenario, the stock would have seen a 783% increase (or ˜196% per year).
On April 20, 2023, ARK's 2027 Price Targets (also based on Monte Carlo simulations) were updated as follows:
Bear: $1,400
Base: $2,000
Bull: $2,500
On average, ARK trimmed it...
Bear: $2,900
Base: $4,600
Bull: $5,800
These Targets were for 2026; at that time, Tesla's stock price was $328.33. So, even in ARK's "Bear" scenario, the stock would have seen a 783% increase (or ˜196% per year).
On April 20, 2023, ARK's 2027 Price Targets (also based on Monte Carlo simulations) were updated as follows:
Bear: $1,400
Base: $2,000
Bull: $2,500
On average, ARK trimmed it...
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$Tesla(TSLA.US$ reports earnings after-hours today.
Do we think it can spring a surprise after sliding 42% this year?
Do we think it can spring a surprise after sliding 42% this year?
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$Tesla(TSLA.US$ Tesla cuts EV prices, risks ahead
1. Margin erosion: Monitor earnings
2. Brand perception: Lower prices may erode premium image
3. Owner discontent: Faster depreciation concerns
4. Buyer hesitation: Further cuts could disrupt forecasts.
1. Margin erosion: Monitor earnings
2. Brand perception: Lower prices may erode premium image
3. Owner discontent: Faster depreciation concerns
4. Buyer hesitation: Further cuts could disrupt forecasts.
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I’m curious what you guys think about how these two compare
Being as how Walmart has a significant presence in both general retail/groceries and warehouse sales, wouldn’t it make sense to invest in them over Costco?
Walmart has a rapidly expanding e-commerce presence, a wide moat and is consistently looking for additional sources of revenue (Vizio purchase, Ibotta investment etc). What would make an investor chose Costco over Walmart?
Genuinely curious, I feel that it’s a case of som...
Being as how Walmart has a significant presence in both general retail/groceries and warehouse sales, wouldn’t it make sense to invest in them over Costco?
Walmart has a rapidly expanding e-commerce presence, a wide moat and is consistently looking for additional sources of revenue (Vizio purchase, Ibotta investment etc). What would make an investor chose Costco over Walmart?
Genuinely curious, I feel that it’s a case of som...
The market is irrational, and this proves it. Netflix $Netflix(NFLX.US$ just added 9.3 MILLION subscribers when analysts were expecting 4-5 million. ⏫
Yet, Netflix $Netflix(NFLX.US$ is down 5% post-market?
Yet, Netflix $Netflix(NFLX.US$ is down 5% post-market?
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