WALL STREET’s ANALysts 😂 and the MSM (main stream media) about #TESLA
WHICH supply challenges and WHICH “competition” ?
ALL OEMs openly gave up on their initial plans to compete with Tesla and are downsizing their investments. Tesla and the Chinese (BYD and the GEELY group) are doubling down, with factories and acquisitions. ALSO they have much less debt or virtually no debt (Tesla). As soon as the interest rates are taken down, the margins will quickly rise and the demand (already very strong: +38% YoY for Tesla) will likely spike up. In 2025 then, the new compact car will start being printed out like potato chips (at Austin, Texas) and in 2026 from the new factory in Mexico and from the expansions at Shanghai and Berlin too. No one will keep up with that, not even BYD which has extremely lower manufacturing efficiency/profit. DATA: •TESLA ~130K employees for ~1,85 million cars produced •BYD. ~600K employees for ~3,05 million cars produced DO NOTE : the selling price of a Tesla (~45K USD) is nearly double than a BYD (~27K USD) and the margins on BEVs are >5x for Tesla. BYD makes its profits on ICE cars (with a combustion engine) which are 48% of its production, a sector to be KILLED by LAW in the coming years (with all the investments and the relative debt). WHICH of the two companies is going to be richer in a 5 years horizon ? TECHNICALLY there should be NO doubt, but many WS ANAL-YSTS like to write nefarious poems about some daily crisis at Tesla and about THE competition that doesn’t show up 🤷♂️… it’s been 10 years already.
Gimme a break PLEASE 🙏 😂😂
That said, it doesn’t mean that $TSLA shareholders will stop facing the ususl VOLATILITY any soon but VOLATILITY is were the money is (NOT for the paper handed).
Just STAY AWAY from OPTIONS and you’ll be fine, whatever happens in the short period.
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TESLA holder and trader. Economics and tech studies, writer, traveller and chef for passion. FREE in SouthAmerica 😎
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Revelation 6 : Unless asteroids start hitting the earth Tesla will own the EV market. There will be those who claim the sky is falling but that will only be a distraction. Tesla is the dream of a man who is going to put a man on Mars single handedly, think about that. He doesn’t think out of the box, he thinks outer galaxy. In all transparency I am not dating or have never dated Elon Musk. Nor have I ever had the opportunity to hump his leg.