TSLA
📉 Tesla’s stock has been volatile, dropping 5% and fluctuating throughout the day.
🚗 Competition is increasing, especially with BYD’s advancements in fast-charging technology.
📈 Despite challenges, sales of the Model Y are accelerating, showing the highest weekly sales of the quarter.
🔮 Analysts debate whether delivery fears are exaggerated, with some suggesting potential upside in Q2 and Q3.
@bernardodegarcia:
“Our major companies… Tesla is falling 5%. It has been a bit all over the place today, as we see. It fell, rose, fell, rose again, and fell again. How bad that it wasn’t Tesla who came up with this news first, and it was Build Your Dreams. But well, that also puts us in a pretty interesting situation. Where are we going to be with electric vehicles within the next 5 or 10 years? How much will it cost Tesla to catch up to Build Your Dreams in this new technology? We are seeing how, here it is, ‘for the week March 10-16, China reported such and such this quarter is 32.2, 38.2 in the fourth quarter, and -4.4 year-over-year.’ But it has been the highest week of the quarter. So, this gives us a pretty clear perspective of where it’s heading. Now, you know what? The market doesn’t care about this. The market is only… And the most useless or thieving fascist burns Teslas, yari yari yari. Rockefeller was hated, Jeff Bezos was hated, the guy with glasses from Microsoft was hated. I’m sure Steve Jobs was hated. It’s nothing new. What the company Tesla is doing continues to do well, and I’m still not too worried, especially with all these… And above all, something… How strange, how strange… I hear something super funny is that I talk to my parents every week, two or three times a week I talk to my parents, and my father only asks me about Tesla shares when they fall. Because, let’s say, the media doesn’t stop repeating, ‘Tesla shares fall because Elon Musk is bad.’ Never when Tesla shares rise 20% or 30%, he never tells me anything because he doesn’t know they rise 20% or 30% because the media repeats it. Dow Jones says Tesla’s delivery fears may have gone too far. Let’s see if I can translate all of this. The delivery fears about Tesla could be exaggerated, even if sales have been falling sharply in Europe and China. RBC Capital Markets notes in research, these delivery numbers could be affected by expected events like planned factory shutdowns for the Model Y update, which has already happened with new models potentially, with good models potentially boding well for the company in the second and third quarters. Still, the company is losing its market share, and RBC reduces its market share assumption from 20% in both Europe and China to 10. Also, the price of the full self-driving subscription will likely drop to $50 a month in 2026 from $100 a month today, below previous opinions that the price will drop to 50 and then to 100 by 2030. RBC lowers its price target from 440 to 320, but well, even at 320, you have an appreciation there close to 40%.”
In this video, @bernardodegarcia discusses Tesla. Viewers can watch the exact part of the YouTube video where the stock is discussed below.
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Tesla (TSLA) at the following link. TSLA stock.
