JimmyHua
04-18

$Tesla Motors(TSLA)$

Hoping for another April-style beat may be wishful thinking. The EV market is getting crowded, pricing pressure is real, and Tesla’s margins are under serious strain. Unlike last year, consumer demand looks weaker, especially in China and Europe. Regulatory credits, once a hidden boost, are declining, and R&D spend is eating into profits as Tesla chases AI and robotics dreams. Last April’s beat had favorable one-time factors—this quarter doesn’t. Sentiment is shifting, and unless there's a real catalyst, Tesla might disappoint. I’d stay cautious here—this isn’t the same setup as last year.

Tesla to Past $300? Is it Out of the Woods Now?
Tesla shares jumped more than 5% and even surged past $300. Morgan Stanley released a report, calling Tesla the "perfect embodiment" of the ideal combination between "AI and manufacturing." ------------------ Can Tesla hold tight with $300? Is Tesla out of the woods or not? Is the timing of this report meaning the big rebound coming?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment