#TSLA

Raising my $TSLA PT to $830 from $720, reflecting increase in TSLA EV share from 22% to 25%. Oct YTD TSLA share now 25% vs 17% in FY’19, despite slew
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$TSLA is an asset with a value that can be quantified. Given a long EV runway (3% adoption now, 20% by 2025), and TSLA’s current 25% EV share, investors can
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The biggest $TSLA myth: ICE-branded EVs launching over the next 18-24 mos will cause $TSLA to lose EV share.ICE brands have been launching EVs for 3 years now. They haven’t
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With the SPY at 3567 today, S&P 500 market cap is 29.615 trillion dollars, and Tesla's market cap at $522 is $494.8b, while Tesla's free float is 80.12% of shares
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Why $TSLA will likely go to $800.1/ Given long EV runway - 3% adoption today going to 20% by 2025 - and holding TSLA’s current 25% EV share, I can
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I had a two-day email exchange with a guy I used to work with who now runs a $600M hedge fund and shorted $TSLA at $600. He’s now kicking himself
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For those trying to make sense of today’s $tsla price action: Decline likely sparked by secondary selling and order book fill, magnified by tech sell-off over concerns about excessive valuations
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At $1,500, $TSLA valuation is mind-boggling cheap. Nothing against Bernstein - I used to work there, and I have highest respect for Toni S. But he’s using auto mfrs as
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Here’s what happens on the GS sales floor when Mark Delaney upgrades $TSLA to Buy and raises his PT from $455 to $780:1/ Each Institut’l salesperson calls their biggest commission
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There’s no playbook for $TSLA over the next 8 days. Investing is like artificial intelligence (AI): You come equipped with principles, formulas, etc, but the edge is experience. When you
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@CNBC should make their commentators take a basic finance course before being allowed to comment on growth stock valuations like $TSLA. @CNBCnow talking heads keep saying TSLA wildly overpriced and
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@TSLA @TSLAQ So... it looks like Tesla has the #2 steepest y/y sales volume drop in Colorado (“CO”) YTD thru May, at #29/30. Its absolute market share in CO is
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1/There's a little known aspect of Tesla's potential S&P 500 membership: currently TSLA is not part of the S&P 400, the midcap index.Why is this relevant? Most index funds already
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According to S3 Partners, $TSLA shorts have lost $35B in 2020. I talk with many TSLA shorts, and have been on the other side of their trade all year. Here
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I found this WSJ article about $YHOO’s entry to the S&P 500 from 12/8/99. Parallels vs $TSLA are striking: YHOO was a new entry to S&P 500 (not a step
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Yesterday we got the news $TSLA is going into the S&P 500. Based on the $5-6 trillion of S&P Index assets those funds/ETFs will need to buy approximately $65-75 billion
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