TSLA Q1交付量

走曬nvdia, 買tesla

傻閪

風又收唔到
眼光又冇
ark 有撚排輸

牙木除左20 年之後有邊次贏

懷疑牙木同elon mask 有路

牙木果然係燈神

唔係佢燈
只係冇眼光
佢睇中果d 都係垃圾

Tesla由輪椅變電椅，送左好多信眾一程

係你柒左又唔認，成日開口埋口就窮撚你呢到舊錢買隻錶都冇左啦

咁嘅數據跌一日就跌完啦

可能殺put，下星期再跌過

好彩琴日放左put

睇季K同月k圖，睇落點去衝去130

點解 連登睇20 梗係All in put啦

又去返168

我信Elon Musk 多過 Peter Thiel

裁員cut cost
https://www.wsj.com/tech/amazon-job-cuts-aws-cloud-computing-business-47e96752?st=d7npa5z8janub3z&reflink=article_copyURL_share

咁都跌唔落

下星期啦，睇怕殺完put先再跌

原來仲要收day high

On99

串到咁得唔得嫁

Bernstein says the 387k vs buyside at 415k miss was brutal. Bernstein notes TSLA’s inventory is significantly increasing to over 5 weeks from under 3 weeks, which will be a material headwind of about $1.7B to free cash flow in the quarter. While Tesla cited production issues with Model 3 Highland and in other areas for its shortfall, the production was not the issue but demand was, the firm added. Bernstein is at ~$2 for 2024.

UBS adds that a delivery decline vs. last year's Q1, especially at a rate greater than the production decline, will do little to ease market concerns over growth.

DB, who was also near low on street, lowers EPS to $1.80 from $2 and GM to 13.8% from 14/8%. Volume to 1.84M units from 1.91M units, representing just 2% growth for the year vs MSD prior. They think tesla wll need to continue to cut prices o stimulate demand. Tesla reported 1Q24 deliveries of 386.8k and produced 433k of vehicles in Q1.

24年全年交付少於1.9M，eps低於$2，大家覺得合理估值係幾多？