Tesla Motors (TSLA) / Elon Musk 01 (Jul 10 - Nov 22)

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Tesla Shanghai Plant Running Under Maximum Capacity Despite Recent Production Upgrades
https://www.zerohedge.com/markets/tesla ... n-upgrades

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not vested

Tesla (TSLA)

The electric vehicle maker is currently the largest holding at ARKK, accounting for 10.7% of the fund’s weight.

The stock delivered astronomical gains in 2020 and most of 2021, but has pulled back substantially in 2022.

Year to date, Tesla shares are down nearly 30%.

But business remains on the right track. In Q2, deliveries of the Model S, Model X, Model 3 and Model Y totaled 254,695 vehicles, up 27% year over year.

Ark Invest also sees a game-changing product coming for the company — robotaxi.

“Tesla’s prospective robotaxi business line is a key driver, contributing 60% of expected value and more than half of expected EBITDA in 2026,” wrote Ark analyst Tasha Keeney in a report in April.

In that report, Ark expects a share price of $4,600 (pre-split) for Tesla by 2026. On a split-adjusted basis, that represents a potential upside of around 450% from where the stock sits today.

Source: Moneywise

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not vested

Tesla bear sees a 50% plunge in the stock

by Brian Sozzi

The relative out-performance reflects optimism around new government legislation that will support the adoption of EVs in 2023 and beyond.

Tesla's strong execution in the first two quarters of the year has also improved investor sentiment on the stock.

Michaeli is marking down his third quarter production estimates on Tesla and highlights the potential for a disappointing fourth quarter from Tesla as economic pressures mount.

Source: Yahoo Finance

https://finance.yahoo.com/news/citi-see ... 40516.html

[behappyalways]

特斯拉人形機器人Optimus亮相!裝箱.澆水難不倒...馬斯克:有望成為旗下最有價值業務｜非凡財經新聞｜20221002
https://m.youtube.com/watch?v=rgtcfVKeRAM

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not vested

Tesla Inc. vehicle deliveries rebounded strongly in the most recent quarter, though the record performance still leaves the company requiring a further increase in the final three months of 2022 to meet annual growth objectives.

Tesla on Sunday said it had delivered 343,830 vehicles to customers in the three-month period ended in September, up from about 255,000 in the prior quarter that was dented by a temporary shutdown of its factory in China.

Deliveries were up roughly 42% from last year’s third quarter, when Tesla handed over 241,000 vehicles.

Tesla has been ramping up output to keep pace with surging demand and to recover from the idling of the Shanghai factory, its largest, because of local Covid-19 restrictions earlier this year.

Tesla also had trouble getting its new factories in Germany and Texas up to speed.

To keep pace with customer orders, Tesla has boosted production capacity across its plants in the U.S., Europe and China.

The company produced 365,923 vehicles in the third quarter, up from about 238,000 in the year-earlier period.

Tesla’s record deliveries are expected to help the company post its highest ever quarterly sales and a record profit of $3.34 billion when it reports third-quarter results, topping the $3.32 billion first quarter profit.

Quarterly results are scheduled for Oct. 19, Tesla said.

Source: Phillips

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vested

Tesla Has Stock Traders Getting It All Wrong

By Dan Caplinger

Tesla announced on Sunday that it had delivered more than 343,800 vehicles in the third quarter. That was up considerably from the nearly 254,700 Tesla vehicles that consumers received in the second quarter, and it was even well above the 310,000 EVs that Tesla got into customers' hands during the first three months of 2022.

Most analysts covering the EV stock had anticipated the number would be somewhere between 350,000 and 370,000, with the average coming in a bit over the 360,000 mark.

Tesla noted that as its production figures have grown, it has become increasingly difficult for the company to line up the logistical resources necessary to get its vehicles to end-buyers.

The number that Tesla investors should be focused on is the production figure, which soared to nearly 366,000.

Source: TMF

https://www.fool.com/investing/2022/10/ ... yptr=yahoo

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vested

Elon Musk Sends Scathing Message to Tesla Investors

by LUC OLINGA

Optimus will cost less than $20,000.

"It's possible to make the robot at a high volume at low cost with high reliability".

Tesla will work on different use cases, including cooking and gardening. Musk wants to replace human labor with humanoid robots, made from the artificial intelligence software used by Tesla for its cars.

Source: The Street

https://www.thestreet.com/technology/el ... BInvestors

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"Next-Level Cringe-Worthy": AI Robot Experts React To Tesla's Optimus Humanoid Robot Reveal
https://www.zerohedge.com/markets/next- ... s-humanoid

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Tesla could face its toughest challenge yet as economy cools

by Hyunjoo Jin

Tesla blamed transport issues for a delivery total that fell short of Wall Street expectations.

If Tesla needs to hold more inventory in coming quarters to smooth deliveries and avoid the end-of-quarter rush that has been its norm, that would add to the US$1.2-billion in undelivered cars it held at the end of the second quarter.

Ramps up production at factories in Shanghai, Berlin and Austin, Texas.

Tesla's average vehicle transaction price jumped 31% to US$69,831 in August, compared with US$53,132 at the start of 2021. That outpaced industry-wide price hikes on new cars of 18% to US$48,301 during the same period.

To hit output growth of 50% this year and next, a target just beyond the most bullish outside forecasts.

Source: Reuters

https://www.theedgemarkets.com/article/ ... nomy-cools

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vested

Deutsche Bank Cites Tesla: No Price Cut in CN on 1 Oct; 3Q Delivery Shortfall Not Due to Weak Demand

Deutsche Bank issued a report after discussing with Tesla management on the 3Q results release to better understand the company's changes in global motor transport strategies.

Tesla's message is unequivocal that the delta between 3Q deliveries and production entirely reflects transportation problem, not demand sluggishness.

Related News: C Suisse Projects BYD COMPANY (01211.HK) 3Q NP to Leapfrog 3x YoY

Tesla is growing its deliveries in a global scale, especially in China market, Deutsche Bank suggested, which furthered the company has not seen softening demand. T

Tesla also stressed that it has not reduced car prices in China on 1 October.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... t-news/HK6