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Krebsiii91
@krebsiii91
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Joined March 2021
@Vol8882 Two great products can drive price: optimus and robotaxi. None of these will generate meaningful revenue in 2025. Unwinding of hype needs to happen and the options chain looks horrible. Sales will slump (excluding engery). 321$ is way to optimistic with PE at 172 and ps 12.56.
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@SimonHale007 Really, really bad advice! Look on the options chain for Tesla. it has to take out 380 till 14th and 400/420 for opex expiration 21st to gain positive momentum. If that doesnt happen it will go much much lower in the short term. With markets close to ATH, really unlikely!!
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RT @RealDanODowd: .@ElonMusk and his supporters have been relentlessly promoting the latest version of @Tesla Full Self-Driving, v13. Musk…
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@Vol8882 What you fail to understand is, that the whole move up to 488$ was a giant gamma squeeze based on the trump narrative and fomo. Even in a best case scenario for 2025, Tesla is still overvalued with 200$ per share based on forward pe or any metric. It was never about fundamentals
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@Kyantweets The political activities of Elon musk did damage to the brand which can never be repaired. There I assume that Q3 and Q4 will be rock bottom (-100$) 2/2
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@Vol8882 @bullearish There won't be an affordable model anytime soon. In my opinion they will cancle it soon or keep postponing. And it does make no sense as Elon said. Either you solve autonomy and then there is no need for a cheap model or you don't and then you loose to cheap chinese cars...
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@eavidan @Nezze366883 @squawksquare lol sure. they just devalue the yuan like the did last time and put some tarrifs for show. Those tarrifs are just for political show. Fun fact: decreasing yuan means lower margins for Tesla.
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@eavidan @Nezze366883 @squawksquare Because XI wants the Chinese to buy chinese cars. Same he does with smartphones and gives incentives for local companies. That s the reason why Apple is down. Same will happen to Tesla or even worse because Trump=Musk. Musk put a big target on Tesla's back.
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@squawksquare Yes they do. The US goverment is basically Trump and Musk. It never pays of for a company when its CEO gets political! Tesla's sales in Europe are dead because of this and it's only a question of time, when China will start to specifically hit Tesla...
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@PolitiReality This stock deserves to go to the $100 but it won’t do so with a real catalyst. The cult is too strong and we are at peak bubble territory. We will see 420-450 this week in my opinion. What could derail it are Tarifs for Europe as well.
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@DarioCpx True, but that won't happen today. The narrative in the stock market "its invincible" is still active and America will buy the dip again. you need another catalyst to crash it further.
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@Kyantweets With the SPY and QQQ beeing near all time highs I would you highly recommend to sell. Hopes for FSD/optimus wont keep that stock up. You can by in way cheaper this year.
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RT @hoomansv: Just to put things in perspective: $UBER at $140B market cap is expected to report $0.56 EPS and $2.4B in FCF this quarter…
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