Recent content by DarkKnight83

25k car is dead. They just said they will make some low cost models in the same production line. We dont' know the shape and cost of it. They refused to talk about it.

Does this mean we are going down or up?

Market still pumping.

Those numbers are at least 5 years from now. By DCF it’s overvalued now. This means stock could stay flat for years. TSLA is a meme stock. I can’t short with logic.

Thanks. Any plans on going long?

I agree with you. But any idea when this euphoria ends? I did some calculations even with 100% FSD adoption, stock is expensive. Every bull says FSD is working and we are going to moon. But no one was able to give me expected earnings from it.

yeah. But market seems to pump with the sentiment and not wait till they see the numbers.

There is a lot of lies in this. 1. 2 major growth waves doesn't count. It just reinforces TSLA as a car company that takes 4 years to come up with a new model. Overall growth is less and Margins lower. 2. He claims Q1 deliveries are supply related. Blatant lie. Also claim ~95k units was due to...

What is TTM?

P&D and Earnings expectations are still way too high. These revisions will only happen in the comming weeks. TSLA is trading at over 100 forward PE now. But lot of whales got in at 105. They will put up a fight and change the narative to save the stock.

Actual earnings still matter. They are projecting $1.5 EPS for 2024. Which mean TSLA is trading at 118 forward PE.

I don't think 1 month ahead GEX makes sense. For that to play out market has to be static. TSLA fundamentals are changing swiftly. Dealers don't have a say here.

Back then company fundamentals was still good.

@Yoona Where do you get Vanna data from?

They are using the wrong E to calculate PE. TSLA got one time tax refund last Q. So GAAP EPS is 2.21. But Non-GAAP is .71. That’s where this 44 PE comes from. It’s a wrong calculation.