$TSLA

TSLA Moat And Car-Centric Earnings

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更新于 26天前
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Solving The Money Problem建立中26天前
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"Tesla is continuing to win EV market share and force weaker competitors out—Panasonic tying its EV battery outlook to Tesla’s recovery plus Tesla growing share from 43% to 54% implies Tesla remains the only true scale player."

分析师认为:Panasonic’s EV battery forecast for 2026 appears linked to Tesla’s demand recovery, and Tesla’s EV market share rose from 43% to 54% even as US EV sales declined. The core takeaway is that most rivals are losing money trying to scale, leaving Tesla as the only company producing at profitable, industrial volumes.

发布日 $422.24 · 05/15
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Everything Money建立中30天前
"TSLA is a bad stock at today’s price because over 90% of revenue still comes from selling cars, Tesla doesn’t have a strong moat versus competing EVs, and his discounted-cash-flow setup implies a negative ~8% discounted-cash-flow return per year over the next 10 years on middle assumptions."

分析师认为:With over 90% of revenue from vehicle sales, limited moat versus competing EVs, and a discounted-cash-flow model pointing to roughly negative 8% annual returns on middle assumptions, TSLA looks fundamentally overpriced at current levels.

发布日 $445.00 · 05/11
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