The extreme view that Tesla’s abandoning the Model 2 due to BYD’s low-cost offensive could result in a 1/10 cut in the stock price and that the launch of the robotaxi – Elon Musk says

The extreme view that Tesla’s abandoning the Model 2 due to BYD’s low-cost offensive could result in a 1/10 cut in the stock price and that the launch of the robotaxi – Elon Musk says it will be released on August 8 – is that it will grow even more… It seems difficult for companies like this to come before and in the future.

The time difference is clear depending on whether Tesla is an automobile sales company or an AI Robotics & Energy company.
As for car dealers, they will focus on falling car sales, and as for AI Robotics & Energy, they will focus on self-driving and having no competitors driving innovations that upend the concept of cars (the car is no longer a depreciating cost but a historic transition to a profitable asset except when I ride it). #Tesla$TSLA #seekalpa #article #BUY
Tesla: When the point of purchase comes, you will hesitate and not buy! Just buy!!! (Rated Up)
Tesla: When The Time Comes To Buy, You Won’t Want To (Rating Upgrade)

✅ Tesla stock situation
▪️ Performance versus the S&P 500: Tesla shares are down 45% compared to the S&P 500 after an initial pessimistic analysis.
▪️ Current Stock Price: Approximately $164, as of the closing date of the analysis.

✅ Financial status
▪️ Revenue growth: YoY growth from $6.7 billion to $7.8 billion in vehicle sales; energy segment increases from $390 million to $600 million.
▪️ Net income: TTM net income reflects a one-time non-cash tax benefit of $5.9 billion.
▪️ Liquidity status: $2.9 billion in cash and cash equivalents, $200 million in long-term debt.

✅ Potential of autonomous driving technology
▪️ FSD Version 12: Implementation of major technical improvements in autonomous driving programs.
▪️ RoboTaxi Announcement: RoboTaxi To Be Released This August, According to Elon Musk.

✅Evaluation of investment value
▪️ Current versus past value: Calculated at $11-$19 stock value if Tesla is valued like any other carmaker in the previous analysis.
▪️ Current Sales and Revenue Multiplier: 5x Share Price Multiplier than current Revenue, 38x Share Price Multiplier than Revenue. These Multiplier may make sense when Robotaxi is added.

✅ Risk factors
▪️ Robotaxi Development Delay: Possible delay in launch of fully autonomous services.
▪️ Further Stock Price Drop: There is a possibility of further drop from the current stock price.

✅ Conclusion
▪️ “Buy” Ratings Upgrades: Upgrades to a “buy” rating on Tesla shares based on improved financial position, developments in autonomous driving technology, and the potential of the robo-taxi business.