Tesla Inc (TSLA)

Reports tonight. Bar is set very low on TSLA, should do pretty well when it reports next earnings. 

When they report on Oct. 23, we will hear the details of their robotaxi hear last week at the presentation which triggered a sell-off. Shares have resistance at $265-270 and support at $198-205. 

They just unveiled their much-awaited robotaxis; shares plunged over 8% today. Tesla needed to impress, because EV growth is slowing and there's more competition. When shares bottomed last April, Musk pivoted by changing the conversation to self-driving cars. Since then, shares nearly doubled. Then the showcase happened and Musk offered very few details, including financials and a timeline. Meanwhile, competitor Waymo keep moving ahead. He won't buy this or short it; don't underestimate Musk.

In the context of the upcoming election, what to do if Donald trump wins. He sees Tesla as a trade and buy on the dips but he doesn't see a lot of value in the stock.

Company has very strong tech stack. Valuation very high, but outlook is very good. A.I. technology very strong, and could be the future of the business (Optimus robot etc.) Investment depending on investor risk appetite. Would recommend holding for the long term if investor buys stocks. 

The chart is weak, but she's bullish long term. They're still building cars, though revenues are decelerating which needs to reverse.

Believes company is over priced at this time. Sales not growing enough to justify investing at this time. Strong tech stack, but would not recommend investing at this time. Better options out there for investors. 

They just reported a disappointing quarter, as competitors lower prices. But there are positive trends: two-thirds of Tesla customers last quarter were new. She expects a push in the U.S. to adapt to EVs. Plus, the cheaper EV next year will be a driver.

He doesn't usually invest in a company while it's still a growth company. This one's a little too early in its journey for him. He can talk about it, but he'll wait for a better entry point that's more proven.

This and GOOG are blamed for today's deep sell-off, but didn't the street expect TSLA to have a weak quarter yesterday. It's hard to hold onto their big gains from the $170s (to the $250s). Elon Musk has several ventures going, like humanoid robots, self-driving cars, energy storage (this quarter, this sector doubled) and semis, though down the road. It's more than just a car company, run by a smart CEO and worth buying on his dip. But you have to be long-term and patient.

Stock can really move around, tremendous beta relative to the S&P. Recently jumped above 200-day MA, but that average continues to move south. EV market has softened, competition increasing from China and elsewhere. Expensive. 

It's market cap could top $1 billion, but it's risky. Shares are up 11 straight days. It needs to show that Tesla Energy will become a bigger part of its business. Its EV sales are levelling off, though self-driving cars could be a big thing. We need to hear what Musk has to say about robo taxis in China.

Last week he bought it around $195, then just sold part of his holding around $250. Sales deliveries were good news, and energy storage business hit record profit margins. Another tailwind is that locally built Teslas appeared on the approved Chinese government buying list. But it is a volatile name. If it falls to $220, he may buy back some.

He bought more last week, very bullish heading into Q3. Over the weekend, China reported record sales. This could settle around $197-200. The August robo-taxi unveiling could be influential. China is extending subsidies in consumers buying Teslas.