Tesla Inc (TSLA-Q)

No doubt the company has challenges. Earnings growth is -20% in a quarter and will happen again, where do you see that turn in growth? It's not enough for Elon Musk to say, I'm back. Yes, Tesla is developing robotaxis, but so is Waymo at Google in partnership with Uber.

The fundamental business, EVs, is in decline, so expectations are -13% and -22% revenues and earnings. But the market will give Tesla the benefit of the doubt in robotics. She bought it recently at $293 and is now at $333. This will be rangebound from $260-350. Now, sell calls. This won't change until there are new revenue streams to monetize. You can make money selling calls.

He hopes their robotics and self-driving divisions produce returns over time. He wouldn't buy ahead of the print, but this stock is a call-writer's dream. He is not expecting a big number from them next Wednesday.

Remarkable company in many ways on innovation. Trades at 165x forward PE, with people banking a lot on robotaxis. Interesting technology, but you can buy GOOG and get Waymo for free. Waymo is actually ahead of where TSLA is on robotaxis.

Investors vote with their dollars. Would be interested if they breaks $360, but time is a factor, because he expects a correction in August (historically true). Wait, and if it breaks out at $360, add a little.

At today's valuation, you'd have to believe it will hit it out of the park in all areas and be super-profitable. He believes that the best EVs in the world today are Chinese, and at spectacular prices. Car manufacturing is not an easy gig. Buying this needs a major health warning attached.

Is not an investment, but a trade. Look at its volatility. At $350, write some calls. He targets $410. He constantly trims his holding. Is great to buy under $300, and sell above $350. It deserves it premium among car companies. Their future lies in robotics, not EVs. Musk plans to sell robots in 2026.

Won't touch it. Leadership is far too volatile by throwing tantrums and silliness. If it's a car company, it is ridiculously priced, and if it's tech, show me the success. Yes, SpaceX is incredibly successfully, but not Tesla.

This has been downgraded, including two today, but he doesn't think Musk is done--he has another act coming, namely the robo-taxis. Don't bet against Musk.

He's liked the company for ages for its EV's, self-driving cars and robots, which show promise, but he could never pull the trigger. However, last night, as the feud exploded, he changed is mind. Tesla and all its businesses changed the moment Musk broke with Trump. Musk got personal and incendiary towards Trump. Trump is vindictive. Musk should not have picked a fight with Trump, despite Musk spending $250 million getting Trump elected. Musk's various businesses dovetail with Washington. If anything goes wrong with Tesla's self-driving cars, he can see Trump banning them. Trump could ban robots, too. So, that leaves the EV's, and that alone makes Tesla over-valued. Tesla cars aren't selling well, and Washington will stop subsidizing them. Musk is a brilliant businessman, but a self-destructive political operator--he's become toxic, and Tesla stock has become too hard to own.

Trading at extremely high valuation. Cult stock. Can't really value it on today's earnings. Have to hope the battery technology takes off and that robotaxis becomes a huge thing. Lots of irons in the fire. If you believe the Musk-hype, this is a must-own.

For the rest of us, who can't cope with the valuation, very hard to buy. Sometimes the growth comes and it works out, and then you wonder why you didn't pay 800x PE ;)