$TSLA Summary - 4/23/2025 Posi-To The Moon - Tiger Brokers Online Investing Community

Pinkspider

04-23

$TSLA Summary - 4/23/2025

Positive Catalysts:

1/ Trump streamlines federal process allowing TSLA to secure general unsupervised autonomy license nationally

2/ More affordable vehicle launch at end of 2025 2Q may slow further EV share loss

3/ FSD licensing deal with 1 or more OEMs

4/ TSLA likely first to market with generalized unsupervised FSD FY’25 YE

5/ DE Supreme Court overturns Chancellor McCormick’s 2018 comp ruling late 2025

6/ Cybercab volume production begins 2026

7/ Optimus production begins late-2026

Negative Catalysts:

1/ Trump eliminates $7,500 IRA EV purchase credit

2/ TSLA fails to introduce new cheaper form factor in 2025/1H, and instead cuts prices and costs similar to 2023

3/ Robotaxi Austin test market proves inconclusive, not extended to other states

4/ FY’25 deliv expectations to be reduced to -5% to -8% YoY from +1-2% currently.

5/ TSLA 2025 P/E of 100x too high relative to FY’25-‘30 EPS growth of +25% CGR.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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