SuperDuper1
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This US$8b MTM profit was used to buffer up Alphabet's earnings and it should be excluded to determine core earnings. It is a non- cash item, which is not subject to corporate tax. Excluding the item, earnings would have been a miss and yet Wall Street is celebrating.
Alphabet’s Profit Gets $8 Billion Boost From SpaceX Investment
Basically they want China to kowtow to the U.S. Not Gona happen.
China Trade Escalation Unfortunate, Loss For Them, US Treasury Secretary Says
It was downgraded on Monday but TP is above current price . Not much conviction.
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We need to reduce the trade surplus by buying less U.S. goods and services. Ramli burger anyone ?
Singapore PM Says US Universal Tariff Doesn't Look Open for Negotiation
The problem is that the street hasn’t shaved EPS estimates yet
All this was talked about when Trump won the election and the market cheered along with Wall Street's strategists so I am surprised by the so called " stunned"'comment. Just last week , Goldman's trading desk was stating that market was due for a bounce. The market is finally realising that American exceptionalism is a myth. trump and his advisors are clueless about the real stent of damage to the economy.
Wall Street Trading Desks Stunned by Once-a-Century Tariff Shock
In late January , Elon guided that vehicle sales would be 20-30% higher in 2025. nobody questioned the assumption and now or how the world would respond when Trump imposes tarriffs and now ....
Tesla Sees Worst Vehicle Sales in 3 Years: ETFs in Focus
The Board should rein in Musk or threaten to cut his pay. His political position has affected shareholders. Yet he demands US$50b compensation.
Tesla Car Sales in France, Sweden Drop to Lowest First-Quarter in Four Years
Like as if Morgan Stanley didn't know that tariffs were coming .
Palantir Stock Is Tanking. 3 Reasons It’s in the Selling Crosshairs
Very good REIT Analyst
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The rationale for downgrading is not historical earnings but bawd on their expectation that NIM will decline.
Citi Downgrades UOB To ‘Neutral’, Lowers Target Prices On All Three Banks, As It Sees Downside Risks To NIMs
Trump and Musk versus US consumers
Trump says he will label violence against Tesla dealers domestic terrorism
Conclusion ?
Note how he said he will buy the car and not the stock ..see u at 200 today.
Trump Says He'll Buy a Tesla to Support Musk After Shares Plunge
Truth hurts for some. See u at 200.
What Would Tesla Be Worth Without Elon Musk?
We don't hear fm Wedbush analyst, Dan Ives who has a target price of $550.
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The fact that Tesla in January guided for stronger sales in 2026 could be seen as highly deceptive . The company should have known that tariffs and Trinp's policies against China nd Europe and Musk's involvement in Doge would have an impact on sales.
Option Movers｜Tesla's $270 Put Sees Heavy Concentration; BAC Sees 60% Call Options though Plunging 6%
ROIC is historical and means little unless they have a strategy to maintain that . With so much funds allocated to buy backs at elevated levels , i think the argument for superior ROIC is spurious . Fact is that consumers have greater choice now , including Deepseek and Apple is unlikely to be able to monetise Apple Iintelligence for a subscription fee. Conclusion: Apple is overvalued and Buffett is right
Apple Is Not Overvalued, Buy And Hold
Before all the so called Robotics takes place .. folks will dump Tesla cars . As it stands , the Tesla value of Tesla cars is plummeting. If we look at yearly growth , Tesla sales actually declined in 2024z Mush has guided for growrh in 2025, but frankly that looks like a stretch coz Chin Se buyers are likely to give it a miss given the political tension between The Musk led US administration and China. Next China is already leading in robotics and the notion that Musk's a robots will replace US workers is a piped dream.. it would be essentially ceding control over to Musk. Corporate America will certainly hedge their bets . meanwhile Tesla is likely to hit $300 by 1H25. almost half of Wedbush's $ 550 target.
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Yes the narrative for American exceptionalism is being dismantled.. this is just the start of the correction.
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