APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings...on the same day. The last time that happened? October 29th, 2020. So the question is...if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META.
APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings...on the same day. The last time that happened? October 29th, 2020. So the question is...if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META.
You may wonder why $TSLA isn’t a $700 stock today? Well the answer is… ✅ 99% of the population doesn’t have any idea of how Magical 🧙 FSD is. ✅ 99% of the population does know that the Cybercab with a 25 cents/ mile cost will disrupt both ride hailing and car ownership. ✅ 99% of the population doesn’t know that Tesla is also a battery 🔋, solar 🌞, robotics 🦾 and a Verically Integrated PHYSICAL AI leader. So if you’re in the 1% who are aware of the above and own $TSLA stock, consider yourself Lucky
You may wonder why $TSLA isn’t a $700 stock today? Well the answer is… ✅ 99% of the population doesn’t have any idea of how Magical 🧙 FSD is. ✅ 99% of the population does know that the Cybercab with a 25 cents/ mile cost will disrupt both ride hailing and car ownership. ✅ 99% of the population doesn’t know that Tesla is also a battery 🔋, solar 🌞, robotics 🦾 and a Verically Integrated PHYSICAL AI leader. So if you’re in the 1% who are aware of the above and own $TSLA stock, consider yourself Lucky
🚨 Jefferies raises $TSLA PT to $350 (Hold) They still expect Q1 to show a gap between vision and execution, with ~$21.2B revenue, <3% margins, and ~$1.9B cash burn. Capex could rise to $19–20B/year, with ~$5.5B negative FCF in 2026. Without strong Robotaxi updates, they say it could revive SpaceX merger talk.
🚨 Jefferies raises $TSLA PT to $350 (Hold) They still expect Q1 to show a gap between vision and execution, with ~$21.2B revenue, <3% margins, and ~$1.9B cash burn. Capex could rise to $19–20B/year, with ~$5.5B negative FCF in 2026. Without strong Robotaxi updates, they say it could revive SpaceX merger talk.
$TSLA - TESLA TARGET RAISED—EXECUTION RISKS REMAIN Jefferies analyst Philippe Houchois raised Tesla’s price target to $350 (from $300) and kept a Hold rating. He expects Q1 to highlight a widening gap between Tesla’s ambitions and execution, with concerns over funding unless robotaxi progress accelerates. Revenue is forecast at $21.2B (+10% YoY), but margins are under pressure and cash burn could reach ~$1.9B. Heavy capex and slower rollout of key projects—like robotaxis and lower-cost models—are likely to weigh in the near term, while longer-term bets (AI, autonomy, humanoids) remain uncertain. Despite this, Tesla’s scale, integration, and growth potential support a higher mid-term outlook. Still, rising funding needs may revive talk of a future Tesla–SpaceX tie-up.
$TSLA - TESLA TARGET RAISED—EXECUTION RISKS REMAIN Jefferies analyst Philippe Houchois raised Tesla’s price target to $350 (from $300) and kept a Hold rating. He expects Q1 to highlight a widening gap between Tesla’s ambitions and execution, with concerns over funding unless robotaxi progress accelerates. Revenue is forecast at $21.2B (+10% YoY), but margins are under pressure and cash burn could reach ~$1.9B. Heavy capex and slower rollout of key projects—like robotaxis and lower-cost models—are likely to weigh in the near term, while longer-term bets (AI, autonomy, humanoids) remain uncertain. Despite this, Tesla’s scale, integration, and growth potential support a higher mid-term outlook. Still, rising funding needs may revive talk of a future Tesla–SpaceX tie-up.