Tesla: What's Most Concerning...
Portfolio Pulse from Elazar Advisors
The article discusses concerns about Tesla (NASDAQ:TSLA), highlighting a recent bad delivery number and the company's decision to not slow manufacturing production despite a slowdown in demand. The author believes this strategy risks creating too much inventory, potentially leading to future write downs and earnings hits, especially if the economy slows next year. The article also mentions Tesla's Full Self-Driving (FSD) feature not nearing regulatory approval, which adds to the stock risk. The author, previously a Tesla bull, remains cautious and sees no immediate change in their stance.
April 05, 2024 | 2:35 pm
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NEGATIVE IMPACT
Tesla reported disappointing delivery numbers and is not adjusting production to match slowing demand, risking future financial stability. FSD's lack of regulatory approval adds to stock risk.
The article outlines significant concerns about Tesla's current operational strategy and its potential negative impact on the company's financial health and stock price. The bad delivery number and the decision to not adjust production levels in response to slowing demand could lead to an oversupply, affecting future earnings and stock performance negatively. Additionally, the delay in FSD regulatory approval further compounds the risk, making a negative short-term impact on TSLA's stock price likely.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100