Tesla's Fancy Data And Computing Claims Likely Will Not Impress Investors: Gary Black Highlights Drastic Jump In EV Disengagement Rates And Missing Robotaxi Details As Key Question
Portfolio Pulse from Kaustubh Bagalkote
Gary Black from The Future Fund LLC anticipates scrutiny on Tesla's upcoming earnings call, focusing on autonomous driving capabilities and vehicle profitability. Key concerns include Tesla's disengagement rates for autonomous driving, the absence of details on a new compact vehicle, and Cybertruck profitability. Black sees significant growth potential in Tesla's brand leverage and untapped markets, but questions remain about regulatory challenges and political impacts on Tesla's strategy.
October 23, 2024 | 2:20 am
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NEUTRAL IMPACT
Tesla's upcoming earnings call is expected to face scrutiny over autonomous driving capabilities, profitability, and new product details. Concerns include high disengagement rates for autonomous driving, lack of compact vehicle details, and Cybertruck profitability. Despite challenges, growth potential in untapped markets remains strong.
The article highlights several concerns for Tesla's upcoming earnings call, including autonomous driving disengagement rates, lack of details on a new compact vehicle, and Cybertruck profitability. These issues could impact investor sentiment. However, the mention of significant growth potential in untapped markets suggests a balanced outlook. The stock's recent performance and analyst expectations also contribute to a neutral short-term impact.
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RELEVANCE 100