Tesla (TSLA) - The Big Short?Can Tesla save itself from the Big Short? With earnings coming up on April 29, the anticipated sales and earnings may be dismal. If hedge funds and retirement managers decide to lighten their exposure, this could lead to abrupt moves in the price of Tesla. Basically, if people want to sell and no one wants to buy at this price, then price has to go down. Also if Tesla hits a certain price on the way down, then all the loans like those used to purchase Twitter may margin call due to risk, more selling. This would not be good for Tesla or the market in general. Also keep in mind that April may be a pullback month for the S&P500 and Nasdaq anyway. So, what does Tesla need to do to combat this? 1. Deliver new products or announce the delivery of new product. 2. Deliver on full self driving along with the Robo Taxi service 3. Deliver on a new cheaper Tesla Model that can be used by individual owners to participate in the Robo Taxi network (Income for the buyer). 4. Deliver on a redesigned Cyber Truck. The current design in getting banned in European countries. Therefore, missing out on sells. 5. Deliver on mass productoin of humanoid robots and AI agents (someone has to be first). This will create excitement but can be tricky since it will unleash AI on the world which can be great but also introduce risk that have not been vetted. Such as, who controls the AI? Who is the AI 'loyal' to? What can people or Tesla ask AI to do? Are there morality rules? Is AI subject to the law? Who's laws based on the Country, State, or county/city it resides or where it was manufactured? 6. Advertise all the positive things about Tesla as a company and the cars as a product. Explain why someone should buy a Tesla over a BYD brand electric car in markets around the world.
These are just a few suggestions for Tesla to avoid The Big Short. What are some of your ideas?
Waymo
$UBER UBER’S RIDE TO PROFITABILITY & BEYOND?UBER’S RIDE TO PROFITABILITY & BEYOND?
1/8 Uber ( NYSE:UBER ) just keeps on rolling! 🚀🚖
From 20% YoY growth in gross bookings to a SEED_TVCODER77_ETHBTCDATA:7B stock buyback, here’s what you need to know about this market heavyweight.
2/8 – RECENT REVENUE GROWTH
• Q1 FY24: Gross bookings hit $37.7B (+20% YoY)
• Revenue: $10.1B (+15% YoY), beating estimates by FWB:40M
• Uber’s firing on all cylinders—mobility & delivery both on the rise
3/8 – EARNINGS & PROFITABILITY
• Operating margin up from -3% to 2%—that’s a serious pivot to profit
• Adjusted EBITDA soared 82% to $1.4B
• First annual profit since going public in 2019. Party time! 🎉
4/8 – BUYBACKS & BULLISH GUIDANCE
• SEED_TVCODER77_ETHBTCDATA:7B stock buyback → market approves, stock at all-time highs 📈
• Gross bookings outlook: +15–20% for the next 3 years
• EBITDA growth pegged at ~40%—can they keep the momentum?
5/8 – VALUATION SNAPSHOT
• Forward P/E ~35x—a bit high, but consider the growth & dominance
• Market cap ~$140B vs. robust free cash flow projections
• Competition (Lyft, DoorDash) often has higher P/E or shakier growth
6/8 Is Uber undervalued given its trajectory?
1️⃣ Yes—ride (and deliver) the wave!
2️⃣ No—too pricey at 35x forward P/E
3️⃣ Maybe—needs more proof (robotaxi success?)
Vote below! 🗳️👇
7/8 – SWOT/SCOT TAKE
Strengths: Global brand, diverse services, Waymo partnership 🤖
Challenges: Regulations, high op costs, fierce competition
Opportunities: New markets, AI, autonomous tech
Threats: Legal hurdles, changing consumer habits
8/8 – WHAT’S NEXT?
Uber’s aiming for an autonomous future—could that turbocharge margins? ⚡️🏁
Tesla's Robotaxi Event: Alphabet's Waymo Could Be the Real WinneTesla's upcoming Robotaxi event on Aug. 8 has the potential to spotlight Alphabet's Waymo division. While Tesla garners attention for its self-driving car ambitions, Alphabet's Waymo already operates autonomous taxis across the U.S. Analysts suggest that renewed interest in Waymo could significantly boost Alphabet's stock. The autonomous vehicle market is vast, with potential revenue in the billions. As both companies vie for a share, Wall Street sees self-driving cars as a trillion-dollar opportunity.