1/ Here's the last few days Tesla headlines from BBerg. It's a joke. We are in a battle over narrative management. Zero follow up from the manufactured earnings picture. Not a single substantive story. pic.twitter.com/N559BuVm0t
— CrowPointPartners (@cppinvest) February 3, 2020
3/ But let's talk about Grimes. . . pic.twitter.com/4wegmkyVnG
— CrowPointPartners (@cppinvest) February 3, 2020
5/ Tesla vs. Bitcoin. That's about right. . . Both equally solid fundamentally. pic.twitter.com/NIMliCFwJQ
— CrowPointPartners (@cppinvest) February 3, 2020
7/ Barron's is now fishwrapping material. "Crushed Expectations." pic.twitter.com/MXx1I0rOK5
— CrowPointPartners (@cppinvest) February 3, 2020
9/ Never fear. Musk says the Cybertruck will be awesome. Oh, and they'll start the semi this year. pic.twitter.com/glKbZPUcMc
— CrowPointPartners (@cppinvest) February 3, 2020
I’m 44 pages in and I can’t find a single substantive story on this company in Bloomberg. Nothing about shipping rates for Q1, no detail on China, only one mention of reduced capex. But they will build the semi this year. With fairy dust apparently.
I'm 44 pages in and I can't find a single substantive story on this company in Bloomberg. Nothing about shipping rates for Q1, no detail on China, only one mention of reduced capex. But they will build the semi this year. With fairy dust apparently.
— CrowPointPartners (@cppinvest) February 3, 2020
Wedbush would like to let you know that 150,000 cars sold in China will add $300/share in value to this already overvalued POS.
No mention of a weak Q1 or even the possibility of sales declines anywhere else. All about the Model 3 in China.
Okaaaaay.$TSLAQ pic.twitter.com/sTIOAwTQ6j
— CrowPointPartners (@cppinvest) February 3, 2020
This company posted flat to declining q-q and y-y revenue and margins. It's 4q "record delivery" # was built on 27k fleet sales in one of the smallest countries in the EU, where 2020 sales have already shown a collapse. It's highest margin products have been in steady decline. pic.twitter.com/epGNOvmHua
— CrowPointPartners (@cppinvest) February 3, 2020