We need to closely watch 2 things

1: Can TSLA maintain the EV car sales growth rate of 20-25% in 2025, and improve its growth margin --- Trump is likely to cut the Federal EV credit, and it is not clear if this will hurt or improve Tesla margin

2: Can TSLA deliver the promised "limited" unsupervised FSD in 2025

Failing either of the above 2 goals will change the value I estimated for Tesla and we need to revisit

所有跟帖： 

• So the 1st year back in office, would Trump focus on -越挫越勇2- ♂ (169 bytes) () 11/10/2024 postreply 12:36:47

• Well, we never know. 走一步看一步 -三心三意- ♂ (198 bytes) () 11/10/2024 postreply 12:55:13

• 千万不要一根筋走到底 -三心三意- ♂ (0 bytes) () 11/10/2024 postreply 12:56:02

• You are right! Too much unknown.... -越挫越勇2- ♂ (0 bytes) () 11/10/2024 postreply 12:58:44

• 其实不确定性还是挺高的。Margin应该在去掉credit 后不会好看。中国sales最近好像也不太好。 -aloevera- ♀ (231 bytes) () 11/10/2024 postreply 12:58:01

• Yes, need verify estimation model at every earning call. -三心三意- ♂ (0 bytes) () 11/10/2024 postreply 13:18:37