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Tesla has underperformed the S&P 500 since its 2020 addition due to severe valuation compression despite revenue tripling. With shares trading over 330 times earnings, shrinking operating margins, an…
Tesla has raised Cybertruck Dual Motor and Premium AWD prices by $5,000, marking a strategic shift toward margin protection. The price hike arrives without added vehicle features amid stiff global co…
JPMorgan Chase outperforms Tesla since mid-2021 due to strong returns on tangible common equity, consistent capital returns, and favorable banking tailwinds. Meanwhile, Tesla faces rich valuation ris…
An analysis projects Amazon will surpass the combined valuation of Tesla and SpaceX by 2030. Amazon benefits from robust AWS cloud growth and superior profit margins, whereas Tesla faces compressed p…
Michael Burry warns of a possible 1987-style crash amid record Dow highs and low VIX, citing AI-capex skepticism. He remains short NVDA, MU, PLTR, TSLA, and semiconductor ETFs, flagging rising Nvidia…
Semiconductor stocks rally, squeezing Michael Burry's bearish AI put positions on Nvidia and Palantir. Despite his 1987-crash warning, analysts question if his bearish timing is premature given conti…
Tesla's 140x forward P/E requires flawless execution across EV leadership, FSD subscriptions, robotaxis, energy storage, and Optimus robot success. Analysis highlights significant execution risks, sl…
SpaceX faces a critical earnings test amidst heavy AI spending, post-IPO selling pressure, and valuation concerns similar to Tesla. While Cantor Fitzgerald remains bullish with a 127% upside target, …
Reddit thread highlights investor skepticism toward Tesla, Palantir, and Strategy Inc., citing overvaluation and distrust of leadership. Sentiment is mixed but leans cautious on Tesla due to valuatio…
Elon Musk launched xAI project 'Macrohard', stoking concerns about Tesla's leadership focus, stretched valuation, slowing EV sales and rising BYD competition; analysts warn limited upside and signifi…