1/ There seems to be some concern over the "positive" impact to financials from this.
It. Won't. Matter.
Professional analysts at large fund complexes (i.e., new buyers) are trained to find inflection points and trajectories.
It. Won't. Matter.
Professional analysts at large fund complexes (i.e., new buyers) are trained to find inflection points and trajectories.
2/ His flagship models are in serious and steady decline. He has admitted they are "not important" to the business, which confirms he is worried about the impact.
The take rates on the 3 have already slowed here and in important markets overseas.
The take rates on the 3 have already slowed here and in important markets overseas.
3/ Had he not gamed things in Canada, the first half of the year would have been ugly. He is dumping all he can into the Netherlands before the tax law changes because he saw what happened in Denmark previously.
4/ Smart buyside analysts see the revenue and sales trends. Smart momentum investors see the same. He can sell all the FSD he wants, but if he's selling that package into a declining sales base. . .
Which is why no new funds have stepped into this name in the last few years. Elon's target market is the uninformed, gullible fool. He is constantly on the hunt for them and is only speaking to them. He knows the pros have turned their backs on him.
