SuperDuper1
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Before all the so called Robotics takes place .. folks will dump Tesla cars . As it stands , the Tesla value of Tesla cars is plummeting. If we look at yearly growth , Tesla sales actually declined in 2024z Mush has guided for growrh in 2025, but frankly that looks like a stretch coz Chin Se buyers are likely to give it a miss given the political tension between The Musk led US administration and China. Next China is already leading in robotics and the notion that Musk's a robots will replace US workers is a piped dream.. it would be essentially ceding control over to Musk. Corporate America will certainly hedge their bets . meanwhile Tesla is likely to hit $300 by 1H25. almost half of Wedbush's $ 550 target.
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ROIC is historical and means little unless they have a strategy to maintain that . With so much funds allocated to buy backs at elevated levels , i think the argument for superior ROIC is spurious . Fact is that consumers have greater choice now , including Deepseek and Apple is unlikely to be able to monetise Apple Iintelligence for a subscription fee. Conclusion: Apple is overvalued and Buffett is right
Apple Is Not Overvalued, Buy And Hold
Absurd rise in share price .. is t he US consumer Gona shell out additional funds just because of AI feature ? Just ridiculous..the fact that Apple have not said how they will monetise the AI feature speaks volumes about their confidence level , yet analysts go berserk with the share price target .
Apple Shares Rise 5% Hitting Record High as AI Plan Delivers a Wall Street Upgrade
Why is Reuters quoting an obscure Visible alpha's estimates instead of consensus numbers ? Seems dodgy..
Singapore's Grab Misses Quarterly Revenue Estimates, Shares Drop
Baidu has US$25b in cash .. It's market cap is now USS$33b.. which means that 77% of market cap is cash. imagine that. If you exclude cash, then the stock is trading at US$8b/ US$1.8b( annualised FCF) or about 4.3x FCF. The decline in the stock price is a bear raid.. and is totally devoid of fundamentals .. unfortunately analysts are silent.. am a bit at US$94.0
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The Board should rein in Musk or threaten to cut his pay. His political position has affected shareholders. Yet he demands US$50b compensation.
Tesla Car Sales in France, Sweden Drop to Lowest First-Quarter in Four Years
Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.
4 Singapore Blue-Chip Stocks You Can Buy and Hold Forever
This US$8b MTM profit was used to buffer up Alphabet's earnings and it should be excluded to determine core earnings. It is a non- cash item, which is not subject to corporate tax. Excluding the item, earnings would have been a miss and yet Wall Street is celebrating.
Alphabet’s Profit Gets $8 Billion Boost From SpaceX Investment
Basically they want China to kowtow to the U.S. Not Gona happen.
China Trade Escalation Unfortunate, Loss For Them, US Treasury Secretary Says
The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..
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The fact that Tesla in January guided for stronger sales in 2026 could be seen as highly deceptive . The company should have known that tariffs and Trinp's policies against China nd Europe and Musk's involvement in Doge would have an impact on sales.
Option Movers｜Tesla's $270 Put Sees Heavy Concentration; BAC Sees 60% Call Options though Plunging 6%
Guidance is BS. Tourist arrivals is expected to decline sharply in 2024 and visitations to its theme parks will be adversely impacted. Between 18-22% of visits to Disney's theme parks in Florida dm California are foreigners . Also logical to expect visits to international theme in Shanghai, HongKong, Tokyo and Paris to deine bcoz it the trade war. Yet Bob Iygwr gives a bullish forecast and no analyst questions the logic.
Disney Stock Extends Gains to 8% After Raising Profit Forecast on Strong Parks, Streaming
Like as if Morgan Stanley didn't know that tariffs were coming .
Palantir Stock Is Tanking. 3 Reasons It’s in the Selling Crosshairs
They should have highlighted the steep over valuation earlier and also question the logic of 20-30% sales growth that musk touted for 2025.
Tesla Could See 40% of Its Profits Evaporate When Trump Takes Office, JPMorgan Says
If autonomous driving is reason to buy Tesla , one is better off looking at Baidu which already has autonomous vehicles . Tesla's earnings weee supported by govt credits without which it would have missed expectations.
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This is highly positive for Nvidia and AMD bcoz ????? That is why the stocks are rallying . Just goes to show how these stocks are just being manipulated and Wall Street analysts remain silent.
Nvidia, AMD Agree to Pay US 15% of China Chip Sale Revenue
Very good REIT Analyst
JPMorgan Upgrades Singapore REITs, Downgrades Banks on Rate Cuts
Truth hurts for some. See u at 200.
What Would Tesla Be Worth Without Elon Musk?
Grossly overvalued .. he never provided details on his valuation or his terminal growth assumption which is key in DCF analysis. Also it's a mistake to use FCF margin as a guide As capex level varies .
Tesla: A Golden Buying Opportunity
US analysts just invented a new valuation matrix. price / Trump. That's how absurd the U.S. mkt is.. The analysts are openly saying that earnings and cash flow don't matter.
Tesla's Stock Price Nears $300, Watch This Key Level
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