• Success88Success88
      ·04-26
      In fact I looking at $XIAOMI-W(01810)$ since the share have drop quite significantly recently. I also saw quite a few video that Xiaomi car can drive out by itself just by calling them. I feel that Tesla technology is losing out.
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    • KostiantynKostiantyn
      ·04-26
      Tesla’s Cybercab Is Here — But Can It Justify the Hype? Tesla’s most ambitious bet just got real. The Cybercab rolled off the Gigafactory Texas production line for the first time on February 17, 2026, and April marked the official shift to volume production. After years of vaporware promises, the robotaxi era has finally arrived — but the premium question looms large. On paper, the value case is compelling. Priced under $30,000, the Cybercab targets 2 million units per year at full capacity. A compact 35-kilowatt-hour battery pack delivers exceptional efficiency at 5.5 miles per kilowatt-hour, with an estimated 200-mile range — and no steering wheel or pedals to add cost or complexity. Uber and Lyft rides typically cost between $2 and $3 per mile; Tesla’s autonomous approach could slash th
      216Comment
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    • WeChatsWeChats
      ·04-26
      TSLA Breaks $380 as Cybercab Production Starts — Is Regulatory Fear Killing the Premium? Tesla (TSLA) slipped another 3.56% on Thursday, extending its painful post-earnings bleed and slicing right through the critical $380 support level. Ironically, this aggressive selling pressure is happening exactly as trial production for the highly anticipated Cybercab officially commences. Why is the market dumping shares on what should be a massive fundamental milestone? The narrative is shifting violently from engineering triumphs to legal roadblocks. The autonomous driving premium that has kept Tesla's valuation in the stratosphere is suddenly under severe threat. Let’s break down the trade and the shifting risk profile. 1️⃣ The Cybercab Disconnect: Selling the News Retail investors have been wait
      5991
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    • koolgalkoolgal
      ·04-26
      Is Tesla A Buy With Cybercab Scaled Production? 🌟🌟🌟 The current outlook for Tesla $Tesla Motors(TSLA)$  valuation rests on 2 high stakes pivots occuring in April 2026: the successful industrialisation of the Cybercab and the expansion of FSD into new global markets. Cybercab Production Scalability  The Cybercab has officially transitioned from prototype to pilot production at Giga Texas as of February 2026. Current Status: Continuous output began in April 2026.  Initial volume is in the hundreds per week. The Ramp Window: CEO Elon Musk has warned the ramp will follow an agonising slow S Curve. What is the S Curve? This is a 3 stage journey that looks like a stretched out letter S: The Launch Point
      6025
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    • Ant84Ant84
      ·04-26
      who's investing in this and why. What do you predict short term 
      539Comment
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    • LanceljxLanceljx
      ·04-25
      Tesla, Inc. beat, but durability is the question. • 19.2% margin: If helped by one-offs, it is unlikely to be a clean run-rate. Sustainable upside needs lower production costs and higher software contribution, not temporary boosts. • 50K inventory: Broad price cuts may lift deliveries, but hurt margins. More stock-friendly is selective incentives, financing deals, and export balancing while holding headline pricing firm. • H2 catalyst: Robotaxi > new vehicle launches. New models help volume, but Robotaxi could re-rate Tesla as an AI/autonomy platform, which changes valuation entirely. My view: Near-term, watch inventory and margin quality. Long-term, Robotaxi remains the bigger upside driver, if execution is real.
      388Comment
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    • Fauzifazlee3Fauzifazlee3
      ·04-25

      You are invited to enjoy the ultimate US & HK trading experience

      Find out more here:You are invited to enjoy the ultimate US & HK trading experience Trading US and Hong Kong stocks on the Tiger Trade
      188Comment
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      You are invited to enjoy the ultimate US & HK trading experience
    • Ellie GoldingEllie Golding
      ·04-25
      Always hello tsla U have to see it at night it's like I'm in a movie especially if it falls of the moon and connects to another car while driving U have to see it to believe it I know I wi-tnessed it it kind of reminds me of the first P-orsche from can't rember the movie name but Arnold swarchnigar was a part of it!
      277Comment
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    • Tristan22Tristan22
      ·04-25
      Tiger Coin, I need to post something for that
      534Comment
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    • ZashZash
      ·04-25
      According to research "Honestly, the Cybercab launching into production is a big moment—but it doesn’t automatically justify Tesla’s premium valuation. Right now, the market isn’t valuing Tesla like a car company. It’s pricing it like a future AI + robotaxi empire. The idea is: if Cybercab works at scale, Tesla could turn into something closer to a global transportation platform (like Uber, but fully autonomous and way more profitable). But here’s the reality… Production starting ≠ real success. Tesla still has to: * actually solve full self-driving at a high safety level * get approval from regulators (which is a huge hurdle, especially with no steering wheel) * scale this globally, not just in a few test cities * compete with companies already running robotaxis And that’s where things ge
      219Comment
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    • ECLCECLC
      ·04-24
      Premium sounds expensive. Have been seeing more BYD on the road and buyers are sensitive to pricing.
      502Comment
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    • LanlanCCLanlanCC
      ·04-24
      Tesla's post-performance tumbled 3.6% as Musk announced that it would burn more than $25 billion this year, putting negative pressure on short-term cash flows. The cloud giants are stuck in the prisoner's dilemma: Investing in AI now might get punished by shareholders for not paying enough short-term returns, but if not, you might be eliminated entirely
      753Comment
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    • ECLCECLC
      ·04-24
      Suppose Tesla raises capex to $25B is rather risky to cautious investors but AI will likely pay off long term.
      430Comment
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    • JC888JC888
      ·04-24

      Don't Celebrate TSLA Q1 Earnings. Read To Know Why.

      Round Up. The wait is finally over - $Tesla Motors(TSLA)$ handed in its earnings report card on Wed, 22 Apr 2026 after US market closed for the day. Is it a stellar set of numbers ? I reserve my comments for later. At worse, it’s a mixed results for the premium auto-maker. Let’s take a look at what has been reported so far, and out in the media. Q1 2026 Earnings. Below is TSLA most recent earnings with comparisons to estimates from analysts polled by LSEG and Q1 2025’s data. Wall Street’s expectations represent a return to YoY growth for TSLA after several quarters of decline, with roughly +14% for revenue growth and +33% for EPS growth. Tesla EPS for Q1 2026 Earnings per share Non-GAAP (EPS): It came in at $0.41 vs $0.37 cents expected; that’s a
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      Don't Celebrate TSLA Q1 Earnings. Read To Know Why.
    • SG Visual ResearchSG Visual Research
      ·04-24

      Ahead of IPO, what is the market really watching in SpaceX?

      $特斯拉(TSLA)$   Reuters reports that SpaceX has confidentially filed for an IPO at a target valuation of about US$1.75 trillion, potentially making it the biggest IPO in history. The key public takeaway is less about a full shareholder list, and more about control: Musk and a small group of insiders hold super-voting shares, and SpaceX plans to remain a controlled company after listing. Institutional interest is also emerging, with Norway’s sovereign wealth fund assessing whether to invest. The market debate is straightforward: rare asset and huge ambition on one side; very high valuation, losses and governance questions on the other. Reuters says SpaceX made about US$18.6 billion in revenue in 2025 but lost about US$5 billion.
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      Ahead of IPO, what is the market really watching in SpaceX?
    • SG DLC NewsSG DLC News
      ·04-24

      Tesla falls 3% overnight before losing 3.6%; Position this earnings season with 3x DLCs

      $Tesla Motors(TSLA)$ delivered an earnings beat after the close on Wednesday (22 April), but the stock still slipped 3% overnight as investors focused on Elon Musk’s warning that capital expenditure will rise sharply, with 2026 spending now set to exceed prior guidance. Amplifying the move, the $TESLA 3xShortSG280330(RLSW.SI)$ gained about 9% on Thursday in Singapore, while the $TESLA 3xLongSG261006(TSYW.SI)$ fell by a similar magnitude. Tesla went on to fall close to 3.6% by US market close, lifting the Tesla 3x Short DLC up a further 1.7% to close up 10.9% on a US market close to close. During the previous earnings season,
      24.15KComment
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      Tesla falls 3% overnight before losing 3.6%; Position this earnings season with 3x DLCs
    • RickPANDARickPANDA
      ·04-24
      PCT: TSLA Beat But Rise Capex to 25B. When will AI pay off? v2.0 : PCT = Pandas Coffee Talk. Based on the April 2026 earnings report, Tesla reported a Q1 2026 earnings beat, but confirmed a massive surge in capital expenditure (CapEx) to over $25 billion for the year—roughly triple the 2025 outlay—to fund AI, robotics, and the Cybercab. Management warned that this inv
      429Comment
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    • EV_DigEV_Dig
      ·04-23

      💡 $TSLA Energy: The Real Spotlight

      April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and $Tesla Motors(TSLA)$ revealed a $3B $Intel(INTC)$ 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): "We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff
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      💡 $TSLA Energy: The Real Spotlight
    • Tiger_EarningsTiger_Earnings
      ·04-23

      [Earnings Debrief] How Does GS View $TSLA Q1 2026?

      The Bottom Line $Tesla Motors(TSLA)$ reported Q1 2026 results after the close on April 22, and the numbers came in ahead of expectations on nearly every metric. Total revenue hit $22.4 billion, up 16% year over year and roughly 6% above Goldman Sachs' estimate of $21.2 billion. Profitability surprised: non-GAAP EPS came in at $0.41, well above Goldman's forecast and $0.06 ahead of the Street consensus at $0.35. Free cash flow was $1.44 billion, a sharp reversal from prior consensus views of negative or breakeven generation. Cash, cash equivalents, and investments rose $0.7 billion QoQ to $44.7 billion. Auto Revenue & Margins: Higher ASPs Drove the Beat Tesla's automotive revenue hit $16.2 billion, up 16% YoY and roughly $770 million above GS'
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      [Earnings Debrief] How Does GS View $TSLA Q1 2026?
    • LanceljxLanceljx
      ·04-23
      Tesla — inflection or narrative stretch? The reaction you describe is consistent with a market at a narrative–execution crossroads. The earnings print was “good enough”, but the call raised forward uncertainty, which is why price reversed. --- 1) What actually changed this quarter Positive Revenue beat keeps core demand intact Reinforced pivot toward: Robotaxi Optimus robotics $25B capex signals serious commitment to AI/autonomy scale Negative (the real driver) HW3.0 limitation admission: Undercuts prior FSD expectations Introduces upgrade liability / trust risk Capex expansion → near-term margin compression 👉 Translation: Narrative strengthened long term, credibility weakened short term --- 2) When does the transformation realistically materialise? Be careful here. The market often pulls
      743Comment
      Report
    • JC888JC888
      ·04-24

      Don't Celebrate TSLA Q1 Earnings. Read To Know Why.

      Round Up. The wait is finally over - $Tesla Motors(TSLA)$ handed in its earnings report card on Wed, 22 Apr 2026 after US market closed for the day. Is it a stellar set of numbers ? I reserve my comments for later. At worse, it’s a mixed results for the premium auto-maker. Let’s take a look at what has been reported so far, and out in the media. Q1 2026 Earnings. Below is TSLA most recent earnings with comparisons to estimates from analysts polled by LSEG and Q1 2025’s data. Wall Street’s expectations represent a return to YoY growth for TSLA after several quarters of decline, with roughly +14% for revenue growth and +33% for EPS growth. Tesla EPS for Q1 2026 Earnings per share Non-GAAP (EPS): It came in at $0.41 vs $0.37 cents expected; that’s a
      3.00K7
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      Don't Celebrate TSLA Q1 Earnings. Read To Know Why.
    • EV_DigEV_Dig
      ·04-23

      💡 $TSLA Energy: The Real Spotlight

      April 22 Q1 2026 earnings dropped. Auto got the headlines, but the real story? Energy margins hit a record 39.5%, and $Tesla Motors(TSLA)$ revealed a $3B $Intel(INTC)$ 14A chip bet called Terafab. Here's what management actually said — and what it could mean for the stock. 1️⃣ Energy: The Margin Story 📄 What Management Actually Said Vaibhav Taneja (CFO): "We deployed 8.8 gigawatt hour of energy storage, a 38% sequential decline... We set yet another record with gross margins in this business over 39.5% due to some onetime benefits from certain tariff recognitions of more than $250 million... On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff
      4.43K3
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      💡 $TSLA Energy: The Real Spotlight
    • nerdbull1669nerdbull1669
      ·04-21

      Option Play For Tesla If Believe "AI Pivot" Narrative Will Outweigh "Soft EV Delivery" Reality,

      $Tesla Motors(TSLA)$’s breach of the $400 mark and subsequent pre-market pullback on April 20 reflects a classic tug-of-war between technical momentum and fundamental anxiety. As you look toward the April 22 earnings report, here is an analysis of the "turnaround" narrative and the potential for a May options play. Can Earnings Confirm a Turnaround? The April 22 report is being viewed less as an "auto" earnings call and more as an "AI infrastructure" update. Whether it confirms a turnaround depends on which "Tesla" the market decides to price: The Bear Case (Volatility Catalyst): Fundamentals are still under pressure. Q1 deliveries (358,023) came in below expectations, and some analysts (like those at Refinitiv) are warning of a significant earnin
      1.76KComment
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      Option Play For Tesla If Believe "AI Pivot" Narrative Will Outweigh "Soft EV Delivery" Reality,
    • Tiger_commentsTiger_comments
      ·04-19

      Big Tech Earnings! Can Tesla Beat & Transform from “Cars” to “Chips"?

      With $NASDAQ(.IXIC)$ extending to an 11-day winning streak and $S&P 500(.SPX)$ breaking above 7,000 for the first time, the U.S. market has entered the most critical validation window after a V-shaped rebound — Big Tech earnings season. Six of “Magnificent Seven” will report in late April. The market’s focus next week is on the hardest-to-price name: $Tesla Motors(TSLA)$ . Wall Street Is More Bullish Than Ever on This Earnings Season This time, Wall Street is genuinely bullish, not just politely optimistic. Deutsche Bank expects S&P 500 Q1 EPS growth of 19%, the fastest in four years, marking the sixth consecutive quarter of double-digit growth. Even mo
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      Big Tech Earnings! Can Tesla Beat & Transform from “Cars” to “Chips"?
    • Tiger_EarningsTiger_Earnings
      ·04-23

      [Earnings Debrief] How Does GS View $TSLA Q1 2026?

      The Bottom Line $Tesla Motors(TSLA)$ reported Q1 2026 results after the close on April 22, and the numbers came in ahead of expectations on nearly every metric. Total revenue hit $22.4 billion, up 16% year over year and roughly 6% above Goldman Sachs' estimate of $21.2 billion. Profitability surprised: non-GAAP EPS came in at $0.41, well above Goldman's forecast and $0.06 ahead of the Street consensus at $0.35. Free cash flow was $1.44 billion, a sharp reversal from prior consensus views of negative or breakeven generation. Cash, cash equivalents, and investments rose $0.7 billion QoQ to $44.7 billion. Auto Revenue & Margins: Higher ASPs Drove the Beat Tesla's automotive revenue hit $16.2 billion, up 16% YoY and roughly $770 million above GS'
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      [Earnings Debrief] How Does GS View $TSLA Q1 2026?
    • WeChatsWeChats
      ·04-26
      TSLA Breaks $380 as Cybercab Production Starts — Is Regulatory Fear Killing the Premium? Tesla (TSLA) slipped another 3.56% on Thursday, extending its painful post-earnings bleed and slicing right through the critical $380 support level. Ironically, this aggressive selling pressure is happening exactly as trial production for the highly anticipated Cybercab officially commences. Why is the market dumping shares on what should be a massive fundamental milestone? The narrative is shifting violently from engineering triumphs to legal roadblocks. The autonomous driving premium that has kept Tesla's valuation in the stratosphere is suddenly under severe threat. Let’s break down the trade and the shifting risk profile. 1️⃣ The Cybercab Disconnect: Selling the News Retail investors have been wait
      5991
      Report
    • koolgalkoolgal
      ·04-26
      Is Tesla A Buy With Cybercab Scaled Production? 🌟🌟🌟 The current outlook for Tesla $Tesla Motors(TSLA)$  valuation rests on 2 high stakes pivots occuring in April 2026: the successful industrialisation of the Cybercab and the expansion of FSD into new global markets. Cybercab Production Scalability  The Cybercab has officially transitioned from prototype to pilot production at Giga Texas as of February 2026. Current Status: Continuous output began in April 2026.  Initial volume is in the hundreds per week. The Ramp Window: CEO Elon Musk has warned the ramp will follow an agonising slow S Curve. What is the S Curve? This is a 3 stage journey that looks like a stretched out letter S: The Launch Point
      6025
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    • xc__xc__
      ·04-20

      Tesla Blasts Past $400: FSD 10B Miles & AI5 Chip Set to Confirm Turnaround or Spark Fresh Doubt? 😱🚀

      $Tesla Motors(TSLA)$ Tesla has just powered through the $400 barrier with strong momentum, setting the stage for its upcoming earnings report where three key catalysts will decide if this breakout is sustainable or another false start. 😤 Morgan Stanley is highlighting the milestone of cumulative Full Self-Driving miles surpassing 10 billion, marking a critical data flywheel inflection that could accelerate autonomy progress and unlock new revenue streams. The Robotaxi commercialization timeline remains the central valuation debate, with investors watching for concrete updates on regulatory approvals and deployment scale. Adding fresh fuel is the newly unveiled AI5 chip, which could significantly boost in-house compute efficiency for both vehicles
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      Tesla Blasts Past $400: FSD 10B Miles & AI5 Chip Set to Confirm Turnaround or Spark Fresh Doubt? 😱🚀
    • Tiger_EarningsTiger_Earnings
      ·04-20

      [Stock Prediction] How will TSLA close on Thur, April 23, following their earnings?

      $Tesla Motors(TSLA)$ is set to report Q1 2026 earnings after the close on April 22 (ET). According to estimates on the Tiger Trade app, Tesla is expected to post $22.74 billion in revenue, up 7.71% year over year, with EPS of $0.382, down 2.39% from a year ago. What to watch Tesla delivered 358,023 vehicles in Q1 while producing 408,386, meaning production once again ran ahead of deliveries. That has put inventory back in focus. Investors will be watching closely to see whether Tesla has to lean further on discounts and incentives to move cars, and whether auto gross margins take another hit. For Tesla, the biggest issue is not just softer deliveries. It is the risk that weaker demand and continued pricing pressure could squeeze profitability even
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      [Stock Prediction] How will TSLA close on Thur, April 23, following their earnings?
    • daz999999999daz999999999
      ·04-22
      $Tesla Motors(TSLA)$   Tesla and SpaceX : The World's Biggest IPO Who is the key common denominator between SpaceX and Tesla Motors? That's an easy question. The answer, of course, is Elon Musk. The world's richest person founded SpaceX and runs Tesla. Musk will soon pad his enormous wealth even more. SpaceX plans to go public in the next few months at a valuation reported to be near $2 trillion. Musk won't be the only early investor to make a lot of money from the space technology company's IPO. One "Magnificent Seven" stock will also be a big winner. But it's not Tesla. A smart bet Although Musk has a personal stake in SpaceX, Tesla hasn't invested in the company. However, Google parent Alphabet (NASDAQ:
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    • JC888JC888
      ·04-08

      JPM says TLSA will fall by -60%. Will it ? Run ?

      This is hot off the press. On Mon, 6 Apr 2026, it was reported that $JPMorgan Chase(JPM)$ is looking for $Tesla Motors(TSLA)$ stock to lose a good amount of its charge. According to JPMorgan analyst Ryan Brinkman: He observed an anormally forming in TSLA. The Bad News. Experts have lowered their expectations for TSLA’s success. They predict that TSLA will struggle with sales and profits from now until end 2030. In the financial world, these "collapsed" expectations usually mean a stock should go down. The Contradiction. Despite “bad” predictions for the next few years, TSLA’s stock price actually went up by +50%. At the same time, analysts raised their target prices for the company by +32%. The market has
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      JPM says TLSA will fall by -60%. Will it ? Run ?
    • LanceljxLanceljx
      ·04-23
      Tesla — inflection or narrative stretch? The reaction you describe is consistent with a market at a narrative–execution crossroads. The earnings print was “good enough”, but the call raised forward uncertainty, which is why price reversed. --- 1) What actually changed this quarter Positive Revenue beat keeps core demand intact Reinforced pivot toward: Robotaxi Optimus robotics $25B capex signals serious commitment to AI/autonomy scale Negative (the real driver) HW3.0 limitation admission: Undercuts prior FSD expectations Introduces upgrade liability / trust risk Capex expansion → near-term margin compression 👉 Translation: Narrative strengthened long term, credibility weakened short term --- 2) When does the transformation realistically materialise? Be careful here. The market often pulls
      743Comment
      Report
    • KostiantynKostiantyn
      ·04-26
      Tesla’s Cybercab Is Here — But Can It Justify the Hype? Tesla’s most ambitious bet just got real. The Cybercab rolled off the Gigafactory Texas production line for the first time on February 17, 2026, and April marked the official shift to volume production. After years of vaporware promises, the robotaxi era has finally arrived — but the premium question looms large. On paper, the value case is compelling. Priced under $30,000, the Cybercab targets 2 million units per year at full capacity. A compact 35-kilowatt-hour battery pack delivers exceptional efficiency at 5.5 miles per kilowatt-hour, with an estimated 200-mile range — and no steering wheel or pedals to add cost or complexity. Uber and Lyft rides typically cost between $2 and $3 per mile; Tesla’s autonomous approach could slash th
      216Comment
      Report
    • xc__xc__
      ·04-09

      Tesla & Microsoft Left in the Dust: Earnings Set to Ignite or Ignite the Final Sell-Off? 😱📉

      $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ The broader market's roaring higher with S&P futures lifting 0.5% pre-market, but Tesla and Microsoft are dragging their feet amid the rally, highlighting a tale of two tech titans under pressure ahead of their critical earnings. Tesla's weaker Q1 delivery numbers have cast a shadow over sentiment, with the EV giant's April 22 report looming as a make-or-break moment for a potential valuation reset — investors are eyeing robotaxi progress and Optimus robot ramps to offset slowing core sales in a high-rate environment. Microsoft, meanwhile, holds its core narrative intact around Azure cloud growth and Copilot enterprise adoption, but the big question is whether th
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      Tesla & Microsoft Left in the Dust: Earnings Set to Ignite or Ignite the Final Sell-Off? 😱📉
    • nerdbull1669nerdbull1669
      ·04-10

      Prepare For TSLA and MSFT With Sell Puts and Leverage For a Quick Rebound

      As of April 2026, both $Tesla Motors(TSLA)$ and $Microsoft(MSFT)$ have indeed found themselves in the unusual position of being "Magnificent Seven" laggards. While the broader market has shown resilience, these two have faced unique headwinds—Microsoft from a massive AI-related capital expenditure (capex) cycle and Tesla from shifting EV demand and margin compression. Here is an analysis of the upcoming volatility drivers and the outlook for these two giants. 1. Earnings as Volatility Drivers Earnings reports will be the immediate litmus test for whether these stocks can pivot from laggards to leaders. Tesla (TSLA): Confirmed for April 22, 2026. The Volatility Factor: Expectations are high for clarity on
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      Prepare For TSLA and MSFT With Sell Puts and Leverage For a Quick Rebound
    • Maverick OptionsMaverick Options
      ·04-09

      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism

      1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi
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      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism
    • CheryllllCheryllll
      ·04-17
      Tesla's trajectory is one of the most debated topics in the modern industrial landscape, sitting at the volatile intersection of automotive manufacturing, artificial intelligence, and renewable energy. To understand where the company is headed, one must look beyond quarterly delivery numbers and analyze the structural shifts in its business model. The Shift from Hardware to Autonomy The core of the "Tesla bull case" has transitioned from being the world’s leading EV manufacturer to becoming a dominant force in Artificial Intelligence and Robotics. The development of Full Self-Driving (FSD) is no longer just a feature; it is the fundamental product. If Tesla successfully solves Level 4 or Level 5 autonomy, the business model shifts from a low-margin hardware sale to a high-margin software-a
      449Comment
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    • RickPANDARickPANDA
      ·04-24
      PCT: TSLA Beat But Rise Capex to 25B. When will AI pay off? v2.0 : PCT = Pandas Coffee Talk. Based on the April 2026 earnings report, Tesla reported a Q1 2026 earnings beat, but confirmed a massive surge in capital expenditure (CapEx) to over $25 billion for the year—roughly triple the 2025 outlay—to fund AI, robotics, and the Cybercab. Management warned that this inv
      429Comment
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    • SG DLC NewsSG DLC News
      ·04-24

      Tesla falls 3% overnight before losing 3.6%; Position this earnings season with 3x DLCs

      $Tesla Motors(TSLA)$ delivered an earnings beat after the close on Wednesday (22 April), but the stock still slipped 3% overnight as investors focused on Elon Musk’s warning that capital expenditure will rise sharply, with 2026 spending now set to exceed prior guidance. Amplifying the move, the $TESLA 3xShortSG280330(RLSW.SI)$ gained about 9% on Thursday in Singapore, while the $TESLA 3xLongSG261006(TSYW.SI)$ fell by a similar magnitude. Tesla went on to fall close to 3.6% by US market close, lifting the Tesla 3x Short DLC up a further 1.7% to close up 10.9% on a US market close to close. During the previous earnings season,
      24.15KComment
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      Tesla falls 3% overnight before losing 3.6%; Position this earnings season with 3x DLCs
    • WeChatsWeChats
      ·04-11
      TSLA & MSFT Miss the Market Rip: Pre-Earnings De-Risking or the Ultimate Dip Buy? ​The broader market is catching a serious bid right now, but two of the heaviest hitters in the index—Tesla (TSLA) and Microsoft (MSFT)—are completely sitting out the dance. Tesla is still nursing its wounds after a weak Q1 delivery print, while Microsoft is experiencing a rare momentum pause as Wall Street holds its breath ahead of upcoming earnings. With Tesla’s critical Q1 report dropping on April 22 and Microsoft’s right around the corner, this stark divergence from the broader rally is the most important setup on the board. ​Are big funds just clearing the deck and de-risking before earnings, or is this the exact moment contrarians should be stepping in? Let’s break down the tape. ​1️⃣ Tesla’s Q1 Rea
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