Tesla Worth $22, Demand Collapsing, FSD Dangerous 🤡

TL;DR

Tesla stock valuation dissected - demand issues, autonomy doubts, analyst criticism, and bullish arguments refuted.

Transcript

yes so our split adjusted target is 22 the reason is very simple tesla is losing significant share in every single market their current capacity is above demand this is happening despite the fact they're barely producing any cars at the texas plant or berlin plant but they should be seeing tremendous growth they're not when people realize this we t... Read More

Key Insights

• ❓ Market share decline contributes to Gordon Johnson's $22 valuation for Tesla.
• ❓ Challenges surrounding Tesla's growth potential amidst competition and demand issues.
• 🤳 Doubts exist on Tesla's ability to achieve full self-driving without lidar and radar technology.
• ❓ Criticism towards bullish analysts and their valuation methods.
• ❓ Endorsement of nuclear energy as a crucial element for the future energy mix.
• ❓ Critique of Tesla's valuation, demand concerns, and competition in automotive market.
• 🥺 Analysis of Tesla's lead times and production capacity by Gordon Johnson.

Questions & Answers

Q: Why does Gordon Johnson predict Tesla stock to be worth $22?

Gordon Johnson cites declining market share, production lead times, and better competition as reasons for his bearish valuation on Tesla.

Q: Is Tesla facing demand issues as per Gordon Johnson's analysis?

Yes, Johnson argues that Tesla's lead times decreasing signify exceeding production over demand, suggesting demand problems.

Q: What are Gordon Johnson's concerns about Tesla's autonomous driving capabilities?

Johnson asserts that Tesla's reliance on low-resolution cameras without lidar and radar will prevent achieving full self-driving capabilities.

Q: How does Gordon Johnson critique bullish analysts covering Tesla stock?

Johnson questions the credibility of bullish analysts like Dan Ives and Ross Gerber, citing valuation for non-existent divisions and lack of EPS insights as concerns.

Summary & Key Takeaways

• Gordon Johnson critiques Tesla's valuation based on declining market share and production lead times.

• Challenges the notion of Tesla's growth potential amidst better competition and demand issues.

• Debunks arguments on Tesla's autonomy capabilities, refutes bullish analyst claims, and praises nuclear energy.