Following $Tesla Motors(TSLA)$ 's earnings release, the stock price movement has left many observers puzzled. As is often the case, investors have been quick to craft narratives in an attempt to rationalize the surge. One post from seekingalpha that stood out to me was titled, "Tesla: Don't Keep Letting the Market Take You for a Ride." It effectively summarized key points from the recent announcement and echoed the broader sentiment of what I interpret as a sense of optimism shared by a segment of the investor community. The writer argues that investors who "buckled up" Tesla during its recent dip have benefited, as the stock has rebounded. In addition, it criticizes the bearish media narrative, suggesting it exaggerated Tesla's trou
$GRINDR INC(GRND)$ high conviction given stellar track record post-earnings. Grindr has cemented itself as a social platform brand amongst the LGBTQ+ community and will continue to build traction as user base scale. In my opinion, the platform is a conducive avenue for LGBTQ+ to connect, whereas physical means presents a challenge even to date. By the numbers, +29% y/y topline revenue reflects increasing number of paying users (+15%) and wallet spend (+8%) for Q3. Supporting drivers are (1) increasing gen Z users with spending power (2) targeted middle aged platform users with above average purchasing power vs users of other dating sites (i.e match.com). on the other hand, EBITDA margins of 42% and FCF conversion presented an impressive 69% v
$Tesla Motors(TSLA)$ Tesla's recent financial performance presents a compelling case study in the ongoing debate over the Efficient Market Hypothesis (EMH). In the first quarter of 2025, Tesla reported a 71% drop in net income, falling to $409 million from nearly $1.4 billion the previous year. Revenue declined by 9% to $19.3 billion, and vehicle deliveries decreased by 13%, marking the company's weakest quarter since 2022 According to the EMH, such negative financial indicators should lead to a corresponding decline in stock price, as markets efficiently incorporate all available information. However, Tesla's stock behavior deviated from this expectation. Despite the disappointing earnings, Tesla's shares rallied amid investor optimis
$Tesla Motors(TSLA)$ Questions about Tesla's narrative as a "company carving out a new industry" or simply just "competing for market shares in a traditional automotive industry": 1. Wouldn't the introduction of cheaper models risk cannibalising the other standard models? 2. If Robotaxis are thought of a replacement to car ownership (also in the namesake of TAM growth), shouldnt that also reduce overall demand for automobile, in turn affecting said company sales? 3. Trend of switching from ICE to EV: how about the competition between other automakers making similar shifts, chinese EV automakers with models that are cheaper and existing EV competitors? In my opinion, announcements of robotaxis and rollouts of cheaper model is not conclusive
Classic retail hoping to hold and sell to a greater fool, while institutional and insider orchastrates this wonderful came of musical chairs.... exactly like the squid games.
Tesla Stock Jumped 5% After Musk Saying He Is Back To Spending 24/7 At Work
Does the world really need to rely on the US for economic growth? Clearly, the Orange guy's recent policies (outlined below) have been aimed at manipulating the Dollar to boost the US economy—often at the expense of countries that have played fairly in global market competition. So why not isolate them and just let the USD depreciate? That way, other nations won't be "led by the nose" and dragged down by the US government's messy politics and underperformance. (1) Pushing for interest rate cuts to continue running deficits—fuelled by poor local spending and tax decisions—while paying lower interest on US debt held by foreign countries. (2) Imposing tariffs based on the assumption that other nations can't survive without exporting to the so-called "largest" consumer market in the wor
$Tesla Motors(TSLA)$ When you know you cant gather enough interest (from bond issuance) to invest in xAI, so you rely on Tesla to fund xAI... value destructive? i am sure those with background in corporate finance should already know what's up LOL