Posted by Wedbush analyst Dan Ives (73..162.32) on December 29, 2022 at 19:24:21:
In Reply to: To HA, tn (Tesla mổ xẻ banh xác in details duông) posted by cai vườn on December 29, 2022 at 13:25:42:
"Lay out the strategic plan for Twitter," Ives said in a note to clients. "Right now very simply the fear is (that) Twitter is bleeding money with advertisers fleeing (for now) which means more losses and therefore more Musk TSLA stock sales."
He said Musk must turn his attention back to Tesla and announce a major stock buyback.
A longtime Tesla bull, Ives also said TSLA stock is under heavy pressure due to concerns about the possibility of an extended production shutdown in China for January.
"With China the core linchpin to the Tesla bull thesis, worries are growing around what the softening demand picture looks like for 2023 given the dark macro clouds and increasing domestic EV competition," he said.
He also thinks that higher inventory levels, recent price cuts and overall production slowdowns in China suggest that Tesla will likely miss reduced Street estimates for fourth quarter. And he expects a softer trajectory for 2023.