n**m
发帖数: 1 | | Q********g
发帖数: 2465 | | n*******n
发帖数: 120 | | c******a
发帖数: 4400 | 4 very tough. Think about what kind of news brought it down to 250 in the last
round. Musk has to go crazy for that to happen. Going forward I mostly see
positive news. Bear thesis has been torn apart piece by piece. Remaining
pieces: (1) decrease of fed tax rebates; (2) accounting fraud. However,
there is still a chance tax rebate will be retained, which will be super
positive. Even without that, international sell and lease can keep the
demand going. As to accounting fraud, even a PWHC audit won't be able to
find anything.
When Tesla shoots up to $360 it will be a positive reinforcement because
900M of debt will become stock dilution. After that Tesla will have no risk
of bankruptcy no matter what.
I think the slow bears are fk'ed. They are too slow to respond to material
changes in fundamentals. Smart bears have already defected to the opposite
direction. | c******a
发帖数: 4400 | 5 perhaps if the general market turns bear will give bears a chance. It's not
certain yet. If that happens it would be a buying opp.
last
see
risk
【在 c******a 的大作中提到】
: very tough. Think about what kind of news brought it down to 250 in the last
: round. Musk has to go crazy for that to happen. Going forward I mostly see
: positive news. Bear thesis has been torn apart piece by piece. Remaining
: pieces: (1) decrease of fed tax rebates; (2) accounting fraud. However,
: there is still a chance tax rebate will be retained, which will be super
: positive. Even without that, international sell and lease can keep the
: demand going. As to accounting fraud, even a PWHC audit won't be able to
: find anything.
: When Tesla shoots up to $360 it will be a positive reinforcement because
: 900M of debt will become stock dilution. After that Tesla will have no risk
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