According to Wall Street journal and Jan 29 earnings call, Chinese regulators don’t allow Tesla to transfer driving video outside the country and US regulators don’t allow FSD to be trained in China.
Tesla has been relying on video of Chinese streets on the internet according to the article.
There’s a regulatory domicile risk in action, keeping models and data separate.
short Tesla since $422, mid December, deep out of money put, for fun
Tesla dipped as low as $138 in the last year.
If it goes to $200, that might be satisfying for us shorts.
Current P/E is around 138 says one data source, which seems ridiculous unless those autonomous vehicles turn on soon.
I’m still a fan of tesla, just not the valuation.
a thread with an author count of 1. I can almost hear myself think.
And so the golden age begins.
I guess the age of lithium is retreating today with tsla down 15% thereabouts. P/E about 100, Toyota P/E is 7.
If tsla is valued 3x Toyota Motors, then tsla still has 80% to fall. Tsla price is 215, 80% decline puts it at 43. Seems very far away.
Let’s try a round number. I think tsla can fall to 100 (disclaimer: very random number).
This kind of prediction should be crowdsourced with a poll.
I am not a Tesla investor, but I am a Tesla trader. If it gets into the $100s, I will start to look at buying it. I purchased it last year for $165 and got out two months later (covered call was triggered) at $215.
I think anything below $200 is worth considering - not as an investment - but as a trade that would likely enjoy some momentum swings that are otherwise not necessarily supported by financials.