A man who doesn't like Tesla, named Gary Johnson, said that Elon Musk, the boss of Tesla, lied about making a robot that looks like a human. He also said that Tesla is not selling many cars and losing money because people don't want electric cars yet. Other car companies are also stopping to spend money on electric cars because they are not making enough profit. Elon Musk said he will make a cheap car soon, but Gary Johnson doesn't believe it will happen. Read from source...
- The analyst is clearly an enemy of Elon Musk and Tesla, as evidenced by his outspoken criticism and bearish expectations.
- He exaggerates the problems and challenges faced by Tesla, such as weak demand for EVs, falling margins, increasing tax rates, and lack of innovation in humanoid robots.
- He ignores or downplays the achievements and potential of Tesla, such as its growth rate, net margin, battery technology, autonomous driving capabilities, and visionary leadership.
- He uses selective data, cherry picking, and negative framing to make his arguments seem more convincing and credible. For example, he focuses on the removal of 50% annual growth from Tesla's statement, while ignoring that it is still a realistic goal given the current market conditions and competition. He also compares Tesla unfavorably to traditional carmakers that are less innovative, efficient, and sustainable.
- He relies on emotional appeals, such as "weak demand", "not profitable", "shielding himself", and "carrot" to manipulate the audience's emotions and perception of Tesla.
- He fails to provide any evidence or logical reasoning for his claims about humanoid robots being a fake and Elon Musk not delivering at all. He seems to be jealous or insecure about Tesla's advances in AI and robotics, which threaten the status quo and his own expertise.
- He contradicts himself by acknowledging that humanoid robots are not coming anytime soon, but then claiming that Elon Musk is constantly making promises he can't keep.
bearish
Key points:
- The article is an exclusive interview with a Tesla analyst who claims that Tesla's humanoid robot was a fake and Elon Musk doesn't deliver on his promises.
- The analyst is also critical of Tesla's earnings, demand, margins, tax rates, price cuts, and next generation model.
- The analyst cites other carmakers like GM pulling back from EV investments as evidence that the EV market is not profitable.
The article suggests that Tesla is facing multiple challenges in the EV market, including weak demand for its cars, falling margins, increasing tax rates, and increased competition from traditional carmakers such as General Motors. The analyst quoted in the article is also critical of Elon Musk's vision for humanoid robots, claiming that it is not realistic or feasible. Therefore, based on this information, I would recommend selling Tesla shares and investing in more profitable and stable sectors such as oil and gas, or defense. Alternatively, one could also consider investing in other EV manufacturers that have a proven track record of profitability and growth, such as Toyota or Ford. However, be aware that these companies may also face similar challenges as Tesla in the future, due to changing consumer preferences and regulatory environment. Therefore, it is advisable to diversify your portfolio across different industries and regions, and to monitor the market trends and news closely.