Sabbe skrev:Jobbigt för dom som är kortsiktiga, men påverkar inte dom som är långsiktiga. Bra tillfälle för dom som ännu inte köpt aktien.
WSJ håller inte med. MYCKET bra text om du frågar mig:
https://archive.vn/vfqOZ
"More likely, Tesla’s ambition to increase vehicle deliveries consistently by 50% a year will dilute its margins. Today, these are high because it makes few models on a large scale and sells them for premium prices, helped by the shortage of vehicles in general and EVs in particular. Neither shortage will last forever, and Tesla’s own growth will undercut the combination of exclusivity and operational simplicity that support its current financial performance.
As for software, Tesla continues to struggle with its project to automate driving in a way more than a few of its biggest fans might be prepared to pay meaningful sums for. It isn’t alone: The entire industry hasn’t made as much progress toward commercializing self-driving technology as it once hoped. Even if a breakthrough emerges, there is little reason to think Tesla would make it. It doesn’t appear to have a lead over Intel’s Mobileye, which supplies competitors. Recent hints that Tesla might return to using radar, a tool it previously rejected, underline the point.
Even at half-price, investors need to make some very bold assumptions to see value in Tesla’s stock."