Dan Ives
@DivesTech
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Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1 🍕
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Tomorrow Musk will officially cut the red ribbon on the Giga Berlin factory with Tesla now establishing a major manufacturing factory within Europe. We view the opening of Giga Berlin as one of the biggest strategic endeavors for Tesla over the last decade. Output expanding key
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We are raising our price target on Tesla from $275 to $300; new bull case of $400. We believe the Tesla demand story has made a significant turn for the positive heading into 2H/2025. Tesla AI story could be worth $1 trillion+ and is the most undervalued AI name in our view🐂🍿🏆
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This was a massive delivery beat and will send the Tesla bears back into hibernation mode. The price cuts was a smart poker move for Tesla and paying major dividends in the field especially for the China market. This was a trophy case quarter for Musk & Co. 🏆🐂🔥♟️🍿
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I believe
@TeslaBoomerMama
played a key role in this outcome. 🔥🏆💎
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Raising our price target on Tesla from $310 to $350 based on our increasingly bullish view of further EV share gains and margin stabilization in 2024. We believe Tesla will reach the $1 trillion market cap in 2024 as the next phase of growth story underway with Musk & Co. 🔥🐂
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Tesla just announced its 4Q delivery number which beat even the bull case whisper number on the Street. This was a “trophy case” quarter for Musk & Co. with massive momentum moving into 2022. 309k deliveries vs. the Street's 266k and bull case whisper numbers in the 275k range.
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We believe there is $5 trillion of EV auto market dollars up for grabs with Tesla likely to own $2.5 trillion of this pie. We estimate China is worth $400 per share to the Tesla story for 2022 and raising our price target from $1,100 to $1,400 with our bull case $1,800.
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Based on our analysis of Giga Austin it appears paperwork is now clearing the way for Model Y production starting over the next 7-10 days. We believe the stamping machines for Model Y and testing is already in place and mostly completed, green light for Tesla to kick off Austin
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In a watershed moment,
@elonmusk
made a surprise weekend trip to Beijing to meet with a host of high ranking Chinese government officials including Chinese Premier Li Qiang with a laser focus on cutting the ribbon on the long awaited TSLA rollout of FSD software in China 🔥🍿🐂
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For investors its crystal clear just how far ahead Tesla is ahead of the rest of the auto industry when it comes to producing/scaling EVs with last night another display of the pure breadth and scale of Tesla globally. This was a showcase event for Musk and the Tesla community
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Delaware Court ruling a shocker ruled against Musk/Tesla BUT this now clears the path for the Board to create a new pay package and incentives that could supersede this and could solve lot of the Musk ongoing frustrations. Also could further lock Musk into Tesla. More to come
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In a nutshell, we view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time. Raising price target to $350 on sum-of-the-parts valuation. ♟️🏆🌊
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This morning Tesla announced solid deliveries of 484.5k vehicles in 4Q which beat the Street's expectations of ~480k. This was a clear win for Musk and Tesla as hitting 1.8 million vehicles for 23 was a major achievement with nice momentum into 24. Big year ahead for TSLA🔥🐂🚗
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Tesla does Model Y/3 price cuts up to 20% and stock down ~2% despite the skeptics yelling fire in a crowded theater. As we have said tons of bad news has been baked into TSLA. We remain bullish into 2023 and big fans of this strategic poker move by Musk & Co.
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Tesla playing chess while others are playing checkers. Becoming clearer and clearer. 🏆
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TSLA investors are exacerbated by this never ending Twitter albatross. Musk needs to look in the mirror and end this constant merry-go-round of Twitter overhang on the Tesla story with his focus back on the golden child Tesla which needs his time more and no more TSLA stock sales
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Musk announces he will resign as CEO once successor found. Finally a good step in the right direction to end this painful nightmare situation for Tesla investors.
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Palantir finally gets into S&P 500…been a lot of anticipation on the Street and the day has finally come as the Messi of AI is now at the center of the AI Revolution 🔥🏆🐂🍿
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Tesla strong 2Q deliveries of 444k nicely ahead of whisper numbers of 420k and Street 438k. In a nutshell, the worst is in the rear view mirror as we believe the EV demand story is starting to return to the disruptive tech stalwart ahead of a historical Robotaxi Day Aug 8🐂🔥🍿
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We reiterate our OUTPERFORM on Tesla while raising our price target from $215 to $300 as the sum-of-the-parts story for Tesla now further comes into play with its supercharger network, energy business, AI driven autonomous path, unmatched battery ecosystem, and increased scale
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We are raising our price target on Tesla from $1,000 to $1,100 as the green tidal wave hits its next gear into 2022. Tesla is seeing EV demand robust globally with the long awaited margin story now taking hold. Our long term bull case is now $1,500 vs. prior bull case of $1,300.
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Tesla 🐻 can celebrate today with the mini sell off post q, enjoy it. This is just setting the stage for next phase of Tesla growth story to manifest as more scale and battery efficiency take hold: monetizing supercharger, batteries, FSD into 24/25. Get out the popcorn 🍿🍿🐂♟️🌊
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The narrative and fundamental story for Tesla is more bullish this morning after the call/quarter than 24 hours ago. The Austin production news and 4680 update are potential "game changers" to the Tesla story. In a nutshell, Tesla is extending their lead in the EV arms race
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We are initiating coverage on Palantir with an OUTPERFORM rating and a $25 price target. In a nutshell, we believe Palantir has built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade. PLTR poised to be a key AI player 🏆
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My view is that many on the Street and the auto industry do not appreciate just how important and revolutionary the Austin factory is for Tesla. It changes the game for Tesla from a supply perspective along with Berlin-further flexes production muscles when other autos struggling
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The Musk vs Apple new battle is not what investors want to see. The Street wants less drama, not more as this Twitter situation remains the gift that keeps on giving for the Tesla bears with every day a new chapter.
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TSLA announces 4Q 405k deliveries missing Street’s 418k. Lot of moving parts but overall would call this better than worst case fears (above 400k) in a jittery macro. While bulls will not be super happy we believe this was a relatively good performance in tough backdrop.
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And now sitting on top of the peak of the mountain with Tesla in a massive position of strength Musk has managed to do what the bears have unsuccessfully tried for years...crush Tesla's stock by his own doing in what we view as a purely painful dark situation. Cutting PT to $250
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Our bull case is now $350 on Tesla heading into the next 12 to 18 months as we believe the next chapter in the Tesla growth story around autonomous and FSD is now on the near-term horizon set to take Tesla's valuation to north of $1 trillion in 2025 in our view.
@LastCallCNBC
🐂
Look forward to recapping this key day for
@elonmusk
and Tesla while debating
@GerberKawasaki
at 7 pm
@LastCallCNBC
with
@SullyCNBC
🐂🔥🏆💎🐐🍿👇
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The new bull run 🐂 in Tesla has begun in our view with the mojo front and center for
@elonmusk
with a historical Robotaxi Day August 8th and demand turning around for Tesla. Most undervalued AI play in our view. 🏆🔥🐂🍿
Tesla strong 2Q deliveries of 444k nicely ahead of whisper numbers of 420k and Street 438k. In a nutshell, the worst is in the rear view mirror as we believe the EV demand story is starting to return to the disruptive tech stalwart ahead of a historical Robotaxi Day Aug 8🐂🔥🍿
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The
@elonmusk
2018 comp package overhang is now over as this has passed shareholder approval along with the much anticipated move to Texas leaving the Delaware nightmare in the rear view mirror. This all comes down to Musk is Tesla and Tesla is Musk-pivotal outcome overnight 🏆🔥
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In a much needed call Musk stepped up as the adult in the room and laid the foundation for Tesla's growth strategy; most importantly a lower cost vehicle slated for 2025 production/delivery. We believe the next wave of the growth story and autonomous vision key. PT to $275 🏆🐂
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We believe the new tech bull market has now begun and tech stocks are set up for a strong 2024 with tech stocks we expect to be up 20%+ led by Big Tech as the AI spending tidal wave hits the shores of the tech sector. Focused on 2nd/3rd/4th derivatives of AI Revolution 🐂🏆🔥
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The bears will focus on a 200 bps auto gross margin (ex-credit) miss which we ultimately view as table stakes in the Tesla story. EV demand is stabilizing in China, price cuts are mostly done, and the mojo is back at Tesla with AI the linchpin as we reiterate our $300 PT 🏆🔥🐂
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We were dead wrong expecting Musk and team to step up like adults in the room and give a strategic and financial overview of the ongoing price cuts, margin structure, and flucuating demand..INSTEAD we got a high level view with another train wreck conf call for Street. PT to $315
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Tesla; I focused on unit growth looking robust for 2022, Austin up and running, 4680 battery news, and the auto GM story. Why in the midst of the biggest supply chain crisis in modern history would Tesla introduce new models/roadmap?! Others disagree. That’s what makes a market.
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We detailed in a note our Top 10 Actions Musk Needs to Do at Tesla/Twitter in 2023 in our opinion to change negative sentiment around the Tesla story. We remain long term bullish and OUTPERFORM on Tesla although Musk MUST start to change direction here we believe
@elonmusk
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Been a brutal sell-off in tech stocks that is hard to digest for tech bulls like us. Tech earnings bullish for enterprise/product driven names; outside supply chain issues shows demand intact. Fighting the Fed thesis we get, but this sell-off magnitude irrational in our opinion
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Great to be in Seoul, South Korea 🇰🇷 today visiting investors and tech companies discussing the AI Revolution and our tech bull thesis 🔥🏆🍿🐂
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We are adjusting our pre-split $1,000 price target ($333 post split) to $360 reflecting the 3:1 split as well as improved production from Tesla out of its key China Giga factory during the September quarter with clear momentum heading into year-end. Maintain Outperform rating.
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We were able to survey over 500 consumers ready to buy an EV in 2023 over the past week. Our survey found that 76% of EV Chinese consumers are considering buying a Tesla in 2023 with the nearest domestic competitors BYD in second place followed by Nio in third place.
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Nvidia earnings on August 28th you will be able to hear a pin drop on trading desks around the Street/globe as investors hear from the Godfather of AI Jensen on the massive demand trajectory for AI chips into 2025 which we believe will be another drop the mic moment for tech 🔥
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Lot of questions from followers about tech bubble worries with Fed bursting bubble perception. I was a tech analyst in 99/00; cannot even compare the two time periods. The growth for disruptive tech (software, 5G, cyber security, EV) today is unlike anything seen last 25 years
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Per Musk comments the AI story at Tesla is still very much under appreciated by the Street in our view. The point Musk is making with his 25% ownership comments is around future AI projects at Tesla or outside Tesla. We believe the board/Musk will ultimately resolve this issue
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Yesterday was a dark day for Tesla (and us) but this is not the end. It’s about the next chapter-how Musk/Tesla move forward at this historical moment. We will be discussing our Top 10 List for Musk to Turn Around Tesla Narrative on
@CNBCClosingBell
at 3 pm with
@ScottWapnerCNBC
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Just hit-Tesla ~423k 1Q deliveries vs Street at 420k looks like clean beat. Price cuts implemented paid dividends and China we believe was a core source of strength. Production 441k good for capacity trajectory and production into 2Q. Model 3/Y deliveries were 412k and Model X/S
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Tesla has navigated the chip supply shortages better than any automaker globally. We see three main catalysts for Tesla in 2022 that if successful will be a major driver of the stock moving higher.
1. Berlin/Austin build out, 2. China mega growth, 3. 22 unit growth of 55%-60%.
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Lot of investor q’s about TSLA-Why is the stock up on price cuts? The reason is because the Street views this as a much needed strategic poker move to go for the masses/aggressively go after consumer EV demand in a soft macro. Near-term margin pain for long term share gain/volume
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Hertz placed an order for 100,000 Tesla vehicles by the end of 2022 which is the biggest electric deal order ever placed and representing $4.2 billion. This Hertz deal is a "major feather in the cap" for Tesla and speaks to where demand is heading in the Green Tidal Wave.
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The key for Tesla's stock looking ahead is the Street recognizing that Tesla is the most undervalued AI play in the market in our view with a historical Robotaxi Day ahead for Musk and Tesla on August 8th that will lay the yellow brick road to FSD and an autonomous future🔥🐂🍿🏆
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Musk sold $4 billion of stock according Form 4’s filed. The Twitter deal remains an albatross in many ways but it looks like the Musk stock sale worries now should be done. Tesla stock down big since Twitter deal. Frustrating situation for all.
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While we remain bullish on the long term thesis for Tesla and believe the stock is oversold, Musk continues to throw gasoline in the burning fire around the Tesla story by selling more stock and creating Tesla brand deterioration through his actions on Twitter-Board needs to act
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Tesla will ask shareholders to vote at this year’s annual meeting to authorize additional shares in order to enable a stock split. Looks like another stock split on the way.
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The Delaware decision against
@elonmusk
and
@Tesla
is a jaw dropper in our view and we would expect the Board to fight back and take this opportunity to give Musk a new and game changing comp package to secure his future at Tesla with AI front and center
@CNBC
@LastCallCNBC
👇🔥
"It's a pivotal time for Tesla," says
@divestech
after a judge voided
@elonmusk
's $56 billion Tesla compensation package. "I think it could be an 'aha' moment for Musk and the board." $TSLA
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We believe this tech sell-off will be short lived as the Street better digests results and commentary from the broader tech sector over the coming weeks during earnings season. This is the start....NOT the end of this tech bull run in our view fueled by this AI tidal wave.
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In my view
@garyblack00
does some of the best work on
@Tesla
in the world. Please stop getting on him for being a bit cautious over the last few months and he had great reasons. Take a deep breath..congrats to many that were Uber bullish in the dark times. Let’s move forward 🕺🐂
Sure, with the benefit of hindsight we could have owned more $TSLA than 3.3% of our portfolio. But the stock that replaced $TSLA as our
#2
position - $NVDA - is up +146% YTD vs TSLA still -8% YTD and NDX +18% YTD.
At $229, $TSLA now trades at 94x FY’2024 EPS of $2.42 - a
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While the knee jerk reaction will clearly be negative on a delay of August 8th based on this Bloomberg report that just hit, we believe the timing of robotaxis, partnerships, ultimate autonomous/AI driven tech does not change at all our AI thesis. We await to hear from
@elonmusk
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The most important thing for the tech sector is what Nvidia’s jaw dropping numbers tell us about the AI Revolution and what is coming to software, enterprise/consumer tech in 24. First derivative..now focus on second/third/fourth derivatives of AI. This a 1995 Moment! 🐂🔥🏆🍿
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The Tesla bear is back
@GerberKawasaki
🐻🫣👇. If it’s a 2 month delay for Robotaxi Day does not move the needle in our view on bullish AI thesis.
More “broken” promises. We knew no one at tesla was prepared or ready to launch a robotaxi. Just like the many promises about cybertruck that never materialized. There goes the $tsla MOMO. 😔
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I reiterate my thesis/note from yesterday: new tech bull market is here 🐂. The AI spending wave is unlike anything we have seen since the start of the Internet and is a “1995 Moment”. The bears will continue to focus on Fed jawboning and valuation-we focus on tech winners 🔥🍎
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My Dad called and asked about the stock market down while he in a panic….person at bagel place this am asked if Tesla still going be successful selling cars in bad economy….all signs fear in the air like 2001/2008/March 2020; as I said we stick to our long term tech playbook
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Musk Form 4 sells another 22 million Tesla shares. The Twitter nightmare continues as Musk continues to sell stock and the overhang grows.
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Is this the end of the tech party or is it a major buying opportunity during a white knuckle sell off? Our answer emphatically is that secular tech winners driving the 4th Industrial Revolution are now in oversold territory; valuations very compelling given massive growth ahead
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Palantir delivered another robust performance led by US commercial growth of 40%. Boot camps are exploding; deal conversion is accelerating on the AIP vision. The key to the stock is AIP/US commercial and the Messi of AI is executing on the golden AI vision. $35 PT 🔥🏆🐂🍿
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This was a game changer quarter for the Messi of AI Palantir to prove its AIP solution is monetizing AI and the AI revolution has begun. This is one of the best barometers of AI demand globally as use cases are exploding for Palantir. One of best pure play AI names in market 🐂🔥
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Robust print for Tesla. Confirms Giga Austin online with builds of Model Y have started; about hitting certification and start deliveries. All about supply ramp for Tesla. 2 million unit capacity we see by end of 2022 despite chip issues. Auto GM beat. Musk will hit on roadmap.
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Just hit: Musk defeats shareholder suit in SF over 2018 tweet. This removes another overhang on Tesla with this lingering in the background. Positive.
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We believe unit deliveries are trending well ahead of Street expectations for Tesla in 1Q. China and Europe in particular are tracking at least 15%+ ahead of Street estimates and combined with US Model Y-driven strength Tesla could now be on a 2 million unit run-rate exiting 2022
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The initial knee jerk Street reaction to Tesla’s big price cuts will be negative and the stock could be weak. However, seeing the forest through the trees Musk & Co. have more global scale today than ever before and it’s time to flex muscles and cut prices now in EV arms race
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Elon Musk accused Twitter of “resisting and thwarting” his right to information about fake accounts on the platform, calling it a “clear material breach” of the terms of their merger agreement in a letter to the company on Monday. Our view; Musk looking to walk away from deal.
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Semi event tonight for Tesla could open up another avenue of growth on EVs for the coming years. Pepsi taking deliveries a big step forward as more commercial customers look at this market. Scale and execution will be key for Tesla but many thought this day would never come.
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I continue to strongly believe Tesla has more EV growth opportunity in front of it than behind it. Price cuts all part of this EV cycle in a softer macro with competition increasing in China. Just grew deliveries 40% in a brutal macro let’s remember. Key 23 guide ahead-4q call
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Could not agree more with
@CathieDWood
on
@Tesla
. This is the interview to listen to
@CNBC
@CNBCtech
🏆👇
“There is so much negative psychology in the stock right now, around EVs themselves, which we think is misplaced,” says
@CathieDWood
on $TSLA. “EVs, we think, will be the bulk of the market in the next 5 years. Beyond that… robotaxis are going to change the landscape entirely.”
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As the saying goes.”They Started It, We Will Finish It", this will now be the mantra for
@elonmusk
and Board around moving Tesla from being incorp in Delaware to Texas at its upcoming shareholder meeting after the head scratcher ruling. We see new comp package getting Musk to 25%
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We believe if Musk refocuses back on Tesla, truly stops selling stock (walk the walk, not just talk the talk), the Board initiates a buyback, and 2023 guidance is set conservative on its 4Q call in January then this stock has bottomed in our opinion and works from here.
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I have seen this level of panic for tech stocks in early 2001, Fall of 2008, and March/April 2020. No one knows a bottom but the panic, fear, deleveraging across the board causing massive dislocation in high quality tech. We stick to our tech playbook to navigate market storm
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With German authorities finally giving approval for Tesla to officially begin production in Giga Berlin this removes a major overhang on the stock over the past few months. We believe by the end of 2022 Tesla will now have the capacity for overall ~2 million units annually
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With the last week of December now here we believe Tesla is tracking slightly ahead of the 480k delivery unit bogey for 4Q based on strong data out of the key China region that gives us incremental confidence in our bullish call into 2024 🐂. Next growth frontier underway 🔥🍿
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On the Musk $56 billion comp package this has been an area of hot button contention among some investors but we would expect the 2018 package will be overwhelming reapproved and given green light next week at Tesla’s shareholder meeting. One overhang removed next week 🍿🏆
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We believe Tesla selling off unwarranted on supply chain fears and risk off mentality. We focus on 2022 EV demand robust globally and Austin ramp. China key growth driver in 22.
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AI Revolution…Vision Pro…Cybertruck-just the beginning of the biggest tech cycle in 30+ years-buckle the seatbelts it’s going to be a fun ride. 🔥🏆🐂🍿🍎🕶️
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We view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time. Will discuss on
@LastCallCNBC
at 7 pm 👇🐂🔥
Will be discussing this new Tesla $350 price target call and bullish 2024 thesis only on
@LastCallCNBC
with
@SullyCNBC
tonight at 7 pm
@CNBC
@CNBCtech
🔥🐂📺🍿👇
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We believe the risk/reward is extremely compelling at these levels with the AI story/FSD making major strides at Tesla and represents a valuation that could exceed $1 trillion as this next chapter of the growth story plays out. 1Q units sluggish but 2.1 mm still hittable for 24.
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Once Twitter deal closes on Friday (which is our expectation) and Musk sells his needed Tesla stock this 6 month painful overhang will be over and Tesla investors can finally focus on moving forward and seeing the next chapter of growth story take hold into 23 despite macro.
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Raising our price target on Palantir from $30 to $35. Our recent checks on Palantir in the field have been incrementally more bullish as we believe the AIP foundation is becoming viewed by many US enterprises as the "launching pad of AI use cases". Messi of AI thesis. 🔥🐂🍿
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In our opinion the new tech bull market has begun and tech stocks are set up for a strong 2024 as we expect tech to be up 20%+ led by Big Tech as the AI spending tidal wave hits the shores of the tech world. Now the rest of the tech sector joins the Magnificent 7 in the rally🐂🔥
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Lots of bad news already baked into Tesla’s stock. That said, a miss is a miss and no rose colored glasses here as Musk needs to set realistic/hittable 2023 delivery/financial targets when they report earnings. 40% yearly delivery growth in this macro is still very respectable
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Great to be spending another packed day of meetings in Korea 🇰🇷meeting tech investors and companies to discuss the tech sector and the AI Revolution. 🔥🏆🇰🇷🐂🍿🕶️
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At the end of the day we believe the Board and Musk will be able to resolve this 25% issue over the next 3-6 months and ultimately all AI initiatives will be kept within Tesla. This dynamic will cause some noise but it’s a process we expect Musk/Board to manage for shareholders
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Good to see Musk and Cook patch things up and resolve any issues. A step forward for both Musk and Cupertino looking ahead and no more issues it appears.
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Tesla stock in holding pattern all because of supply chain scare on last conf call and waiting for final certifications so Austin starts delivering cars. Demand looks robust as we have discussed with China key. Tesla clearly does not have a demand problem, it’s a supply problem
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It is a pop the champagne moment for Musk and Tesla shareholders as based on Elon's X post overnight both the hot button 2018 Comp Package and Incorporation in Texas have been overwhelming approved. This removes a $20-$25 overhang on the stock in our opinion 🔥🏆💎🍿🍾🥂
The
@elonmusk
2018 comp package overhang is now over as this has passed shareholder approval along with the much anticipated move to Texas leaving the Delaware nightmare in the rear view mirror. This all comes down to Musk is Tesla and Tesla is Musk-pivotal outcome overnight 🏆🔥
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We believe the uncertainty around Musk at Tesla and overall AI initiatives has been a $40-$50 per share overhang on the stock that must be addressed by the Board. Will discuss on
@LastCallCNBC
👇
The Board of Tesla needs to do the following 3 things in our view
1. Create a new
Will be discussing only on
@LastCallCNBC
with
@SullyCNBC
tonight at 7 pm our thoughts on Tesla, why we remain firmly bullish 🐂 despite negative sentiment on the Street, and what steps the Board should take next for
@elonmusk
to secure his future at Tesla
@CNBC
@CNBCtech
📺🍿
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Raising our price target to $38 from $35 as the AIP story now takes hold for Palantir. Our bull case is $50. This was a game changer quarter for the Palantir story as the AIP monetization story shines. Haters will hate on this one..but US commercial AI speaks for itself 🏆🔥🐂
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We believe
@elonmusk
is the biggest golden asset for
@tesla
in our view with the next phase of the Tesla growth story ahead into 2024 🔥🏆🐂👇📺🍿
@LastCallCNBC
"Has
@elonmusk
hurt the company, or helped the company?" asks
@SullyCNBC
about $TSLA.
"He is the heart and lungs of Tesla," says
@DivesTech
.
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With AI spending taking up more spending in IT budgets as more organizations learn how to properly implement this tech, we believe the Messi of AI Palantir is in a prime spot to continue expanding its pipeline as AIP is front and center. New bull case target PLTR $50.🏆🐂🍿🔥
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Tesla cutting Model S and X prices another smart strategic move by Musk & Co. Lower price points have resonated well and spurred considerable demand with Model Y/3 and this continues down that path. Margins remain so above industry, Tesla in a position of strength on price cuts
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