– Sectors – Tesla Inc. (TSLA)

January 10, 2023

Tesla China Reports First Full Week of Jan. 2023 Car Sales & Full Month of Dec. 2022 Domestic Sales; is there “Big Trouble in Little China”?

By Gordon L. Johnson II

Tesla’s China Demand Problems Appear to be Metastasizing (it seems, the company will need a bigger price cut). Early this morning, according to ZHU Yulong microblog, we learned that over the Jan. 2nd-to-Jan. 8th timeframe,…

Tesla Inc. (TSLA)

Tesla China Reports First Full Week of Jan. 2023 Car Sales & Full Month of Dec. 2022 Domestic Sales; is there “Big Trouble in Little China”?

Tesla’s ~10.5% “Across the Board” Chinese Price Cuts Last Night Are Much Worse Than You Think

Documents from FOIA Request Show Gross Negligence & Incompetence at NHTSA; This Isn’t Sustainable

Q2 Preview – We See Positives (Better Margins) & Negatives (Rev & EPS Miss); Q3 Guide Will Be Key

We Blv TWTR has E. Musk Dead to Rights in Buyout Enforcement w- TSLA Investors the Likely Bagholders

Similar to Netflix, Tesla Just Went Ex-Growth; the Difference, in our Opinion, is They Lied About It

We Blv TSLA’s 1Q22 Operational Cash Flow Will Miss by ~50%, Sending The Shares Tumbling Lower

Q1 Deliveries Miss Our-FactSet’s Est, Yet Best Bloomberg; Is New Delivery Definition “Big” Red Flag?

When Adjusting for TSLA Not Paying its Bills, Its Biz Does Not Generate Cash; This Isn’t Sustainable

Desperate Sell-Side “Bag Holders” Are (Again) Sandbagging 4Q Ests to Support “Silly” Price Targets

We See Large 4Q Delivery Beat as Fated; While 4Q Cons Ests Remain Amusingly Low, 2022E Risks Soaring

TSLA’s 3Q21 Results & 4Q21-2022E Margin Guide Prove it’s “Simply” an Auto Company; Bulls Beware

3Q21 Street Estimate(s) for TSLA “Laughably” Low; we See Big Top-Bottom Line Beat on Deck for 10-20

Tesla’s ~223K of 3Q21 Deliveries Likely to be Seen as “Positive” by Sell-Side-Media Pundits

What to Expect for TSLA’s Earnings Tonight; Will One-Time 1Q21 Accounting Change be the Difference?