Wells Fargo paints a bleak picture for Tesla in 2025. Are they right to be so bearish? A 125 price target seems incredibly low, especially given Tesla’s history of innovation and market disruption. Is this pure FUD or a legitimate warning?
Their argument centers around weakening fundamentals, potential IRA repeal impact, and overvaluation of future projects like CyberCab and Optimus. What do you think? Is the market blinded by hype, or is Wells Fargo missing the bigger picture?
The comparison of the CyberCab/Optimus valuation to Waymo seems particularly provocative. Is it a fair comparison? Are these truly comparable ventures at this stage? Could Tesla's AI ambitions be a game-changer, or are they a costly distraction?
The potential IRA repeal is definitely a factor to consider. How much will it actually impact demand? Will Tesla be able to absorb the hit, or will margins suffer significantly? What are the chances of the repeal actually happening?
Perhaps the most interesting point is the declining sales despite price cuts. Is this a sign of market saturation, increased competition, or simply a temporary blip? What are your predictions for Tesla deliveries in 2025?
This report raises some serious questions about Tesla's future. Let’s discuss. Are you bullish, bearish, or somewhere in between? What are your thoughts on these predictions?
Wells Fargo paints a bleak picture for Tesla in 2025. Are they right to be so bearish? A 125 price target seems incredibly low, especially given Tesla’s history of innovation and market disruption. Is this pure FUD or a legitimate warning?
Their argument centers around weakening fundamentals, potential IRA repeal impact, and overvaluation of future projects like CyberCab and Optimus. What do you think? Is the market blinded by hype, or is Wells Fargo missing the bigger picture?
The comparison of the CyberCab/Optimus valuation to Waymo seems particularly provocative. Is it a fair comparison? Are these truly comparable ventures at this stage? Could Tesla's AI ambitions be a game-changer, or are they a costly distraction?
The potential IRA repeal is definitely a factor to consider. How much will it actually impact demand? Will Tesla be able to absorb the hit, or will margins suffer significantly? What are the chances of the repeal actually happening?
Perhaps the most interesting point is the declining sales despite price cuts. Is this a sign of market saturation, increased competition, or simply a temporary blip? What are your predictions for Tesla deliveries in 2025?
This report raises some serious questions about Tesla's future. Let’s discuss. Are you bullish, bearish, or somewhere in between? What are your thoughts on these predictions?
- By allmaxh