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- "We view Tesla's shift as thesis-changing, and worry the stock will need to undergo a potentially painful transition in ownership base, with investors previously focused on Tesla's EV volume and cost advantage potentially throwing in the towel, and eventually replaced by AI/tech investors with considerably longer time horizons," Rosen said.
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Apr 30, 2024 · The Tesla thesis is more compelling than it's ever been over the last five years. Read this article to see a more detailed analysis about TSLA stock.
Apr 18, 2024 · Tesla is losing the confidence of Wall Street amid reports it's pivoting from a low-cost Model 2 to robotaxis. Deutsche Bank just downgraded Tesla's stock and Barclays cut its price target.
Apr 19, 2024 · "We view Tesla’s shift as thesis-changing, and worry the stock will need to undergo a potentially painful transition in ownership base, with investors previously focused on Tesla’s EV...
Apr 18, 2024 · Tesla stock is on pace for new 52-week lows Thursday after Deutsche Bank downgraded its view on the shares, citing Elon Musk's robotaxi focus.
Apr 18, 2024 · “This strategy pivot is a clear net-negative for the Tesla investment thesis, as it casts significant uncertainty on the path ahead for Tesla, making success of the stock dependent on bets with...
Tesla Bull Warns Ditching Cheaper Car Would Be ‘Thesis-Changing’. Story by Esha Dey and Isabelle Lee. • 6h • 3 min read. (Bloomberg) -- One of Tesla Inc.’s biggest bulls on Wall Street is putting...
Apr 18, 2024 · Tesla bull warns ditching plans for ‘crucial’ cheaper car would be ‘thesis-changing’. BY Esha Dey, Isabelle Lee and Bloomberg. April 18, 2024, 12:17 PM PDT. Elon Musk denied that Tesla has...