OT: Stock and Investment Thread
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Tesla's UK sales fell nearly 12% in January, even as monthly EV registrations in Europe's biggest battery-electric market surged to a record, according to data published by New AutoMotive on Tuesday.
That follows a 63% decline in January sales for Tesla in France, drops of 44% and 38% in Sweden and Norway, and a 42% fall in the Netherlands. In California, the largest U.S. car market with more than 1.7 million vehicle registrations in 2024, Tesla sales fell by 12%.
Chinese EV are selling in Europe even with the tariffs.
Buying TSLA on the blind faith on robots or robot taxis. I’ll wait till they are in the market
BYD is crushing it. Tesla models are stale and expensive. I can see a future where pure electric cars are primarily focused on entry-level models and hybrids command the highest premium. I was thinking of putting down a reservation on the new Scout and would definitely pay extra for the electric/gas version.
With trade wars with allies, nationalism/populism and protectionism, the US will continue to vacate its position as a global leader. The vacuum left behind will likely be filled by China. China may at some point become the world leader.
If China becomes the world leader it will because of its energy production. We have a year or two so start catching up. They have plenty of their own issues at home to keep them occupied as well.
Start catching up? The world is not going to 100% wind and solar (and possibly nukes) in the next 50 years. The only way China would become a world leader is if they increase using more coal.
They’ll become the world leader because of their use of nuclear. Very well timed article…
As Jacopo Buongiorno, a professor of nuclear science and engineering at the Massachusetts Institute of Technology (MIT), observed, “China is the de facto world leader in nuclear technology.”1 Indeed, China likely stands 10 to 15 years ahead of where the United States is in nuclear power (referring especially to the ability to field fourth-generation nuclear reactors).
Any specific plays with China? I own BABA, but that is pretty much it as of now.
You missed it. It has more than doubled in 10 days. If AI does what I am hoping it does then I will be even happierF BBAI.
No, still don't own it yet.
AI hasn't pumped yet. Are you thinking that earnings will be well received (2/26)? If yes, perhaps short-term calls?
Ya, even successfully traded that 26ish% up day and the subsequent moderate sell off. Took the opportunity to double my position.
But still less then 1% of my portfolio as I have a couple of these small cap high beta plays going right now. Including DEFTf LUNR and CRNT. The latter of which, after a great run, sold off hard on earning. But is super cheap with excellent TTM growth(still need to dig in on why it tanked, I assume poor guidance).
Reddit and Trade Desk getting crushed. Buy the dips?
Reddit
— The social media platform slid 17% after Reddit’s user numbers fell short of Wall Street’s expectations. Daily active uniques averaged 101.7 million for the fourth quarter, reflecting growth of 39% year over year but missing analysts’ call for 103.1 million, per StreetAccount. Separately, Reddit beat analysts’ expectations on the top and bottom lines for the fourth quarter.
The Trade Desk
— The advertising technology stock plunged 25% after posting revenue of $741 million in the fourth quarter, which was below the consensus forecast of $759 million from analysts polled by LSEG. Guidance for current-quarter revenue was also weak. On the other hand, the company earned 59 cents per share, excluding items, beating the Street’s estimate by 3 cents a share.
Robinhood
— The digital finance platform jumped 13% on stronger-than-expected revenue for the fourth quarter. Robinhood reported $1.01 billion for the three-month period, topping the consensus estimate of $944.6 million from analysts surveyed by LSEG.
AppLovin
— The app technology stock surged 20% after beating Wall Street’s predictions for the fourth quarter and offering strong current-quarter revenue guidance. AppLovin earned $1.73 per share on $1.37 billion in revenue, while analysts polled by LSEG had penciled in $1.24 in earnings per share and $1.26 billion in revenue.
Dutch Bros
— The coffee shop chain soared 19% after fourth-quarter earnings surpassed expectations and after issuing an optimistic full-year revenue outlook. Dutch Bros earned 7 cents per share, excluding items, and recorded $343 million in revenue. Analysts had expected the Oregon-based company to see just 2 cents earned for each share and $318 million in revenue. Same-store sales also topped expectations.
Fastly
— The cloud platform provider tumbled about 16% after it offered weak guidance for the full year. Fastly sees a loss of 9 cents to 15 cents per share for the period, while analysts polled by LSEG anticipated a profit of 4 cents per share. The company also posted a loss of 3 cents per share for the fourth quarter, wider than analysts’ consensus estimate.
MGM Resorts
— The resort and casino operator popped 8% after posting $4.35 billion in revenue for the fourth quarter. That is better than the consensus estimate of $4.27 billion, per LSEG.
Equinix
— The data center stock shed 2%. While Equinix raised its quarterly cash dividend by 10% to $4.69 per share, the company offered a softer full-year revenue outlook than anticipated by analysts, according to LSEG.
— The social media platform slid 17% after Reddit’s user numbers fell short of Wall Street’s expectations. Daily active uniques averaged 101.7 million for the fourth quarter, reflecting growth of 39% year over year but missing analysts’ call for 103.1 million, per StreetAccount. Separately, Reddit beat analysts’ expectations on the top and bottom lines for the fourth quarter.
The Trade Desk
— The advertising technology stock plunged 25% after posting revenue of $741 million in the fourth quarter, which was below the consensus forecast of $759 million from analysts polled by LSEG. Guidance for current-quarter revenue was also weak. On the other hand, the company earned 59 cents per share, excluding items, beating the Street’s estimate by 3 cents a share.
Robinhood
— The digital finance platform jumped 13% on stronger-than-expected revenue for the fourth quarter. Robinhood reported $1.01 billion for the three-month period, topping the consensus estimate of $944.6 million from analysts surveyed by LSEG.
AppLovin
— The app technology stock surged 20% after beating Wall Street’s predictions for the fourth quarter and offering strong current-quarter revenue guidance. AppLovin earned $1.73 per share on $1.37 billion in revenue, while analysts polled by LSEG had penciled in $1.24 in earnings per share and $1.26 billion in revenue.
Dutch Bros
— The coffee shop chain soared 19% after fourth-quarter earnings surpassed expectations and after issuing an optimistic full-year revenue outlook. Dutch Bros earned 7 cents per share, excluding items, and recorded $343 million in revenue. Analysts had expected the Oregon-based company to see just 2 cents earned for each share and $318 million in revenue. Same-store sales also topped expectations.
Fastly
— The cloud platform provider tumbled about 16% after it offered weak guidance for the full year. Fastly sees a loss of 9 cents to 15 cents per share for the period, while analysts polled by LSEG anticipated a profit of 4 cents per share. The company also posted a loss of 3 cents per share for the fourth quarter, wider than analysts’ consensus estimate.
MGM Resorts
— The resort and casino operator popped 8% after posting $4.35 billion in revenue for the fourth quarter. That is better than the consensus estimate of $4.27 billion, per LSEG.
Equinix
— The data center stock shed 2%. While Equinix raised its quarterly cash dividend by 10% to $4.69 per share, the company offered a softer full-year revenue outlook than anticipated by analysts, according to LSEG.
Does anyone want to mention Tesla has stopped production on the world's best selling vehicle across all their factories simultaneously for retooling for the new Model Y?
You'd think the media would include that minor detail. Nah. What's worse is the savvy investors here swallow the Elon bad, Tesla doomed narrative..... again.
That's a more recent phenomenon. Does not factor in to the recent sales slumps.
Heard the same excuse on Model S and X. Btw, there is inventory if you want a model Y. That dog don’t hunt.
Globally, no model Ys produced dec-jan.
Seems recent.
Tesla ended FY 24 with 12 days of inventory.
S and X are completely irrelevant. Tesla could discontinue both models or 3X sales. Neither would move the needle.
And I'm sure if Tesla does discontinue the S & X, you'll be here screaming about the company's imminent demise.
Link?
Tesla site saying new model Y deliveries begin in March. So February sales will be zero?
Edit: If Tesla stopped production, and only had 12 days of inventory, then shouldn't sales be down 60ish% across all countries?
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10x on PLTR in under 2 years has been amazing. It is now easily in my top 5 holdings.
Correct. I meant earnings. They have had issues with their diversification of clients. Baker Hughes makes up a big portion of their revenue. I have a feeling that this will be a turn around moment for them. Only time will tell.
Makes sense. Any thoughts on RDDT? This report was a minor stumble and caused a 15% pullback. But that user base is huge and could be monetized quite a bit.