Tesla Investor Day 2023 — Will This Change Everything?
Tesla Investor Day is this Wednesday. Morgan Stanley analyst Adam Jonas thinks we will hear about a lower priced car from Tesla.
Adam Jonas
Strong Tesla Profits & Demand Boost Tesla Bull Outlooks, But Concerns Linger
Following what many considered a rough 2022 for Tesla, investors are warming up to the idea of a big 2023 for the automaker, especially after the company’s recent quarterly earnings call. With Tesla’s strong profits heading ending 2022, and new expansions and production plans set to begin this year, some … [continued]
Tesla’s Stock Upgraded As Market Shifts
Tesla’s stock is among many that have had a rough year in the face of the current bear market. But some investors see the company’s shares trading at low prices as an opportunity, while one analyst even upgraded Tesla’s stock ahead of the coming holidays. Citi Research analyst Itay Michaeli … [continued]
We Don’t Need Nickel From Russia
We don’t need nickel from Russia. There is a critical need for nickel and other EV battery metals worldwide, but we don’t need to get it from Russia. In March 2022, Morgan Stanley’s Adam Jonas shared worries about Russia’s outsized role in the nickel supply chain for EVs. CNBC’s Phil … [continued]
Adam Jonas Of Morgan Stanley: Tesla [TSLA] Is A Must Own. But What About Legacy…
This article is on some interesting things that Adam Jonas has said recently on Tesla and legacy auto. We have written a lot about Adam Jonas over the years. I remember him for his infamous $10 Tesla price target if everything goes wrong for Tesla. He certainly was wrong about … [continued]
GM’s ICE Business Is Worthless, Adam Jonas Confirms
Wow, how things change. Ten months ago, I wrote an article after Morgan Stanley’s Adam Jonas declared to investors that he felt that GM’s EV business was worth $100 billion, while offering an opinion that the business should be valued at $60 billion. Let’s revisit my original article briefly, and … [continued]
Tesla Not Only American Tech Company Banned From Chinese Military Complexes, Sales Unlikely To Be…
China recently banned Tesla vehicles from its military complexes while citing security concerns, and this has “finance Twitter” in a bit of a tizzy. Reuters reported that Tesla vehicles can not enter Chinese military complexes due to security concerns over the cameras installed on Tesla’s vehicles. The directive advises Tesla … [continued]
Morgan Stanley: The Oil Industry Is About To Become Worthless
Originally published on EV Annex. by: Charles Morris There’s a lot of denial and wishful thinking in the oil and auto fields these days, but on the other hand, there are quite a few industry observers who understand that a historic transition is beginning. A recent article in the trade magazine OilPrice.com … [continued]
Tesla Analysts — Uno Reverse, The Q4 Report Cards (+ Livestream)
UNO reverse, that is what this feels like! In this case, that means we analyze the analysts. This is the 4th edition of our Tesla analyst report cards, based on where their TSLA price targets and sell/hold/buy advice would lead you (based on information from tools like tipranks, marketbeat, and other research).
Goldman Sachs On Tesla’s S&P 500 Entry: “Could Spark $8 Billion Buying Spree”
Goldman Sachs, which has reportedly made $100 million off of Tesla trades this year, has pointed out that Tesla’s S&P 500 entry could “spark an $8 billion buying spree. Back in September, the International Financing Review (IFR) noted that Goldman Sachs made $100 million from its series of trades that involved Tesla.
