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I was looking for something that was a red flag in here, and could not find one. The only thing I could find is that the solar business is not doing well and th
by kevstev 5y ago
I was looking for something that was a red flag in here, and could not find one. The only thing I could find is that the solar business is not doing well and that is just a drop in the bucket at this point in terms of revenue, its not even really material.
- rileymat2 5y agoThe red flag is not those numbers, it is the market cap they are trying to justify. They are doing terrific.
- mgh2 5y agoOr maybe that part of its valuation is tied to bitcoin on its balance sheet?
- avrionov 5y agoThere are a few in the call with the analysts [1]. - Multiple references to the FSD. Promised FSD to be ready this year again. - Dojo may not be ready and not faster than a cluster of GPUs - Solar installations are dawn In general very positive results. [1] https://seekingalpha.com/article/4481919-tesla-inc-tsla-ceo-elon-musk-on-q4-2021-results-earnings-call-transcript https://seekingalpha.com/article/4481919-tesla-inc-tsla-ceo-...