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"Messy" TSLA Earnings Expected, EVs to Challenge Long-Term Bull Thesis

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Manage episode 496091855 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" with its anticipated AI and FSD advancements. However, Lucas still sees the EV tax credit cut and lack of infrastructure serving as a major headwind.

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6278 episodes

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Manage episode 496091855 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" with its anticipated AI and FSD advancements. However, Lucas still sees the EV tax credit cut and lack of infrastructure serving as a major headwind.

  continue reading

6278 episodes

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