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Consensus is Tesla is overearning this year and EPS will decline beyond Q4'22 because vehicle prices are coming down This ignores the other side of the equation: cost reduction 1...
TAM is overrated While this data point can provide helpful context, what ultimately matters is the companyβs ability to execute. The best leaders create enough value to expand the...
New auto sales total $2T+ per year, one of the largest TAMs globally. Why is the market assigning so much value to Tesla relative to legacy OEMs? While they serve the same end mar...