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Here are my thoughts on major risks facing tesla, including currency adjustments, Chinese demand, and falling backlog. Tesla does have some offsetting good news though - so fingers crossed. Here are my updated projections.
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By Stock Chat

where the coffee is hot and so is the chat

32 thoughts on “The coming disaster facing tesla stock red flag warning .”
  1. Avataaar/Circle Created with python_avatars Meli - Overwatch says:

    “Hast du nicht alle Tassen im Schrank” man I love german sayings.

  2. Avataaar/Circle Created with python_avatars Vlado Petkov says:

    The problem with your Poland thesis is that gas/energy prices are held artificially high (like 10x YoY) by the EU energy Market sham. Which will lead to something like a severe deindustrialization in Europe. That'd make this Tesla factory unprofitable.

  3. Avataaar/Circle Created with python_avatars Double T says:

    I'm short you Kevin

  4. Avataaar/Circle Created with python_avatars Leander says:

    Last month the bullrun was real and long term on this channel. This month the recession will be devastating.
    Ok

  5. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Stallantis (The Italians) are not happy – Jeep is doing fine – however – not looking good – because Ford Bronco took away many future Jeep owners.

  6. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Battery Technology is changing – $20,,000 to replace a Tesla Battery is crazy – there must be a better way going forward.

  7. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Tesla needs to build the Cyber Truck and the 18 wheel semi truck – Tesla will have to much competition going forward – because of batteries changing FAST

  8. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Tourism is a big deal in England – so American travel to England and find it CHEAP compared to America that is expensive.

  9. Avataaar/Circle Created with python_avatars Judy Gutierrez says:

    kevin do you know Mrs Evelyn Carrera, she is financial advisor for crypto?

  10. Avataaar/Circle Created with python_avatars spelare2 says:

    Shanghai is an exporthub and will always produce at maximum. And the the money will be invested in that region so currency wont be an issue. Same goes for Europe.

  11. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Digital Currency is coming in October 2022

  12. Avataaar/Circle Created with python_avatars cybergigafactory says:

    I tried to build a model that is inspired by yours.
    Could you tell me how you calculate your expense margin for sales and Semi?

  13. Avataaar/Circle Created with python_avatars Hola! Comrad Steward says:

    This is the issue that everyone is too dependent on the Chinese market so much

  14. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Funny – accept GOLD – Cybercurrency & Bitcoins

  15. Avataaar/Circle Created with python_avatars Sevak Dishoian says:

    Very good analysis on this Kevin, thank you for all the work you do!

  16. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Pee pee – Pricing Power

  17. Avataaar/Circle Created with python_avatars Omerta 402 says:

    Your comment about PE and PEG ratio is assuming Tesla continues to grow at levels which it has never actually achieved into the foreseeable future. With a recession no company should be valued at over 100 PE, especially when you have Ford and other major car manufacturers brining EV to market and now beating to market Tesla (EV truck) . They no longer have the pricing power they use to have which is not priced in your model. This is a car company over a $1T market cap. Unless they are expecting to completely change the core business of the company, your valuation, in my opinion, is impossible to achieve.

  18. Avataaar/Circle Created with python_avatars Michael Mourek says:

    Funny – Made in China is America

  19. Avataaar/Circle Created with python_avatars cybergigafactory says:

    „Nicht alle Tassen im Schrank“ 😂😂😂

  20. Avataaar/Circle Created with python_avatars Syed Qasim says:

    Bro gimme some good news once in a while too

  21. Avataaar/Circle Created with python_avatars Mohamed Fazlon says:

    Yes, the great British peso 😂😂😂

  22. Avataaar/Circle Created with python_avatars mav ace says:

    Great video Kevin. thanks for a very informative video, being an honest Tesla bull and not being part of this fantasy land of youtube tesla bulls who think the stock will 10x by 2030

  23. Avataaar/Circle Created with python_avatars Pab S says:

    Tesla… $125 per share by June 23

  24. Avataaar/Circle Created with python_avatars P T says:

    Build in Poland and you get world war 3 bombing target

  25. Avataaar/Circle Created with python_avatars Allen Hubbard says:

    These investment are only bound to make slow profit returns in the current market, I've come across a few blogs mentioning investors that generated profit of up to $450,000 in 3months and I'm eager to know what/how I can make such lucrative profit

  26. Avataaar/Circle Created with python_avatars David Bourne says:

    Naaaah..Tesla stock will do just fine.

  27. Avataaar/Circle Created with python_avatars P T says:

    Goldman sacs here hold its sacs

  28. Avataaar/Circle Created with python_avatars P T says:

    Tesla the last stock bubble to burst !

  29. Avataaar/Circle Created with python_avatars Andrew Stokes says:

    Europe won't be buying tesla anytime soon as its now more expensive to charge a ev than a feul car

  30. Avataaar/Circle Created with python_avatars Chris Greg says:

    Hi Kev!! You sir, are a genius. Can’t thank you enough for your work. Please change your worries dumbface thumbnail format. It’s a huge step backwards. You are 10000x better than that. Thank you!

  31. Avataaar/Circle Created with python_avatars Bianco Nero says:

    Tesla just need to fix all their product prices in USD. Thats it. every country currency’s will calculate current rate upon request on the website

  32. Avataaar/Circle Created with python_avatars Stock market tips and information says:

    I’m a course member. Kevin just bought some more Tesla Friday or maybe it was Monday. Either way he literally just bought more shares.

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