Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.
The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and
Apple Stock Is Going Down, One Analyst Says. Here’s Why
Recently, I laid out the arguments supporting Wall Street’s most bullish of theses on Apple stock. Some of the highlights included the doubling of services and wearables revenues in five years, the 5G super cycle, the greenfield Apple Car opportunity, and an acceleration in share repurchases.Now, I look at the flip side of the coin. How would one support the most bearish argument on Apple shares?At least one analyst has compiled a laundry list of items that makes him fear for a 35% drop in the s