This seekingalpha guy apparently understands that Tesla has a very strong business fundamental and longterm growth potential, but unfortunately relies on someone else’s random, and rather simplistic valuation model to arrive at a conclusion… if you only invest in Tesla when they have proven they are winning in EV, autonomous driving, energy, robotics… sure this valuation model works for sure. But people are investing in Tesla exactly for this potential and Idon’t see how that can be factored in using just some simple numbers plugged into a generic model from somewhere /someone
Tesla already expressed that they will use Shanghai as an export hub. Fluctuations in numbers between domestic sales and exports is verynatural. Most of mainstream media for some reason just like to paint a very negative picturebout Tesla. But maybe it’s just a better chance to load up on more Tesla :)
This article is written as though Tesla is sitting still waiting for everyone to catch up. Wld suggest taking a deeper look into the competition and their products before making a judgment. Tesla’s falling market share is a terrible bear argument, because it most certainly will fall anyway… regardless of how successful Tesla is. You just need a handful of companies to start selling EVs at a decent volume and market share will definitely fall. People also tend to forget Tesla is more than an EV company