Stock Moe 对 $TSLA 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
特斯拉在发挥其作用。
We got Tesla doing its thing.
英伟达、特斯拉和 Palantir 是常见的重仓股。
And Nvidia, Tesla, and Palanteer are the usual top holdings.
按顺序从英伟达一直排到 SpaceX、Palantir、AMD 和特斯拉。
in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.
特斯拉是一个关于 Robotaxi（自动驾驶出租车）的故事，而不是关于盈利的故事。获批将内华达州的 Robotaxi 车队扩大至 5,000 辆。Cyber Cab 的发布日期现已列入日程。
这很重要。我们谈论这件事已经好几年了。他们终于要实现了。
Tesla is a robo taxi story, not a earning story. Approved to expand the robo taxi fleet to 5,000 vehicles in Nevada. Cyber a Cyber Cab launch date is now on the calendar. That's big. We talked about this for years. They're finally getting there.
Cybertruck 定价上调了 5,000，这表明其拥有定价权，该股仍是全美散户持有最广泛的股票之一。每股收益下降 35%，净利润下滑，营收减少。
Cybertruck pricing was raised by 5,000 and which points to pricing power remains one of the most widely held retail stocks in in the country. Now earnings per share fell 35% net income fell revenue declined.
通常这类情况会引发在中国召回 300 万辆汽车（因门把手安全问题），在盈利下滑的情况下市盈率为 357，这是押注于故事而非业务本身。
you know normally these things would had a recall of 3 million vehicles in China over door handle safety PE of uh of was 357 on falling earnings is a bet on the story not the business today.
所以，虽然存在很多问题，但它仍然是宠儿，且以 390 作为远期估值指标。当我思考现金流时，我想的是这个。我不知道为什么我说了 Tesla 的负现金流。我不是在说 Tesla。不是在说 Tesla。
所以收回那句话。Tesla 表现尚可，销售和其他方面都还好。大家可以看到，我们知道 Tesla 是盈利的。
So, a lot of issues out there, but it's a still a darling and they got it at 390 as a forward thing. So, when I think about the cash flow, I'm thinking about this one. I don't know why I said the negative cash flow for um Tesla. I'm not talking about Tesla. Not talking about Tesla. So, retract that. Tesla's doing okay with the Tesla. uh the sales and everything else. You guys can see we know Tesla is profitable.