Chris Kim

[Gary Black @garyblack00]

I’ve rarely seen such a disconnect between $TSLA EPS estimates which continue to fall (FY’23 $3.36, -37% YTD; FY’24 $4.79, -27% YTD) vs overwhelming bullishness about FSD/mnfg advantages among the Tesla faithful. How does one reconcile?

The former issue is short term, with traders seeing 3Q volume ests dropping and worries that auto gross margins (ex-RC) still have not bottomed. My 3Q delivs est is 445K vs 462K Street, with the difference largely due to China not having M-3s to deliver or export to Europe over the last few weeks of the qtr. This will reverse in 4Q once M-3 refresh delivs start.

[Chris Kim @intelexgroup]

@realDonaldTrump @FLOTUS Was the test result positive in a negative way or positive in the positive way??? 🧐🤔

[Chris Kim @intelexgroup]

Team Global Domination! Hoorah! #BMFlorida2016 #businessmastery #bmfl2016 #globaldom

[Chris Kim @intelexgroup]

@dmscott

[Chris Kim @intelexgroup]

#businessmastery #tonyrobbins #globaldom #globaldomination #smiles