Latest ideas and analyses related to Model Y

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TSLA

+32 pts



$TSLA - Needham (bear) sees downside risk to estimates given mix shift toward lower ASP #Model3 and #ModelY

By cassie on Oct. 6, 2021, 11:51 a.m.
Tagged topics: mix shift , Model 3 , Model Y , Model S , Model X , electric vehicles , risk to estimates , Needham

Views: 318, Votes: 2, Responses: 0, Attachments: 2
TSLA

+1 pts





By Tubularpizza on Oct. 4, 2021, 4:35 a.m.
Tagged topics: China , Model 3 , Model Y , electric vehicles , RBC , upside to estimates

Views: 2, Votes: 1, Responses: 0, Attachments: 0
TSLA

+1 pts





By i_sarut on Oct. 2, 2021, 5:20 a.m.
Tagged topics: China , Model 3 , Model Y , electric vehicles , RBC , upside to estimates

Views: 2, Votes: 1, Responses: 0, Attachments: 0
TSLA

+39 pts



$TSLA - RBC says consensus 'looks a little low', sees potential upside to #Model3 or #ModelY

By cassie on Sept. 28, 2021, 12:15 p.m.
Tagged topics: China , Model 3 , Model Y , electric vehicles , RBC , upside to estimates

Views: 554, Votes: 3, Responses: 2, Attachments: 2
TSLA

+37 pts



$TSLA - Goldman says to look beyond the supply chain challenges, and see the secular long-term growth opportunity

By cassie on April 27, 2021, 12:33 p.m.
Tagged topics: near term vs long term , Model Y , battery technology , electric vehicles , supply constrained , Goldman Sachs , semi shortage

Views: 59, Votes: 4, Responses: 0, Attachments: 5
TSLA

+36 pts



$TSLA - Deutsche says Model Y likely to become top selling premium SUV in China by mid-year

By cassie on April 26, 2021, 9:22 a.m.
Tagged topics: price increase , China , made in China , Model Y , recurring-revenue , ADAS , electric vehicles , Deutsche Bank , best selling

Views: 681, Votes: 3, Responses: 0, Attachments: 2
TSLA , NIO

+5 pts



Tesla will have problems in China

By johnny1xy on March 29, 2021, 9:30 a.m.
Tagged topics: China , competitive environment , Model Y , electric vehicles , Deutsche Bank , ICE vs BEV , price cut , buy the dip

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA , GM

+32 pts



$TSLA, $GM - Deutsche's daily round up of news on EVs: Model Y price hike on strong demand, and GM production cuts on semi shortage (as requested)

By cassie on March 25, 2021, 11:11 a.m.
Tagged topics: price increase , Model Y , electric vehicles , Deutsche Bank , strong demand , production bottleneck , semi shortage

Views: 1067, Votes: 1, Responses: 0, Attachments: 2
TSLA , NIO

+35 pts



Post

By i.simonik00 on March 13, 2021, 1:34 a.m.
Tagged topics: China , competitive environment , Model Y , electric vehicles , Deutsche Bank , ICE vs BEV , price cut , buy the dip

Views: 3, Votes: 1, Responses: 0, Attachments: 0
NIO , TSLA

+85 pts



$NIO - Deutsche says near term competitive concerns from TSLA price cut are overblown

By cassie on March 11, 2021, 12:57 p.m.
Tagged topics: China , competitive environment , Model Y , electric vehicles , Deutsche Bank , ICE vs BEV , price cut , buy the dip

Views: 349, Votes: 7, Responses: 2, Attachments: 3
MGA , TSLA , NIO , GM

+33 pts



$MGA is an inexpensive play on vehicle electrification

By phenphen on Jan. 19, 2021, 4:13 p.m.
Tagged topics: management commentary , Model Y , price competition , electric vehicles , Deutsche Bank , NIO Day

Views: 7, Votes: 2, Responses: 0, Attachments: 0
TSLA , NIO , MGA , GM

+40 pts



Reinforcing EV vs. ICE Model

By adamsmith on Jan. 19, 2021, 3:12 p.m.
Tagged topics: management commentary , Model Y , price competition , electric vehicles , Deutsche Bank , NIO Day

Views: 16, Votes: 3, Responses: 1, Attachments: 0
NIO , TSLA

+48 pts



$NIO, $TSLA - Deutsche met with NIO management and says TSLA Model Y price cut has actually increased consumer interest in NIO

By josiebe on Jan. 19, 2021, 11:17 a.m.
Tagged topics: management commentary , Model Y , price competition , electric vehicles , Deutsche Bank

Views: 288, Votes: 5, Responses: 2, Attachments: 3
TSLA , F

+39 pts



$TSLA, $F - JP Morgan (persistent Tesla bear) says Ford Mustang Mach-E is a credible contender to Tesla Model Y, reiterates negative implications to Tesla valuation...grasping at straws?

By cassie on Jan. 8, 2021, 12:27 p.m.
Tagged topics: intensifying competition , Model Y , electric vehicles , JP Morgan , Mustang Mach-E

Views: 1860, Votes: 3, Responses: 0, Attachments: 1
TSLA

+30 pts



TSLA estimates will come down post Q1, wait to buy

By josiebe on March 2, 2020, 11:19 a.m.
Tagged topics: China , Model Y , corona virus , Europe , COVID-19

Views: 136, Votes: 1, Responses: 0, Attachments: 0
TSLA

+33 pts



Why Tesla has become a must-own stock

By puckerman17 on Jan. 13, 2020, 12:10 p.m.
Tagged topics: China , Model 3 , Model Y , powertrain , Advanced Driver Assistance System , ADAS

Views: 248, Votes: 3, Responses: 0, Attachments: 0
TSLA

+31 pts



Demand for Cybertruck likely a fraction vs. Model 3 and Y

By ethonomics on Nov. 22, 2019, 11:20 a.m.
Tagged topics: Cybertruck , Model 3 , Model Y

Views: 167, Votes: 1, Responses: 0, Attachments: 0