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Oppenheimer Analyst Rusch Makes the Bullish Case for Tesla

May.21 — Colin Rusch, Oppenheimer senior analyst, and Bloomberg Businessweek’s Max Chafkin discuss the road ahead for Tesla Inc. with Bloomberg’s Taylor Riggs on “Bloomberg Technology.”

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May.21 — Colin Rusch, Oppenheimer senior analyst, and Bloomberg Businessweek’s Max Chafkin discuss the road ahead for Tesla Inc. with Bloomberg’s Taylor Riggs on “Bloomberg Technology.”

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26 Comments

26 Comments

  1. Yaakov Kahan

    May 22, 2019 at 5:47 am

    There’s no case for a $10 stock price. Companies would line up to buy it much before that.

    • Deadpool Melly051 YM

      May 22, 2019 at 7:01 am

      Yaakov Kahan wrong. You gonna learn the hard way

    • Xing Gao

      May 22, 2019 at 1:15 pm

      +Deadpool Melly051 YM hahaha, you have no idea

    • Tiger Fang

      May 22, 2019 at 3:35 pm

      +Deadpool Melly051 YM At $1.5 Billion. Alibaba/Baidu will buy Tesla outright. Any number of chinese companies will buy the tech since the americans don’t care about it.

  2. Avraham Avraham

    May 22, 2019 at 6:06 am

    Yes Tesla sucks. ?

    • Frank Speaking

      May 22, 2019 at 10:22 am

      The future from Legacy Auto

    • bo luc

      May 22, 2019 at 12:29 pm

      If Tesla sucks uber and lyft worth nothing

  3. CaliforniaMISC

    May 22, 2019 at 6:34 am

    Uber should be .10 cents then

    • SBF News

      May 22, 2019 at 3:30 pm

      True!

    • Robin Östringer

      May 22, 2019 at 3:33 pm

      And wework negative $10bn

  4. George

    May 22, 2019 at 8:17 am

    before they open their mouths they need to disclose if they have driven a model 3 and if they haven’t, drive one, then talk. It is the iphone of cars

    • Rex AC

      May 22, 2019 at 1:43 pm

      +Bill Cichoke so youre saying we should let the old people decide what future we want? Not tell them what we want then???

    • Bill Cichoke

      May 22, 2019 at 2:12 pm

      +Rex AC You mean the ones who are going to be expected to PAY for it all? Absolutely.

    • Rex AC

      May 22, 2019 at 2:33 pm

      +Bill Cichoke my point is the younger generation is the next biggest market and the majority of them are only being really impressed by tesla… so because it doesnt work for you dont say it doesnt make sense when you are not in the majority of the next big market. In this case your opinion doesnt matter and theres nothing you can do to change it

    • R S

      May 22, 2019 at 3:42 pm

      Bill Cichoke 35%? What bullshit are you spewing. The first iPhone screen was never plagued with massive touch issues. This is the first time I have heard this argument. Most folks who have driven a Tesla, love a Tesla! It’s does everything you want it to. It would be the only reason why we would see a massive rise in sale figures rather than a decline as you have expressed.

  5. Kehinde O

    May 22, 2019 at 9:52 am

    There was no suddenly pivot to autonomy. It was literally always the plan since 2012

    • Frank Speaking

      May 22, 2019 at 10:21 am

      In the US there are 1 Auto fatality every 16 Minutes, there have been 3 Tesla Fatalities total.
      Tesla autonomy does not depend on being on highways or in geomapped areas

    • Mike Metcalfe

      May 22, 2019 at 12:08 pm

      Yeah that was an embarrassing take ?

    • Marko Topolnik

      May 22, 2019 at 1:54 pm

      For specificity, here’s a quote from “Master Plan, Part Deux” published on Tesla’s website in 2016:
      > So, in short, Master Plan, Part Deux is:
      >
      > Create stunning solar roofs with seamlessly integrated battery storage
      > Expand the electric vehicle product line to address all major segments
      > Develop a self-driving capability that is 10X safer than manual via massive fleet learning
      > Enable your car to make money for you when you aren’t using it

      The plan seems to be rolling out at a regular rate.

    • Mark Wicklander

      May 22, 2019 at 4:06 pm

      Agree, that’s why all model 3’s are capable of autonomy. They wouldn’t have been built that if it wasn’t the original plan.

  6. nox5555

    May 22, 2019 at 10:22 am

    a decline is cashcow cars and a shacky demand situation with a sedan, thats not good!

  7. Qinby 1

    May 22, 2019 at 11:05 am

    It seems to me that when TESLA had its autonomy day and presented for investors they have “the Best Chip” chip and it is already produced and put in vehicles now.
    The pundits take away from this was, screw the chip, some said it was fake , hard to claim since it does exist and is produced.
    The other conclusion was not “aaah this is a potential opportunity” but the takeaway was… “TESLA’s car sales are tanking, there is a demand problem and this presentation was made as a deflection”
    Really weird conclusion.

    I will diverge a bit… talking about fake chips, what happened with the “Ground breaking Bloomberg story “China puts spy chips in Supermicro’s servers” now 6 months later, nobody have seen one of these alleged chips.
        talking about fake news, stock manipulation, China bashing and fear mongering.
    This story, which if true would have been devastating for the Chinese supply chain, just buried and forgotten??

  8. KABOOM

    May 22, 2019 at 12:50 pm

    tesla is best short i ever saw, total distortion caused by cheap money and bubble mentality, great con artist too. great car companies that had profits went down too, tesla just burns money.

  9. redarrowhead2

    May 22, 2019 at 2:04 pm

    $4.20 price target

  10. Belmont Kraft

    May 22, 2019 at 2:32 pm

    Gotta love the scent of Elon & Co’s butthurt religious, cultist cucks, fluffers and guerrilla marketeers in the morning.

    ?

  11. Monica Latvenas

    May 22, 2019 at 3:22 pm

    There was no “Sudden pivot to autonomy”
    Elon has been talking about self driving Teslas for years and the software upgrades are in public record.
    These talking heads are uninformed and doing a disservice to the public

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Applied Materials’ Results, OpenAI-Reddit Partnership | Bloomberg Technology

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Bloomberg’s Caroline Hyde and Ed Ludlow break down Applied Materials’ earnings, which failed to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other products, and CoreWeave secures nearly $8 billion in private debt.
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Reddit forged a partnership with OpenAI that will bring its content to the chatbot ChatGPT and other products, while also helping the social media company add new artificial intelligence features to its forums. Bloomberg’s Shirin Ghaffary joins Ed Ludlow and Caroline Hyde on “Bloomberg Technology.”
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Applied Materials, the largest US maker of chipmaking machinery, failed to impress investors with its latest forecast following a rally in the shares this year. Advisors Capital Management Partner & Portfolio Manager JoAnne Feeney joins Ed Ludlow and Caroline Hyde to discuss the results and the future of the broader chip industry on “Bloomberg Technology.”
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