---
title: Syz The Moment | tesla (6)
description: tesla | Syz The Moment (6)
---

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Show more

10 May 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/8-of-the-10-biggest-winning-stocks-in-2020-have-lost-value-since-the-end-of-that-year-including-tesla-tsla&text=8%20of%20the%2010%20biggest%20winning%20stocks%20in%202020%20have%20lost%20value%20since%20the%20end%20of%20that%20year%20including%20Tesla%20$TSLA>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/8-of-the-10-biggest-winning-stocks-in-2020-have-lost-value-since-the-end-of-that-year-including-tesla-tsla&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/6-May-10-2024-01-26-00-5185-PM.jpg&title=8%20of%20the%2010%20biggest%20winning%20stocks%20in%202020%20have%20lost%20value%20since%20the%20end%20of%20that%20year%20including%20Tesla%20$TSLA&summary=Source:%20Barchart,%20FT&source=https://blog.syzgroup.com/syz-the-moment/8-of-the-10-biggest-winning-stocks-in-2020-have-lost-value-since-the-end-of-that-year-including-tesla-tsla>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/8-of-the-10-biggest-winning-stocks-in-2020-have-lost-value-since-the-end-of-that-year-including-tesla-tsla>

#### 8 of the 10 biggest winning stocks in 2020 have lost value since the end of that year including Tesla $TSLA

Source: Barchart, FT

[#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![8 of the 10 biggest winning stocks in 2020 have lost value since the end of that year including Tesla $TSLA](https://blog.syzgroup.com/hubfs/6-May-10-2024-01-26-00-5185-PM.jpg)

![8 of the 10 biggest winning stocks in 2020 have lost value since the end of that year including Tesla $TSLA](https://blog.syzgroup.com/hubfs/6-May-10-2024-01-26-00-5185-PM.jpg)

30 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/beware-tesla-shorts...-the-short-interest-is-at-3-year-high&text=Beware%20tesla%20shorts...%20the%20short%20interest%20is%20at%203-year%20high>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/beware-tesla-shorts...-the-short-interest-is-at-3-year-high&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/14-Apr-30-2024-11-58-48-5039-AM.jpg&title=Beware%20tesla%20shorts...%20the%20short%20interest%20is%20at%203-year%20high&summary=Source:%20Bloomberg,%20www.zerohedge.com&source=https://blog.syzgroup.com/syz-the-moment/beware-tesla-shorts...-the-short-interest-is-at-3-year-high>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/beware-tesla-shorts...-the-short-interest-is-at-3-year-high>

#### Beware tesla shorts... the short interest is at 3-year high

Source: Bloomberg, www.zerohedge.com

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![Beware tesla shorts... the short interest is at 3-year high](https://blog.syzgroup.com/hubfs/14-Apr-30-2024-11-58-48-5039-AM.jpg)

![Beware tesla shorts... the short interest is at 3-year high](https://blog.syzgroup.com/hubfs/14-Apr-30-2024-11-58-48-5039-AM.jpg)

29 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-2024-revenue-breakdown-21.30b&text=$TSLA%20Tesla%20Q1%202024%20Revenue%20Breakdown:%20$21.30B>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-2024-revenue-breakdown-21.30b&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/20-Apr-29-2024-12-46-45-8884-PM.jpg&title=$TSLA%20Tesla%20Q1%202024%20Revenue%20Breakdown:%20$21.30B&summary=Source:%20The%20Future%20investors&source=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-2024-revenue-breakdown-21.30b>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-2024-revenue-breakdown-21.30b>

#### $TSLA Tesla Q1 2024 Revenue Breakdown: $21.30B

Source: The Future investors

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![$TSLA Tesla Q1 2024 Revenue Breakdown: $21.30B](https://blog.syzgroup.com/hubfs/20-Apr-29-2024-12-46-45-8884-PM.jpg)

![$TSLA Tesla Q1 2024 Revenue Breakdown: $21.30B](https://blog.syzgroup.com/hubfs/20-Apr-29-2024-12-46-45-8884-PM.jpg)

24 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/breaking-tesla-stock-tsla-surges-over-8-after-releasing-q1-2024&text=BREAKING:%20Tesla%20stock,%20$TSLA,%20surges%20over%208%%20after%20releasing%20Q1%202024%20earnings%20results%20despite%20missing%20by%20nearly%20$1B%20on%20the%20top%20line%20and%20missing%20on%20EPS>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/breaking-tesla-stock-tsla-surges-over-8-after-releasing-q1-2024&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/11-Apr-24-2024-03-58-44-8175-PM.jpg&title=BREAKING:%20Tesla%20stock,%20$TSLA,%20surges%20over%208%%20after%20releasing%20Q1%202024%20earnings%20results%20despite%20missing%20by%20nearly%20$1B%20on%20the%20top%20line%20and%20missing%20on%20EPS&summary=Tesla%20Q1%20revenues%20fell%208.7%%20over%20the%20last%20year,%20the%20biggest%20decline%20since%202012.%20Net%20Income%20fell%2055%%20YoY%20to%20$1.1%20billion.%20Gross%20margins%20moved%20down%20to%2017.4%%20in%20Q1%20from%2019.3%%20a%20year%20ago%20and%2029.1%%20two%20years%20ago%20The%20company%20said%20in%20the%20deck%20that%20it’s%20accelerating%20the%20launch%20of%20“new%20vehicles,%20including%20more%20affordable%20models,”%20that%20will%20“be%20able%20to%20be%20produced%20on%20the%20same%20manufacturing%20lines”%20as%20Tesla’s%20current%20lineup.%20Tesla%20is%20aiming%20to%20“fully%20utilize”%20its%20current%20production%20capacity%20and%20to%20achieve%20“more%20than%2050%%20growth%20over%202023%20production”%20before%20investing%20in%20new%20manufacturing%20lines.%20NB:%20The%20company%20also%20revealed%20that%20NONE%20of%20their%20Bitcoin%20was%20sold%20despite%20recent%20speculation.%20Source:%20The%20Kobeissi%20Letter,%20CNBC&source=https://blog.syzgroup.com/syz-the-moment/breaking-tesla-stock-tsla-surges-over-8-after-releasing-q1-2024>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/breaking-tesla-stock-tsla-surges-over-8-after-releasing-q1-2024>

#### BREAKING: Tesla stock, $TSLA, surges over 8% after releasing Q1 2024 earnings results despite missing by nearly $1B on the top line and missing on EPS

Tesla Q1 revenues fell 8.7% over the last year, the biggest decline since 2012. Net Income fell 55% YoY to $1.1 billion. Gross margins moved down to 17.4% in Q1 from 19.3% a year ago and 29.1% two years ago The company said in the deck that it’s accelerating the launch of “new vehicles, including more affordable models,” that will “be able to be produced on the same manufacturing lines” as Tesla’s current lineup. Tesla is aiming to “fully utilize” its current production capacity and to achieve “more than 50% growth over 2023 production” before investing in new manufacturing lines. NB: The company also revealed that NONE of their Bitcoin was sold despite recent speculation. Source: The Kobeissi Letter, CNBC

[#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![BREAKING: Tesla stock, $TSLA, surges over 8% after releasing Q1 2024 earnings results despite missing by nearly $1B on the top line and missing on EPS](https://blog.syzgroup.com/hubfs/11-Apr-24-2024-03-58-44-8175-PM.jpg)

![BREAKING: Tesla stock, $TSLA, surges over 8% after releasing Q1 2024 earnings results despite missing by nearly $1B on the top line and missing on EPS](https://blog.syzgroup.com/hubfs/11-Apr-24-2024-03-58-44-8175-PM.jpg)

24 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-fy24&text=$TSLA%20Tesla%20Q1%20FY24:>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-fy24&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/10-Apr-24-2024-03-56-44-1266-PM.jpg&title=$TSLA%20Tesla%20Q1%20FY24:&summary=•%20Deliveries%20-9%%20Y/Y%20to%20386K.%20•%20Revenue%20-9%%20Y/Y%20to%20$21.3B%20($1.0B%20miss).%20*Automotive%20-13%%20*Energy%20Gen.%20&%20Storage%20+7%%20•%20Gross%20margin%2017%%20(-2pp%20Y/Y).%20•%20Operating%20margin%205%%20(-6pp%20Y/Y).%20•%20Capex%20+34%%20Y/Y%20to%20$2.8B.%20•%20Free%20cash%20flow%20(outflow)%20($2.5B).%20•%20Non-GAAP%20EPS%20$0.45%20($0.05%20miss)%20and%20-53%%20yoy%20Source:%20App%20Economy%20Insights&source=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-fy24>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/tsla-tesla-q1-fy24>

#### $TSLA Tesla Q1 FY24:

• Deliveries -9% Y/Y to 386K. • Revenue -9% Y/Y to $21.3B ($1.0B miss). \*Automotive -13% \*Energy Gen. & Storage +7% • Gross margin 17% (-2pp Y/Y). • Operating margin 5% (-6pp Y/Y). • Capex +34% Y/Y to $2.8B. • Free cash flow (outflow) ($2.5B). • Non-GAAP EPS $0.45 ($0.05 miss) and -53% yoy Source: App Economy Insights

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![$TSLA Tesla Q1 FY24:](https://blog.syzgroup.com/hubfs/10-Apr-24-2024-03-56-44-1266-PM.jpg)

![$TSLA Tesla Q1 FY24:](https://blog.syzgroup.com/hubfs/10-Apr-24-2024-03-56-44-1266-PM.jpg)

24 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/tesla-doubled-its-ai-compute-over-the-last-3-months&text=TESLA%20DOUBLED%20ITS%20AI%20COMPUTE%20OVER%20THE%20LAST%203%20MONTHS>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/tesla-doubled-its-ai-compute-over-the-last-3-months&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/9-Apr-24-2024-03-55-51-1361-PM.jpg&title=TESLA%20DOUBLED%20ITS%20AI%20COMPUTE%20OVER%20THE%20LAST%203%20MONTHS&summary=TESLA%20SPENT%201%20BILLION%20DOLLARS%20ON%20AI%20INFRASTRUCTURE%20OVER%20THE%20LAST%203%20MONTHS%20$TSLA%20Source:%20Gurgavin&source=https://blog.syzgroup.com/syz-the-moment/tesla-doubled-its-ai-compute-over-the-last-3-months>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/tesla-doubled-its-ai-compute-over-the-last-3-months>

#### TESLA DOUBLED ITS AI COMPUTE OVER THE LAST 3 MONTHS

TESLA SPENT 1 BILLION DOLLARS ON AI INFRASTRUCTURE OVER THE LAST 3 MONTHS $TSLA Source: Gurgavin

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![TESLA DOUBLED ITS AI COMPUTE OVER THE LAST 3 MONTHS](https://blog.syzgroup.com/hubfs/9-Apr-24-2024-03-55-51-1361-PM.jpg)

![TESLA DOUBLED ITS AI COMPUTE OVER THE LAST 3 MONTHS](https://blog.syzgroup.com/hubfs/9-Apr-24-2024-03-55-51-1361-PM.jpg)

3 Apr 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/tesla-tsla-1q24-deliveries-are-ugly-total-deliveries-8.5-y/y-with-model-3/y-10&text=Tesla%20$TSLA%201Q>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/tesla-tsla-1q24-deliveries-are-ugly-total-deliveries-8.5-y/y-with-model-3/y-10&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/4-Apr-03-2024-01-49-31-2874-PM.jpg&title=Tesla%20$TSLA%201Q>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/tesla-tsla-1q24-deliveries-are-ugly-total-deliveries-8.5-y/y-with-model-3/y-10>

#### Tesla $TSLA 1Q'24 Deliveries are ugly: Total deliveries -8.5% Y/Y with Model 3/Y -10%

Stock is down -5% today and now down -33% year-to-date... Source: Consensus Guru

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![Tesla $TSLA 1Q'24 Deliveries are ugly: Total deliveries -8.5% Y/Y with Model 3/Y -10%](https://blog.syzgroup.com/hubfs/4-Apr-03-2024-01-49-31-2874-PM.jpg)

![Tesla $TSLA 1Q'24 Deliveries are ugly: Total deliveries -8.5% Y/Y with Model 3/Y -10%](https://blog.syzgroup.com/hubfs/4-Apr-03-2024-01-49-31-2874-PM.jpg)

18 Mar 2024

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/gs-cutting-tesla-numbers-pt&text=GS%20Cutting%20Tesla%20Numbers%20&%20PT>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/gs-cutting-tesla-numbers-pt&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/16-Mar-18-2024-04-51-33-5585-PM.jpg&title=GS%20Cutting%20Tesla%20Numbers%20&%20PT&summary=1.%20"....lowering%20Tesla%20estimates%20to%20better%20reflect%20what%20we%20believe%20are%20both%20production%20(e.g.%20Model%203%20ramp%20pace,%20and%20downtime%20in%20Berlin%20tied%20to%20the%20Red%20Sea%20conflict/power%20loss)%20and%20market%20headwinds...%202.%20Overall%20we%20reduce%20our%20EPS%20estimates%20including%20SBC%20to%20$2.15/$3.80/$5.00%20from%20$2.45/$4.40/$5.40%20for%202024/2025/2026...%203.%20Our%2012-month%20price%20target%20is%20now%20$190%20(from%20$220%20prior),%20and%20is%20based%20on%2050X%20(unchanged)%20applied%20to%20our%20updated%20Q5-Q8%20EPS%20estimate..."%20source%20:%20goldman%20sachs,%20tme&source=https://blog.syzgroup.com/syz-the-moment/gs-cutting-tesla-numbers-pt>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/gs-cutting-tesla-numbers-pt>

#### GS Cutting Tesla Numbers & PT

1\. "....lowering Tesla estimates to better reflect what we believe are both production (e.g. Model 3 ramp pace, and downtime in Berlin tied to the Red Sea conflict/power loss) and market headwinds... 2. Overall we reduce our EPS estimates including SBC to $2.15/$3.80/$5.00 from $2.45/$4.40/$5.40 for 2024/2025/2026... 3. Our 12-month price target is now $190 (from $220 prior), and is based on 50X (unchanged) applied to our updated Q5-Q8 EPS estimate..." source : goldman sachs, tme

[#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla)

![GS Cutting Tesla Numbers & PT](https://blog.syzgroup.com/hubfs/16-Mar-18-2024-04-51-33-5585-PM.jpg)

![GS Cutting Tesla Numbers & PT](https://blog.syzgroup.com/hubfs/16-Mar-18-2024-04-51-33-5585-PM.jpg)

❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/5)

[3](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/7)

[❯](https://blog.syzgroup.com/syz-the-moment/tag/tesla/page/7)

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