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Gary Black's 2021 TSLA Stock Exit Dodged A 30% Drop: Can Valuation Discipline Outsmart Tesla's 2025 Robotaxi Hype
Wednesday, June 11, 2025 - 11:01am | 1472As Tesla Inc. (NASDAQ:TSLA) gears up for its much-hyped Robotaxi service launch, investors are revisiting the disciplined valuation strategy of Gary Black, who sidestepped a 30% downturn by exiting TSLA in 2021. What Happened: With Tesla's stock trading at a staggering price, which is 166.67 times...
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Tesla Is 6X More Expensive Than Its Peers And The Most Overvalued Mag 7 Stock: Gordon Johnson Questions Fundamentals As Elon Musk Shrugs Off Concerns
Wednesday, May 21, 2025 - 7:53am | 1276Despite the overvalued nature of the stock based on its price-to-earnings metric, Tesla Inc. (NASDAQ:TSLA)’s CEO, Elon Musk, has defended the company’s growth, citing its stock prices, shrugging off the fundamental worries surrounding the carmaker as highlighted by experts. What...
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Wall Street's 'Sugar Rush,' Bill Gates On Tariffs And A $600 Billion Saudi Deal: Top Economics Updates This Week
Sunday, May 18, 2025 - 8:02am | 525The week has been a rollercoaster ride for Wall Street, with a flurry of events stirring the financial markets. From a macro expert’s warning about a potential market misreading to Bill Gates’ critique of Donald Trump’s tariffs, the week was packed with intriguing developments....
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Gordon Johnson Warns Of Potential 'Liberation Day 2.0' As 30-Year Treasury Yields Approach 5% Amid Dollar Weakness
Wednesday, May 14, 2025 - 4:05am | 728Prominent financial analyst Gordon Johnson has ignited discussion on social media, suggesting that a potential “Liberation Day 2.0” – an event triggering a significant equity market downturn – could be imminent. What Happened: The CEO and Founder at GLJ Research, LLC, Johnson’s...
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First Solar Cuts 2025 Guidance, Analyst Bullish On Expectations Of Tax Credits Remaining Intact
Thursday, May 1, 2025 - 11:18am | 347First Solar Inc. (NASDAQ:FSLR) reported downbeat first-quarter earnings on Wednesday. While the stock came under pressure after the company reduced its 2025 guidance, it is likely to "materially outperform its peers," according to GLJ Research. The First Solar Thesis: Analyst Gordon Johnson...
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Gordon Johnson Defends Tesla Short Thesis As Margins Shrink, Discounts Rise: Jim Chanos Notes 35% YTD Drop In San Diego County Sales
Tuesday, March 25, 2025 - 3:40am | 663Analysts Gordon Johnson and Jim Chanos are intensifying their critical stance on Tesla Inc. (NASDAQ:TSLA), citing significant challenges in the electric vehicle manufacturer’s performance and market position. What Happened: Johnson of GLJ Research launched a scathing critique on social media...
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Gordon Johnson Dismisses 'Don't Bet Against Elon Musk' Narrative, Says Tesla Bears Have 'Won Big' Since 2022
Monday, March 24, 2025 - 3:46am | 682Gordon Johnson, an analyst at GLJ Research, challenged the popular “don’t bet against Elon Musk” investment thesis Sunday, pointing out that Tesla Inc. (NASDAQ:TSLA) shares have underperformed the broader market significantly since 2022. What Happened: Johnson wrote on X that...
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Tesla's 101x Valuation Raises Alarm As Gordon Johnson Warns Of Sales Slump, Dan Ives Sees AI Upside Despite Elon Musk's DOGE Distractions
Monday, March 10, 2025 - 11:09pm | 1045Tesla Inc. (NASDAQ:TSLA) continues trading at 101 times its 2025 estimated non-GAAP earnings while key metrics decline, prompting GLJ Research‘s Gordon Johnson to sound alarm on Monday as tech stocks face a significant market correction. What Happened: “For all those saying Tesla is...
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Trump's Crypto Reserve Plan Sparks Controversy, Schiff Questions XRP Inclusion, Polymarket CEO Invited To White House: This Week In Crypto
Sunday, March 9, 2025 - 8:00am | 531The past week in the crypto world was dominated by President Donald Trump’s announcement of a strategic U.S. cryptocurrency reserve. The move has sparked a flurry of reactions, with some questioning the inclusion of certain digital currencies and others calling for a Congressional...
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Gordon Johnson Says 'Market Driven By Corruption' Over Trump's Bitcoin, Ethereum Crypto Reserve Plan: David Sacks Denies Conflict
Monday, March 3, 2025 - 1:34am | 642Gordon Johnson, an analyst at GLJ Research, criticized what he called market “corruption” Sunday following President Donald Trump‘s announcement of a strategic U.S. cryptocurrency reserve that would include several digital assets. What Happened: “Markets driven by corruption...
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Tesla Bear Expects EV Giant's Earnings To Fall Below Bullish Estimates In 2025, Notes Majority Of Company's Revenues Come From Car Deliveries
Wednesday, February 5, 2025 - 2:07am | 810GLJ Research LLC CEO and Tesla Inc. (NASDAQ:TSLA) bear Gordon Johnson on Wednesday slammed bulls for their high price targets based on the assumption that the Elon Musk-owned company is “more than a car company.” What Happened: “2025E appears set to disappoint the Wall Street...
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Jensen Huang's CES 2025 Vision Sparks Mixed Reactions: Ross Gerber Says Nvidia Has 'Changed The World,' While Analysts Debate AI And Autonomous Driving Ambitions
Tuesday, January 7, 2025 - 2:04am | 1002Wall Street analysts and industry experts offered mixed reactions to NVIDIA Corp.‘s (NASDAQ:NVDA) ambitious technological roadmap unveiled at CES 2025 on Monday, particularly regarding its artificial intelligence and autonomous driving initiatives. What Happened: During his keynote address at...
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Tesla Analysts On Deliveries: EV Stock Could Have 'Stormy Weather' In Short Term, 'Generational Set Of Growth Opportunities' Long Term
Friday, January 3, 2025 - 1:54pm | 760Tesla Inc (NASDAQ:TSLA) analysts are cautious after fourth-quarter deliveries came in below consensus estimates and production fell below delivery figures. The Tesla Analysts: Canaccord Genuity analyst George Gianarikas maintained a Buy rating on Tesla. He also raised the price target from $298 to...
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Tesla Delivery Miss Fuels Heated Debate On Autonomy, Robots: Gordon Johnson Compares Optimus With 1980s Chucky Cheese Tech
Thursday, January 2, 2025 - 10:22pm | 980Tesla Inc.‘s (NASDAQ:TSLA) latest delivery miss has intensified debate among analysts about the company’s autonomous driving and robotaxi ambitions, with sharp disagreement over its 2025 outlook. What Happened: James Thorne, Chief Market Strategist at Wellington-Altus, remains bullish...
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Tesla Shorts, Gordon Johnson, And James Chanos Express Skepticism On Robotaxi Potential Amid Usage Data Debate: The 'Promise' Worth Much More Than Reality
Monday, December 23, 2024 - 10:55pm | 645Tesla Inc.‘s (NASDAQ:TSLA) robotaxi ambitions face fresh skepticism from prominent market critics, with new data from New York City’s ride-sharing market fueling debate about the technology’s revenue potential. What Happened: GLJ Research analyst Gordon Johnson argued on social...