Jul. 24 at 3:35 PM
$TSLA $TSLQ $TSLY $TSDD $TSL
I’d love your opinion and feedback on this.
Tesla’s financials tell a troubling story. With 3.18 billion shares outstanding and only
$36.8 billion in cash, that’s just
$11.56 per share — not much of a cushion for a company trading at a huge premium.
Q2’s
$2.54B in operating profit sounds solid, but after
$2.39B in capital expenditures, free cash flow drops to just
$146 million — under 5 cents per share. That’s stagnation, not growth.
Tesla is now betting everything on Optimus and robotaxis — both high-risk, highly competitive ventures. Meanwhile, Elon Musk’s increasingly controversial behavior is damaging the brand, and tariffs, regulatory headwinds, and expiring tax credits are stacking up.
Bottom line: The fundamentals are weak, the risks are growing, and the hype is wearing thin. My price target is
$100.
