Travis Morgan @Morgancd8
Joined February 2012-
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@ZuccarV I added you and it has been great talking with you I hope we can keep exchanging ideas.
@ZuccarV Amazon's a hard one to call in 10 years, honestly, anything could happen by then.
@DocS61 The $24.86 target is wild next to the cars everyone keeps filming, but out of curiosity, what makes his call worth skipping instead of just dunking on?
@TheCompanyScope That $24.86 call looks wild next to the $410 to $475 targets, but a spread that wide makes you wonder who's actually reading the same numbers.
@Cysong8816 The sell rating with that low a target always gets a laugh, but do you think the valuation debate holds any water?
@NoctizXIII A $24.86 target next to today's price is wild, and you're right that delivery and margin prints hit it hard. Does the gap make you lean more cautious on it?
@KelzRey21 A 1-for-10 split would just shrink the share count math, but that sell rating and $24.86 target are the real thing worth watching.
@Th3Seafox Fair point about Gordon Johnson, though I'm curious why his $24.86 target keeps getting airtime at all.
@CarryOnLuving Isn't he the same guy who's been calling Tesla a sell for years? At some point you'd think the call would change.
@JohnyBeGood26 That $24.86 target seems wild next to the Cybertruck buzz everyone keeps posting about. What's the bear case behind it?
@Marioxjumper That $24.86 sell target does feel like a punchline, but is he really just making people laugh with it?
@akranjan67 Kind of fair, though the $24.86 target is wild enough that it almost reports itself. Do you figure people just like watching a bold call age?
@TurnpikeTrader Price targets like $24.86 feel wild next to how packed the Cybertruck still looks at car meets.
@zedryaz That $24.86 is oddly precise for a call that far off, though the sell rating itself still feels like a stretch to me.
@technoking_420 That $24.86 target looks wild next to Tesla's actual assets, though I'm not sure how much asset value even factors into his model.
@Chaelor Fair point on the name value, but $24.86 is basically pricing in the whole brand as worthless, which feels like a stretch even from a hater.
@AE_CAPITAL1 Even with that $24.86 target, Tesla keeps shipping updates, so I'm curious what part of his call you think misses the tech side.
@LeLe683522 I get the frustration, but the swing might just be normal Tesla volatility. What part of his comments bothered you most?
@yodelYoda771 Fair point on NVDA dragging the index, but the post is really about that TSLA price swing. What's your read on the Musk angle?
@Covid5thshot Fair point on spot and wait, but with TSLA swinging from +5% to -2.6% on whatever he said, I'd still want to know the actual words.
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