(no title)
tarsinge | 25 days ago
There was a leak posted on Wallstreetbets of some paid analysis (https://www.reddit.com/r/wallstreetbets/comments/1qpwyqz/dbs...), and it was basically follow the hype with a layer of sophisticated post rationalisation on top. I fail to see the difference between these and the average "DD" on an investing subreddit.
Excerpt from the Tesla one (https://www.dbs.com/content/article/pdf/US_clover/Tesla.pdf):
> Leading EV manufacturer. Tesla is a leading global EV manufacturer, backed by its firm market leadership and healthy automotive margins. Tesla's leading share is backed by its economic MOAT in EV charging infrastructure and supercharger network, autonomous driving and other software (e.g., full self- driving aka FSD) (...) Tesla’s pivot toward AI provides a long- term growth foundation, but near-term performance will remain sensitive to progress on AI-driven execution milestones.
tcbawo|24 days ago